Director - Private Client Services

About 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