What are the responsibilities and job description for the Tax Manager or Director position at PKFOD?
The Tax Manager/ Director will lead and manage multiple tax engagements to deliver quality income tax services for our diverse client base. This individual will be responsible for advising clients on the tax implications of their business objectives, evaluating and selecting actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. The Tax Manager/ Director should be comfortable with tax compliance on individual, corporate, partnership and trust returns. In addition, this individual will be actively participating in the marketing, networking and business development.
Essential Duties
- Build new and existing client relationships and demonstrate basic knowledge of client’s businesses.
- Work closely with Tax Partners to satisfy the needs with planning compliance.
- Understand and manage firm risk on tax services performed.
- Review and prepare federal and state income tax returns for individuals, corporations and partnerships.
- Prepare research memoranda, written correspondence/guidance, and other documents.
- Train and supervise staff along with reviewing and evaluating their work.
- Manage multiple clients, budgets and production goals.
Qualifications
- Bachelor’s degree in Accounting from an accredited college/university required.
- Masters in Taxation a plus.
- 10 years progressive tax experience in public accounting required.
- A CPA, EA, JD, or CFP or other related experience or certification relevant to an area of specialization required.
- Proficiency with complex tax compliance and review - e.g., individual, corporate, partnership and trust returns.
- Strong accounting and analytical skills.
- Excellent interpersonal, oral and written communication skills.
- Experience as a team leader: supervising and training teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback.
- Strong understanding with risks associated with technical tax positions and be able to communicate these risks to the partner.
- Ability to work additional hours as needed to meet client deliverables.
- Must have access to a car and be willing to travel locally to clients when required.
PKFODA 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, LLC (“PKFODA”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFODA partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFODA on other positions must have an updated contractual agreement with PKFODA through the Director of Talent Acquisition. Please be reminded, PKFODA is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFODA.
#LI-LC1
#LI-Hybrid
