Tax Manager – Private Client Group

Join to apply for the Tax Manager – Private Client Group role at PKF O'Connor Davies4 days ago Be among the first 25 applicantsJoin to apply for the Tax Manager – Private Client Group role at PKF O'Connor DaviesOFFICE LOCATION: Boston or Woburn, MA; Bethesda, MD or; ConnecticutWe are seeking a Tax Manager to join our Private Client Services team. The individual will work closely with partners and clients with tax compliance and planning.Essential Duties:Provide high level individual, trust, estate, gift and foundation tax compliance services as well as estate planning advisory servicesReview individual, trust, estate, gift and foundation returnsReview estate and trust fiduciary accountingsHandle Federal and State tax notices and auditsResearch Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategiesManage all aspects of client accounts and foster client relationshipsReview and analyze estate planning related legal documentsBusiness development including networking, public speaking and authoring Trust and Estate related articlesManage other members of the group including monitoring their workload and training and assisting themStay current on new tax legislationQualifications:Bachelor's degree in Accounting from an accredited college/university required; Master’s in Taxation a plus7+ year’s progressive tax experience in public accounting requiredActive CPA license or EA designation requiredExtensive experience in Tax Advisory and Estate/Trust planning and complianceAbility to establish and maintain good client relationshipsExcellent verbal and written communication skillsProficiency in Microsoft Office applications requiredExperience with reviewing fiduciary, gift and estate tax returnsPreferred experience with Axcess Tax, CCH ProSystem fx Engagement and BNAExperience with research software and memo writing requiredMust be able to work additional hours as needed to meet client deliverablesMust have access to a car/public transportation and be willing to travel locally to clients and/or other PKFOD offices when pensation & Benefits: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 plansBasic Life, AD&D, and Voluntary Life Insurance401(k) plan and Profit-Sharing programFlexible Spending & Health Saving accountsEmployee Assistance, Wellness, and Work-life programsCommuter & Parking benefits programsInclusive Parental Leave BenefitsGenerous Paid Time Off (PTO)Paid Firm HolidaysCommunity & Volunteering programsRecognition & Rewards programsTraining & Certification programsDiscretionary Performance BonusEligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas.PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity 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.To all staffing agencies: PKF O'Connor Davies Advisory, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.Seniority levelSeniority levelNot ApplicableEmployment typeEmployment typeFull-timeJob functionJob functionAccounting/Auditing and FinanceIndustriesAccountingReferrals increase your chances of interviewing at PKF O'Connor Davies by 2xSign in to set job alerts for “Group Tax Manager” roles.Washington, DC $100,000.00-$150,000.00 3 weeks agoFully Remote Tax Managers (Hybrid available)Washington, DC $110,000.00-$150,000.00 5 days agoWashington, DC $120,000.00-$170,000.00 2 weeks agoFully Remote Tax Managers (Hybrid available)Rockville, MD $145,000.00-$175,000.00 3 days agoSenior Tax Manager/Tax Director of Income & Franchise/Senior SALT DirectorArlington, VA $176,200.00-$265,000.00 6 months agoBethesda, MD $175,000.00-$225,000.00 1 week agoArlington, VA $130,000.00-$150,000.00 2 days agoTax Technology Manager / Senior / DirectorSilver Spring, MD $127,000.00-$160,000.00 3 hours agoWashington, DC $90,000.00-$130,000.00 6 days agoFort Hunt, VA $125,000.00-$130,000.00 1 year agoArlington, VA $100,000.00-$150,000.00 1 week agoFort Hunt, VA $125,000.00-$130,000.00 1 year agoTrust & Estate - Sr. Tax Manager or Director - (Up to 215K+)Gaithersburg, MD $175,000.00-$200,000.00 6 days agoBethesda, MD $100,000.00-$150,000.00 2 weeks agoReston, VA $170,000.00-$200,000.00 1 week agoHanover, MD $140,000.00-$150,000.00 2 weeks agoWashington, DC $80,457.00-$194,964.00 2 days agoBethesda, MD $160,000.00-$190,000.00 1 week agoWe’re unlocking community knowledge in a new way. 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Created: 2025-10-08