Director - Trust & Estate
PKFODNew Jersey, United States • New Jersey, United States • New York, New York, United States
Posted February 2, 2026
100000 - 150000 USD
Full Time
About the Company
PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally.
Job Description
PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm seeking a Tax Director to join their growing Trust & Estate practice. The 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.
Requirements
- 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
- 10+ years of progressive experience in public accounting with a strong focus on Trust & Estate taxation
- Deep technical knowledge of fiduciary income, estate, gift, and GST taxation
- Proven experience advising high-net-worth individuals and complex family structures
- 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
Benefits
- 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