PKF O'Connor Davies · 1 month ago
Tax Manager - Professional Services Group (M&A)
Newtown Square, Pennsylvania, United States
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expPKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with a commitment to delivering real value to clients. They are seeking an experienced Tax Manager to support their Mergers & Acquisitions practice, requiring strong technical tax expertise and the ability to lead engagements and collaborate closely with partners and clients on complex transactions.
AccountingAdviceConsultingFinancial Services
No H1B
Responsibilities
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
Qualification
Required
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
8+ years of progressive tax experience in public accounting, with experience managing engagements
Demonstrated proficiency in tax research and planning
Proficient with MS Office Suite and tax research platforms (e.g., CCH, BNA, RIA)
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
Preferred
MST, JD, or LLM in Taxation a plus
Experience supporting M&A transactions, including due diligence and tax structuring, strongly preferred
Knowledge of ProSystems FX preferred
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
Company
PKF O'Connor Davies
PKF O'Connor Davies is a full-service CPA and advisory firm that provides audit, tax, and management advisory services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$40M2024-11-18Private Equity· $40M
Leadership Team
P
Philip Comerford
Chief Financial Officer
Jonathan Moore
Partner-in-Charge, Advisory Services
Recent News
2026-01-14
2026-01-09
2026-01-05
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