Tax Manager

5 days ago


Stamford, Connecticut, United States PKF O'Connor Davies Full time

We are seeking a highly skilled Tax Manager to lead our Private Client Services team. The ideal candidate will work closely with partners and clients to provide tax compliance and planning services.

Key Responsibilities:
  • Provide high-level individual, trust, estate, gift, and foundation tax compliance services, as well as estate planning advisory services.
  • Review individual, trust, estate, gift, and foundation returns, and review estate and trust fiduciary accountings.
  • Handle Federal and State tax notices and audits, and research Federal, State, and International tax laws.
  • Develop tax savings strategies, manage client accounts, and foster client relationships.
  • Review and analyze estate planning-related legal documents, and stay current on new tax legislation.
Requirements:
  • BA/BS degree in Accounting from an accredited college/university required; Master's in Taxation a plus.
  • Active CPA or EA license required.
  • 6+ years of progressive experience in public accounting required.
  • Extensive experience in Tax Advisory and Estate/Trust planning and compliance.
  • Ability to establish and maintain good client relationships, and excellent verbal and written communication skills.
  • Proficiency in Microsoft Office applications required.
  • Experience with reviewing fiduciary, gift, and estate tax returns, and preferred experience with Axcess Tax, CCH ProSystem fx Engagement, and BNA.
  • Must be able to work additional hours as needed to meet client deliverables.

PKF O'Connor Davies is an equal opportunity employer, committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation, or other conditions of the employment relationship.


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