Tax Manager - Professional Services Group (M&A)

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 an experienced Tax Manager to join our Professional Services group with a dedicated focus on supporting our expanding Mergers & Acquisitions (M&A) practice. This role requires strong technical tax expertise, excellent analytical capabilities, and the ability to lead engagements and collaborate closely with partners and clients on complex transactions.

The ideal candidate will bring solid experience with 1120, 1120-S, 1065, and 1040 tax matters, as well as demonstrated strength in tax research, planning, and advisory work.

Essential Duties

• Manage and review federal, state, and local tax compliance for C corporations, S corporations, partnerships, and individuals (Forms 1120, 1120-S, 1065, 1040).
• Lead tax workstreams in M&A engagements, including: Tax due diligence, Transaction structuring, Tax modeling, Review of tax exposures and planning opportunities
• Provide guidance on complex technical tax issues and prepare high-quality memoranda, analyses, and planning recommendations.
• Collaborate with partners and directors on client deliverables and strategic initiatives.
• Identify tax planning opportunities and risks and advise clients accordingly.
• Oversee responses to IRS and state tax notices and assist with audit defense as needed.
• Supervise, mentor, and develop staff and senior-level team members.
• Manage multiple client projects simultaneously and ensure a timely, high-quality work product.
• Build and maintain strong client relationships across diverse industries.

 Qualifications

• Must be able to work in-office a minimum of 3-4 days per week.
• Bachelor's degree in Accounting from an accredited college/university required.
• Active CPA license or EA certification required.
• MST, JD, or LLM in Taxation a plus.
• 8 years of progressive tax experience in public accounting, with experience managing engagements.
• Experience supporting M&A transactions, including due diligence and tax structuring, strongly preferred.
• Demonstrated proficiency in tax research and planning.
• Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA). Knowledge of ProSystems FX preferred.
• Proven leadership skills with the ability to manage multiple priorities and mentor team members.
• Strong interpersonal, verbal, and written communication skills with executive presence.
• Performing, documenting, summarizing, and reviewing research conclusions regarding specific tax issues.
• Demonstrated ability to build relationships and contribute to firm growth.

Compensation & Benefits:

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 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, 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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