Director - Private Client Services
Posted 3 months ago Expired
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Upload Your ResumeAbout This Role
This Director role leads complex tax engagements for high-net-worth clients, advising on wealth transfer, estate planning, and multi-generational tax issues. The individual will manage and review staff work, ensure compliance, and contribute to client relationship growth for PKF O'Connor Davies.
Responsibilities
- Lead and manage complex individual, fiduciary, and closely held business tax engagements
- Advise clients on wealth transfer strategies, estate and gift planning, and multi-generational tax issues
- Oversee and review the work of managers and staff, ensuring accuracy, compliance, and high-quality client service
- Serve as a trusted advisor, proactively identifying planning opportunities and risk areas
- Collaborate with firm leadership to develop and grow client relationships and expand service offerings
- Participate in recruiting, mentoring, and professional development initiatives within the tax team
- Perform, document, summarize, and review research conclusions regarding specific tax issues
- Demonstrated ability to build relationships and contribute to firm growth
Requirements
- Bachelor's degree in Accounting
- Active CPA license or EA certification
- 10+ years of progressive tax experience in public accounting, with a focus on high-net-worth individuals, family offices, or private client services
- Strong technical expertise in individual, trust, estate, and gift taxation
- Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA)
- Proven leadership skills with the ability to manage multiple priorities and mentor team members
- Strong interpersonal, verbal, and written communication skills with executive presence
Qualifications
- Bachelor's degree in Accounting from an accredited college/university required.
- 10+ years of progressive tax experience in public accounting, with a focus on high-net-worth individuals, family offices, or private client services.
Nice to Have
- MST, JD, or LLM in Taxation
- Knowledge of ProSystems FX
Skills
* Required skills
Benefits
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. They focus on delivering exceptional service, fostering long-term relationships, and investing in team member growth and well-being.