PKF O'Connor Davies

Tax Manager – Private Client Group

Job Locations US-MA-Boston | US-MA-Woburn
# of Openings
2
Category
Tax

Overview

We are currently seeking a Tax Manager in either our Woburn or Boston Offices to join our Private Client Group which provides Estate Planning Services and Tax Compliance Services. 

Essential Duties

  • 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
  • Review estate and trust fiduciary accountings
  • Handle Federal and State tax notices and audits
  • Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
  • Manage all aspects of client accounts and foster client relationships
  • Review and analyze estate planning related legal documents
  • Business development including networking, public speaking and authoring Trust and Estate related articles
  • Manage other members of the group including monitoring their workload and training and assisting them
  • Stay current on new tax legislation

Qualifications

  • BA/BS degree in Accounting from an accredited college/university required; Master’s in Taxation preferred
  • Active CPA licensed required
  • 6+ year’s 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
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office applications required
  • Experience with reviewing fiduciary, gift and estate tax returns
  • Preferred experience with Axcess Tax, CCH ProSystem fx Engagement and BNA
  • Experience with research software and memo writing required
  • Must be able to work additional hours as needed to meet client deliverables

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