Director of Tax Advisory

Key People; Philadelphia (Philadelphia County); Hybrid; USD 225,000 - 275,000; Full time

Benefits offered by this job

Bonus

Job summary

Key People, a financial and tax advisory firm, seeks a Director of Tax Advisory Services to lead TAS growth, operations, and strategic direction from Philadelphia. You will guide complex tax engagements, build relationships with business owners and executives, and mentor a team of tax professionals.

The role combines hands-on tax work with leadership responsibilities, driving profitability, pricing, and business development while shaping long-term practice strategy within the Advisory Leadership

Qualifications

• 10+ years of progressive tax experience with leadership potential.
• Expertise in partnerships, trusts, Estates and closely held businesses.
• Lead teams, mentor talent, and manage complex engagements.
• Commercial mindset; book of business not required.
• Balance hands-on work, client relationships and strategic leadership.

Responsibilities

• Lead complex tax engagements and develop proactive tax strategies.
• Mentor and develop tax professionals, establish accountability.
• Expand relationships and support business development for TAS.
• Oversee pricing, realization, utilization, profitability and efficiency.
• Contribute to strategic planning, risk mgmt and leadership.

Skills

Leadership

Client advisory

Relationship building

Communication

Commercial mindset

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