Director - Trust & Estate

PKFOD
New York, NJ
Category Finance
Job Description
PKF O'Connor Davies is seeking a Tax Director to join their 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.

Requirements

  • Bachelor's degree in Accounting from an accredited college/university required
  • Active CPA license or EA certification required
  • 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

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
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