Director of Tax Advisory
7 days 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
We are seeking a strategic and technically proficient Director to join our Tax Advisory Services group. The Director leads the strategic execution of the Tax Advisory Services practice. This role serves as a trusted advisor to high-value clients-entrepreneurs, executives, and family offices-delivering tailored tax planning, compliance, and wealth strategies. The Director oversees engagement delivery, ensuring technical excellence, operational efficiency, and a high-touch client experience. Responsibilities include managing team performance, mentoring staff, driving innovation through technology, and collaborating with firm leadership on financial planning and client development. This position requires deep tax expertise, strong leadership, and a commitment to the firm's values and growth vision.
This role is ideally based in Wilmington, DE or Philadelphia, PA where the firm is building a strong, connected presence and successful candidates should be willing to be in-office 4 days per week. We are also open to flexible New York Metro-based candidates that are willing to be on-site in our Philadelphia or Wilmington office 1-2 days per week.
Essential Functions & Key Responsibilities
- Contribute to the strategic direction of the Tax Advisory Services team and lead its execution aligned with senior leadership
- Serve as a leadership advisor for high-value clients, delivering personalized tax planning, compliance oversight, and integrated wealth strategies
- Oversee client service delivery to ensure accuracy, timeliness, and a high-touch experience.
- Deliver high-quality tax advisory services to entrepreneurial businesses and high-achieving individuals, including founders, executives, and family offices
- Design and implement innovative tax strategies that align with client goals, ensuring compliance while optimizing tax outcomes
- Monitor engagement performance, including realization, utilization, and profitability, and take proactive steps to improve efficiency and value delivery
- Collaborate with firm leadership on billing arrangements, client onboarding, and engagement economics
- Partner with Operations & Finance to support budgeting, forecasting, and resource planning for your book of business
- Champion a culture of accountability, collaboration, and continuous development across the tax team
- Develop high-potential talent and prepare them for future leadership roles
- Ensure engagement compliance with firm policies, risk protocols, and quality standards
- Use technology and analytics to streamline tax workflows, enhance insights, and boost efficiency
This position supervises the Senior Managers and Managers of the Tax Advisory Services group.
Required Qualifications
- Bachelor's degree in Accounting, Finance, or a related field
- CPA or EA designation
- 10-15 years of progressive tax experience, including significant exposure to high-net-worth individuals, closely held businesses, and multi-entity structures
- Strong technical knowledge of federal, state, and local tax laws, including experience with S corporations, partnerships, and trusts
- Proven ability to manage client relationships, lead teams, and deliver high-quality work under tight deadlines
- Excellent communication and interpersonal skills, both written and verbal, with the ability to explain complex tax concepts clearly and concisely
- Exhibits strong leadership and mentoring skills with a focus on team growth and collaboration
- Willingness to work an average of 48-50 hours per week
- Brings strong analytical skills and thrives in fast-paced, high-growth environments with a solutions-oriented mindset
- Strong values aligned with our Culture (Fairness, Honesty, Trustworthy, Respectful, Flexible, Strong Work Ethic)
- 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
- Strong intangibles aligning with High Performance Model®
- Must be commutable to either the Philadelphia, PA or Wilmington, DE office locations for events and meetings
- Ability and willingness to work in a Siegfried office as required for an average of four days per week (or more) in accordance with Siegfried's then-current policy. (This requirement is subject to change at the discretion of management).
- If based outside of Philadelphia, PA or Wilmington, DE - successful candidates should be willing to be in-office 4 days per week including traveling to the Philadelphia or Wilmington office 1-2 days per week.
- Master's degree in Taxation, JD or a related advanced credential
- Prior experience at a Big 4 or leading regional accounting/advisory firm
- Proficiency in preparing and reviewing S Corporation and trust tax returns
- Familiarity with sales and use tax compliance and advisory matters
- Demonstrated ability to develop tax positions and provide strategic guidance to clients on complex tax issues
- Experience advising on business transactions, including mergers, acquisitions, and entity restructuring
- Working knowledge of CCH Axcess and CCH Engagement platforms or similar tax compliance / workflow systems
- 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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