Tax Director - Global Mobility

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 Global Mobility group. This position requires substantial hands-on experience delivering tax compliance and advisory services to expatriates, foreign nationals, internationally mobile executives, and their employers.

The Director will actively prepare and review complex returns, resolve technical issues, and manage day-to-day client needs while overseeing engagements and developing staff. The ideal candidate is comfortable working directly with detailed tax calculations and workpapers while providing practical guidance to clients and colleagues.

Key Responsibilities

• Manage global mobility tax engagements from initial planning and information gathering through preparation, review, and delivery.
• Personally prepare complex returns and calculations as needed, review staff work in detail and resolve issues necessary to complete filings accurately and on time.
• Prepare and review U.S. federal and state income tax returns for expatriates, foreign nationals, dual-status taxpayers, and individuals with cross-border employment or residency considerations.
• Review supporting workpapers and calculations involving foreign tax credits, foreign earned income exclusions, income sourcing, treaty positions, residency determinations, and tax equalization.
• Oversee applicable international information reporting and disclosures, including foreign asset and account reporting.
• Provide day-to-day client service, including responding to questions, explaining tax obligations, obtaining outstanding information, and communicating deadlines.
• Advise employers and individuals on the tax implications of international assignments, transfers, business travel, and repatriation.
• Work with client HR, payroll, and finance teams on assignment-related compensation, withholding, tax equalization, and tax protection matters.
• Address cross-border tax issues involving bonuses, equity awards, and deferred compensation.
• Coordinate with foreign tax advisors to support consistent reporting across jurisdictions.
• Assist tax partners throughout the firm with global mobility and cross-border individual tax matters affecting their individual and business clients.
• Research technical issues and translate findings into clear, practical recommendations.
• Manage engagement budgets, billing, staffing, workflow, and deadlines.
• Supervise and develop staff through hands-on training, detailed review comments, and timely feedback.
• Assist with tax notices and inquiries and identify opportunities to expand services to existing and prospective clients.

Qualifications

• Must be willing and able to work in the office a minimum of three days per week.
• Bachelor’s or advanced degree in Accounting required.
• MST, J.D., LL.M., or other relevant certifications preferred.
• Active CPA or Enrolled Agent (EA) credential required.
• 10+ years of progressive tax experience in public accounting, including significant experience in global mobility taxation.
• Recent, substantial hands-on experience preparing and reviewing expatriate and foreign national tax returns, supporting workpapers, international disclosures, and tax equalization calculations.
• Strong knowledge of U.S. individual taxation, residency rules, income sourcing, foreign tax credits, tax treaties, and international reporting requirements.
• Experience managing both individual client engagements and employer-sponsored global mobility programs.
• Demonstrated ability to independently resolve complex compliance issues and manage ongoing client service.
• Ability to work effectively in a mid-sized firm, balancing direct technical work with engagement leadership, staff development, and practice growth.
• Strong communication, research, analytical, and organizational skills.
• Proficient with MS Office Suite, tax research platforms, and tax software (e.g., CCH Tax, Caseware, or similar).

Compensation & Benefits

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 opportunities 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.

To all staffing agencies: PKF O'Connor Davies Advisory, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.