Head of Tax Advisory
2 weeks ago
Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP encompasses strategic leadership, financial, and tax advisory services available to future-thinking entrepreneurial organizations and their leaders looking to further enhance, grow and evolve their business.
We help People transform themselves into better Leadersto exponentially improve their Lives.
Position Summary
Siegfried Advisory is seeking a seasoned and forward-thinking finance executive to lead its Tax team. The ideal Head of Tax will possess not only deep technical expertise but also the strategic insight and communication skills necessary to drive results, manage risk, and collaborate seamlessly with both internal teams and external partners.
Key Responsibilities
- Succession & Scalability - Contribute to the firm's succession planning and long-term scalability. Help build the infrastructure and leadership capacity needed to scale the current tax division ($6.5M of the $15M) to $20M or greater in the next five years.
- Leadership, Culture & Team Development - Lead and inspire a growing team of 16-18 tax professionals. Mentor and develop talent, fostering a culture of continuous learning, collaboration, and purpose-driven work. Champion Siegfried Advisory's unique culture and values.
- Tax Strategy - Lead the development and execution of a forward-thinking tax strategy aligned with Siegfried Advisory's mission to help transformative leaders grow. Collaborate closely with the President and executive leadership to shape the long-term vision for the tax function. Build strong relationships across the firm to ensure tax strategy supports broader business goals.
- Tax Planning - Design and implement innovative tax planning initiatives to optimize client outcomes and firm performance. Provide strategic insights and risk assessments on complex tax issues, with a focus on entrepreneurial and high-net-worth clients.
- Tax Compliance - Oversee the preparation, review, and timely filing of all tax returns and related documentation. Ensure full compliance with federal, state, and local tax regulations.
- Client Advisory - Serve as a trusted advisor to clients, translating complex tax concepts into actionable insights. Engage directly with entrepreneurial leaders to support their most important work and long-term success.
- Audit & Controversy Management - Manage tax audits and relationships with tax authorities. Proactively identify and mitigate risks, ensuring the firm and its clients are well positioned in all tax matters.
- Cross-Functional Collaboration - Work closely with firm leaders to support business development, client acquisition, and strategic initiatives. While not directly responsible for revenue generation, it plays a key role in enabling growth through tax leadership.
This role will oversee the tax services group.
Required Qualifications
- Minimum of 15 years of progressive tax experience, including leadership roles within professional services or entrepreneurial environments
- Demonstrated ability to lead teams, manage complex client engagements, and
contribute to strategic growth initiatives - Strong technical foundation in business and individual taxation, with a well-rounded tax accounting skill set
- Must be able to navigate complex planning and compliance matters and communicate clearly with both technical and non-technical stakeholders
- Expertise in state and local tax, deferred compensation, succession planning, and multi-entity structures
- Proven ability to lead client relationships across a range of environments, including small corporate settings, large companies, and high-net-worth families
- Demonstrates intangible attributes aligned with our High Performance Model®
- Strong written and verbal communication skills
- Highly collaborative, with strong interpersonal skills and the ability to work cross-functionally across a range of stakeholders
- Growth mindset and passion for continuous improvement
- Interest in emerging technologies and a proactive mindset toward learning how tools like AI and Copilot can support smarter, more efficient ways of working
- Proficient in Microsoft Excel, with the ability to analyze, organize, and present data effectively to support operational decision-making
- Strong analytic and problem-solving skills
- Ability to thrive in a fast-paced, high-demand, growth-oriented environment with a high energy level
- Ability to work in a collaborative environment with demanding and high-quality expectations
- Team player with a strong desire to be an active, long-term participant in the overall growth of the Firm
- Entrepreneurial spirit and commitment to Firm's vision
- Willingness & flexibility to travel and attend in-person trainings, Firm meetings, and other events as needed
- Ability and willingness to work 48-52 hours per week, on average
- Local to a Siegfried office, with the ability and willingness to work in the office as required for an average of four days per week in accordance with Siegfried's then current policy. (This requirement is subject to change at the discretion of management)
- This position is an exempt position under FLSA
- This position is and will remain at-will in nature
Learn more about our Total Compensation Philosophy.
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