Director of Tax Advisory

Top Dog Recruiting; Philadelphia (Philadelphia County); Hybrid; USD 225,000 - 275,000; Full time

Job summary

Top Dog Recruiting is assisting a financial and tax advisory firm in Philadelphia to recruit a Director of Tax Advisory Services. The role will lead growth, operations, and the strategic direction of TAS, reporting to the CEO of the Advisory Group.

The position entails client advisory, team leadership, and firm leadership responsibilities, with base salary plus bonus and benefits and a hybrid work arrangement (4 days in office). Travel around 20% 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 client engagements.
• Strong relationship-building and communication with business owners and executives.
• Commercial mindset; established book of business not required.
• Balance hands-on technical work with client relationships and strategy.

Responsibilities

• Lead complex tax engagements and develop proactive tax strategies.
• Mentor tax professionals and build future leaders.
• Drive practice growth through new opportunities and go-to-market initiatives.
• Oversee pricing, realization, profitability, and efficiency.
• Contribute to strategic planning and risk management as part of leadership team.

Skills

Tax leadership

Client relationships

Team mentoring

Strategic growth

Communication

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