Tax Director - Financial Services

About PKF O’Connor Davies

PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients.

Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence.

At PKF O’Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work–life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.

If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you!

We are seeking a Tax Director to join our Financial Services practice. This individual will provide tax compliance, planning, and advisory services to clients that may include hedge funds, fund of funds, private equity funds, management companies, and high-net-worth individuals.

The ideal candidate will bring strong technical knowledge, hands-on experience reviewing complex tax returns, and the ability to manage client relationships and develop staff. This role will work closely with partners to oversee engagements, deliver practical tax advice, and support the continued growth of the practice.

Key Responsibilities:

• Direct financial services tax engagements, overseeing planning, staffing, budgets, technical review, and timely delivery.
• Perform detailed technical reviews of complex federal, state, and local tax returns for investment partnerships, funds, management companies, and related entities.
• Remain actively involved in complex tax calculations, workpapers, and return preparation when needed.
• Review partnership allocations, carried interest arrangements, tax capital accounts, and book-to-tax adjustments.
• Advise clients on partnership taxation, fund structures, investment transactions, and tax planning opportunities.
• Evaluate tax considerations affecting investors, including tax-exempt organizations and foreign investors, and coordinate with specialists as needed.
• Research complex tax issues and prepare clear, well-supported conclusions and recommendations.
• Serve as a primary client contact, addressing technical questions, communicating engagement progress, and anticipating client needs.
• Coordinate with international tax, SALT, transaction advisory, and other professionals to provide comprehensive client service.
• Assist clients with tax notices, examinations, and responses to taxing authorities.
• Monitor tax developments affecting financial services clients and communicate their potential impact.
• Supervise, mentor, and develop managers, seniors, and associates through ongoing coaching and constructive feedback.
• Manage engagement profitability, billing, collections, and resource needs.
• Identify opportunities to expand existing client relationships and participate in proposals, networking, and business development.
• Uphold the firm’s standards for quality, professional ethics, and risk management.

Qualifications:

• Must be able to work in the office a minimum of 3 days per week.
• Bachelor’s or advanced degree in Accounting from an accredited college/university required.
• MST, JD, or LL.M. in Taxation a plus.
• Active CPA license or Enrolled Agent (EA) credentials required.
• 10+ years progressive tax experience in public accounting, including significant experience serving financial services clients.
• Demonstrated experience managing complex engagements and reviewing returns for investment partnerships, funds, and management companies.
• Strong knowledge of partnership taxation, including allocations, capital accounts, basis adjustments, and carried interest.
• Experience addressing tax issues involving investment income, securities transactions, and multistate filing requirements.
• Working knowledge of international reporting and withholding considerations affecting investment funds; ability to recognize when specialist support is needed.
• Proven ability to translate complex tax matters into clear, practical advice.
• Strong client relationship, project management, communication, and leadership skills.
• Demonstrated success training and developing tax professionals.
• Ability to balance strategic oversight with hands-on technical execution.
• Proficient with MS Office Suite, tax research platforms, and tax software (e.g., CCH Tax, Caseware, or similar).

Compensation & Benefits:

The compensation for this position ranges from $100,000 - $150,000. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.

At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:

• Medical, Dental, and Vision plans
• Basic Life, AD&D, and Voluntary Life Insurance
• 401(k) plan and Profit-Sharing program
• Flexible Spending & Health Saving accounts
• Employee Assistance, Wellness, and Work-life programs
• Commuter & Parking benefits programs
• Inclusive Parental Leave Benefits
• Generous Paid Time Off (PTO)
• Paid Firm Holidays
• Community & Volunteering programs
• Recognition & Rewards programs
• Training & Certification programs
• Discretionary Performance Bonus

*Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.

Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to provide visa sponsorship now or in the future.

PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunities to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

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