Director of Tax Advisory

SourcePro Search, LLC; Philadelphia (Philadelphia County); Hybrid; USD 225,000 - 275,000; Full time

Job summary

SourcePro Search, LLC is seeking a Director of Tax Advisory Services for a premier financial and tax advisory client in Philadelphia. You will lead the TAS practice, shape strategy, and manage complex engagements with high-net-worth individuals and business owners.

Reporting to the CEO, you will mentor tax professionals, drive growth, oversee pricing and profitability, and participate in advisory leadership.

Qualifications

• 10+ years of progressive tax experience, with leadership potential.
• Experience advising business owners, executives, and high-net-worth clients.

Responsibilities

• Lead complex tax engagements and develop proactive tax strategies.
• Mentor tax professionals and build future leaders.
• Expand relationships and support business development initiatives.
• Oversee engagement pricing, realization, and profitability.
• Contribute to strategic planning and risk management as part of the Advisory Leadership Team.

Skills

Tax leadership

Client relationship building

Mentor and develop tax professionals

Strategic leadership

Business development 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