Director of Tax Advisory Services

 

Director, Tax Advisory Services

Location: Philadelphia, PA or Wilmington, DE (Hybrid); New York Metro candidates considered with travel

About Our Client

Our client is a premier advisory firm providing strategic leadership, financial, and tax advisory services to entrepreneurial organizations and their leaders. The firm partners with founders, executives, and family offices to help them enhance, grow, and evolve their businesses and personal wealth.

The firm is known for a values-driven culture, high-performance standards, and a commitment to developing leaders who create meaningful impact for clients and teams alike.

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Position Summary

Our client is seeking a strategic and technically accomplished Director to lead and execute its Tax Advisory Services practice. This role serves as a trusted advisor to high-value clients, delivering sophisticated tax planning, compliance oversight, and integrated wealth strategies.

The Director will oversee engagement delivery, ensure technical excellence, drive operational efficiency, and maintain a high-touch client experience. This role includes leading and mentoring a team, leveraging technology to innovate tax workflows, and collaborating closely with firm leadership on financial planning, engagement economics, and growth initiatives.

This position is ideally based in Philadelphia, PA or Wilmington, DE, where the firm maintains a strong in-office culture. New York Metro–based candidates will also be considered if willing to be on-site in Philadelphia or Wilmington 1–2 days per week.

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Essential Functions & Key Responsibilities

• Contribute to the strategic direction of the Tax Advisory Services practice and lead its execution in alignment with senior leadership

• Serve as a trusted advisor to high-value clients, including entrepreneurs, executives, and family offices

• Deliver personalized tax planning, compliance oversight, and integrated wealth strategies

• Oversee client service delivery to ensure accuracy, timeliness, and a high-touch experience

• Design and implement innovative, compliant tax strategies aligned with client objectives

• Monitor engagement performance (realization, utilization, profitability) and drive improvements

• Collaborate with leadership on billing structures, client onboarding, and engagement economics

• Partner with Operations and Finance on budgeting, forecasting, and resource planning

• Champion a culture of accountability, collaboration, and continuous development

• Develop and mentor high-potential talent for future leadership roles

• Ensure compliance with firm policies, risk protocols, and quality standards

• Leverage technology and analytics to streamline workflows and enhance insights

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Supervisory Responsibility

This role directly supervises Senior Managers and Managers within the Tax Advisory Services group.

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Required Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field

• CPA or EA designation

• 10–15 years of progressive tax experience

• Significant experience with high-net-worth individuals, closely held businesses, and multi-entity structures

• Strong technical knowledge of federal, state, and local tax laws

• Experience with S corporations, partnerships, and trusts

• Proven ability to manage client relationships and lead high-performing teams

• Excellent written and verbal communication skills

• Strong leadership, mentoring, and collaboration capabilities

• Willingness to work an average of 48–50 hours per week

• Strong analytical skills and a solutions-oriented mindset

• Alignment with a values-driven, high-performance culture

• Entrepreneurial mindset and long-term commitment to firm growth

• Ability to commute to Philadelphia, PA or Wilmington, DE offices as required

• Willingness to work in-office an average of four days per week (policy subject to change)

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Desired Qualifications

• Master’s degree in Taxation, JD, or related advanced credential

• Prior experience at a Big 4 or leading regional accounting/advisory firm

• Experience preparing and reviewing S Corporation and trust tax returns

• Familiarity with sales and use tax compliance and advisory matters

• Experience advising on complex tax positions and planning strategies

• Transactional experience (M&A, entity restructuring)

• Working knowledge of CCH Axcess, CCH Engagement, or similar platforms

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