Full-time Tax Director - Financial Services, PKF O'Connor Davies

01About 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.