SyndicatedFractional ExecutiveNew York, New York, United States
Full-time Tax Director - Global Mobility, PKF O'Connor Davies
FULL-TIME EXEC JOB · FINANCIAL_SERVICES SECTOR · NEW YORK, NEW YORK, UNITED STATES

Full-time Tax Director - Global Mobility at PKF O'Connor Davies, based in New York. Full posting below, with the day rate stated or estimated with its basis.
Full-time Tax Director - Global Mobility — the posting in full
~/original-posting · verbatimsource: ultipro
What the posting asks · quoted from the listing
- Years
10+ years of progressive tax experience in public accounting, including
- Certification
Active CPA or Enrolled Agent (EA) credential required.
- Must-have
Must be willing and able to work in the office a minimum of three days per
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 Global Mobility group. This position
requires substantial hands-on experience delivering tax compliance and advisory
services to expatriates, foreign nationals, internationally mobile executives,
and their employers.
The Director will actively prepare and review complex returns, resolve technical
issues, and manage day-to-day client needs while overseeing engagements and
developing staff. The ideal candidate is comfortable working directly with
detailed tax calculations and workpapers while providing practical guidance to
clients and colleagues.
Key Responsibilities
- Manage global mobility tax engagements from initial planning and information
- gathering through preparation, review, and delivery.
- Personally prepare complex returns and calculations as needed, review staff
- work in detail and resolve issues necessary to complete filings accurately
- and on time.
- Prepare and review U.S. federal and state income tax returns for expatriates,
- foreign nationals, dual-status taxpayers, and individuals with cross-border
- employment or residency considerations.
- Review supporting workpapers and calculations involving foreign tax credits,
- foreign earned income exclusions, income sourcing, treaty positions,
- residency determinations, and tax equalization.
- Oversee applicable international information reporting and disclosures,
- including foreign asset and account reporting.
- Provide day-to-day client service, including responding to questions,
- explaining tax obligations, obtaining outstanding information, and
- communicating deadlines.
- Advise employers and individuals on the tax implications of international
- assignments, transfers, business travel, and repatriation.
- Work with client HR, payroll, and finance teams on assignment-related
- compensation, withholding, tax equalization, and tax protection matters.
- Address cross-border tax issues involving bonuses, equity awards, and
- deferred compensation.
- Coordinate with foreign tax advisors to support consistent reporting across
- jurisdictions.
- Assist tax partners throughout the firm with global mobility and cross-border
- individual tax matters affecting their individual and business clients.
- Research technical issues and translate findings into clear, practical
- recommendations.
- Manage engagement budgets, billing, staffing, workflow, and deadlines.
- Supervise and develop staff through hands-on training, detailed review
- comments, and timely feedback.
- Assist with tax notices and inquiries and identify opportunities to expand
- services to existing and prospective clients.
Qualifications
- Must be willing and able to work in the office a minimum of three days per
- week.
- Bachelor’s or advanced degree in Accounting required.
- MST, J.D., LL.M., or other relevant certifications preferred.
- Active CPA or Enrolled Agent (EA) credential required.
- 10+ years of progressive tax experience in public accounting, including
- significant experience in global mobility taxation.
- Recent, substantial hands-on experience preparing and reviewing expatriate
- and foreign national tax returns, supporting workpapers, international
- disclosures, and tax equalization calculations.
- Strong knowledge of U.S. individual taxation, residency rules, income
- sourcing, foreign tax credits, tax treaties, and international reporting
- requirements.
- Experience managing both individual client engagements and employer-sponsored
- global mobility programs.
- Demonstrated ability to independently resolve complex compliance issues and
- manage ongoing client service.
- Ability to work effectively in a mid-sized firm, balancing direct technical
- work with engagement leadership, staff development, and practice growth.
- Strong communication, research, analytical, and organizational skills.
- Proficient with MS Office Suite, tax research platforms, and tax software
- (e.g., CCH Tax, Caseware, or similar).
Compensation & 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 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.
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.
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