Director of Tax Advisory

Confident Search Consultants; Philadelphia (Philadelphia County); Hybrid; USD 225,000 - 275,000; Full time

Job summary

Confident Search Consultants is seeking a Director of Tax Advisory Services in Philadelphia to lead growth, operations, and strategic direction of the TAS practice. The role reports to the CEO of the Advisory Group and focuses on client advisory, team leadership, and firm growth.

Base salary ranges from $225,000 to $275,000 with additional bonus and benefits; the position is hybrid (4 days in office) in Philadelphia, PA, with travel as needed.

Qualifications

• 10+ years of progressive tax experience with leadership potential.
• Expertise in partnerships, trusts, estates, and closely held structures.
• Ability to lead teams, mentor talent, and manage complex engagements.
• Strong relationship-building and communication with business owners and executives.
• Commercial mindset and interest in growing a tax advisory practice.

Responsibilities

• Lead complex tax engagements and develop proactive tax strategies.
• Mentor tax professionals and build future leaders.
• Expand relationships and support business development and go-to-market initiatives.
• Oversee engagement pricing, realization, utilization, profitability, and operational efficiency.
• Contribute to strategic planning, forecasting, resource allocation, risk management, and practice development as a member of the Advisory Leadership Team.

Skills

Leadership

Mentoring talent

Client relationship management

Strategic leadership

Job description

Our client is a financial and tax advisory firm focused on helping entrepreneurs and high-net-worth individuals maximize their growth and wealth potential.

Reporting to the CEO of the Advisory Group, the Director of Tax Advisory Services will lead the growth, operations, and strategic direction of the Tax Advisory Services (TAS) practice.

Key Responsibilities

• Client Advisory: Lead complex tax engagements, develop proactive tax strategies, and build trusted, long-term client relationships.
• Team Leadership: Mentor and develop tax professionals, establish accountability, and build future leaders.
• Practice Growth: Expand existing relationships, identify new opportunities, and support business development and go-to-market initiatives.
• Financial Performance: Oversee engagement pricing, realization, utilization, profitability, and operational efficiency.
• Firm Leadership: Contribute to strategic planning, forecasting, resource allocation, risk management, and practice development as a member of the Advisory Leadership Team.

Required Qualifications

• 10+ years of progressive tax experience, with flexibility based on capabilities, maturity, and leadership potential.
• Expertise in partnerships, trusts, estates, and closely held business structures.
• Ability to lead teams, mentor talent, and manage complex client engagements.
• Strong relationship-building and communication skills, with experience advising business owners, executives, and high-net-worth clients.
• Commercial mindset and interest in building and growing a tax advisory practice; an established book of business is not required.
• Balance hands-on technical work, client relationships, and strategic leadership.

Salary and Location

• Base salary: $225,000–$275,000, plus bonus and benefits.
• Location: Philadelphia, PA – Hybrid (4 days in office). Travel 20% as needed