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Director - Trust & Estate

PKF O'Connor Davies -
Cranford, NJ

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Job Details

$100,000 - $150,000 a year

Benefits

Profit sharing
Health savings account
AD&D insurance
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Public accounting
Research
Bachelor's degree
Accounting firm experience
Bachelor's degree in accounting

Full Job Description

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 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 Responsibilities

Client Advisory & Technical Leadership

Serve as a trusted advisor to high-net-worth individuals, families, trustees, and executors
Provide advanced estate, gift, trust, and wealth transfer planning, including GRATs, IDGTs, SLATs, charitable planning, and succession strategies
Advise on fiduciary income tax planning and compliance (Forms 1041, 706, 709)
Interpret and apply federal, state, and local tax laws related to trusts and estates
Review complex tax returns and planning deliverables to ensure technical accuracy

Practice Leadership & Growth

Lead and develop the Trust & Estate practice, including identifying growth opportunities and expanding service offerings
Participate in business development efforts, including proposal development, client presentations, and relationship building
Collaborate with Partners to support cross-selling opportunities within the firm
Stay current on legislative and regulatory changes impacting trusts and estates and communicate implications to clients and internal teams

Team Leadership & Development

Mentor and develop staff and managers; provide technical guidance and performance feedback
Oversee engagement planning, staffing, budgeting, and deadline management
Promote knowledge sharing and best practices within the group

Collaboration

Work closely with attorneys, investment advisors, family offices, and internal tax teams
Coordinate multi-disciplinary client solutions across tax, audit, advisory, and wealth services

Qualifications

Must be able to work in the office a minimum of 3 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
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
Performing, documenting, summarizing, and reviewing research conclusions regarding specific tax issues
Demonstrated ability to build relationships and contribute to firm growth

Compensation & 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 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.

#LI-KE1

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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