Director - Trust & Estate

About PKF O’Connor DaviesPKF 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 a Tax Director to join our growing Trust & Estate practice. This role provides technical leadership, client advisory services, and oversight of complex fiduciary, estate, gift, and generation-skipping transfer tax matters for high-net-worth individuals and families. The Director partners closely with firm leadership, attorneys, wealth advisors, and clients to deliver strategic planning and ensure compliance.Key ResponsibilitiesClient Advisory & Technical LeadershipServe as a trusted advisor to high-net-worth individuals, families, trustees, and executorsProvide advanced estate, gift, trust, and wealth transfer planning, including GRATs, IDGTs, SLATs, charitable planning, and succession strategiesAdvise on fiduciary income tax planning and compliance (Forms 1041, 706, 709)Interpret and apply federal, state, and local tax laws related to trusts and estatesReview complex tax returns and planning deliverables to ensure technical accuracyPractice Leadership & GrowthLead and develop the Trust & Estate practice, including identifying growth opportunities and expanding service offeringsParticipate in business development efforts, including proposal development, client presentations, and relationship buildingCollaborate with Partners to support cross-selling opportunities within the firmStay current on legislative and regulatory changes impacting trusts and estates and communicate implications to clients and internal teamsTeam Leadership & DevelopmentMentor and develop staff and managers; provide technical guidance and performance feedbackOversee engagement planning, staffing, budgeting, and deadline managementPromote knowledge sharing and best practices within the groupCollaborationWork closely with attorneys, investment advisors, family offices, and internal tax teamsCoordinate multi-disciplinary client solutions across tax, audit, advisory, and wealth servicesQualificationsMust be able to work in the office a minimum of 3 days per weekBachelor's degree in Accounting from an accredited college/university requiredActive CPA license or EA certification requiredMST, JD, or LLM in Taxation a plus10+ years of progressive experience in public accounting with a strong focus on Trust & Estate taxationDeep technical knowledge of fiduciary income, estate, gift, and GST taxationProven experience advising high-net-worth individuals and complex family structuresProficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA). Knowledge of ProSystems FX preferredProven leadership skills with the ability to manage multiple priorities and mentor team membersStrong interpersonal, verbal, and written communication skills with executive presencePerforming, documenting, summarizing, and reviewing research conclusions regarding specific tax issuesDemonstrated ability to build relationships and contribute to firm growthCompensation & Benefits:The compensation for this position ranges from $100,000 - $150,000. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.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 plansBasic Life, AD&D, and Voluntary Life Insurance401(k) plan and Profit-Sharing programFlexible Spending & Health Saving accountsEmployee Assistance, Wellness, and Work-life programsCommuter & Parking benefits programsInclusive Parental Leave BenefitsGenerous Paid Time Off (PTO)Paid Firm HolidaysCommunity & Volunteering programsRecognition & Rewards programsTraining & Certification programsDiscretionary Performance BonusEligibility 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.