Director of Tax Advisory

ExcelliSearch, Inc.; Philadelphia (Philadelphia County); Híbrido; USD 225.000 - 275.000; Jornada completa

Descripción de la vacante

ExcelliSearch, Inc. seeks a Director of Tax Advisory Services to lead the TAS practice, directing growth, operations, and strategic initiatives in collaboration with the Advisory Leadership Team. You will oversee complex engagements and proactively develop tax strategies for high-net-worth clients and business owners.

You will mentor tax professionals, manage pricing and profitability, and participate in planning and resource allocation, while traveling as needed. Hybrid Philadelphia-based role.

Formación

• 10+ years of progressive tax experience.
• Expertise in partnerships, trusts, estates, and closely held structures.
• Ability to lead teams and mentor talent.
• Strong relationship-building and communication with owners, executives and high-net-worth clients.
• Commercial mindset; experience growing a tax advisory practice not required.

Responsabilidades

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

Conocimientos

Leadership

Client relationships

Tax advisory

Mentoring

Business development

Descripción del empleo

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