Director of Tax Advisory

Genie Matthews and Associates; Philadelphia (Philadelphia County); Ibrido; USD 225.000 - 275.000; Tempo pieno

Vantaggi offerti da questo lavoro

Bonus and benefits

Descrizione del lavoro

Genie Matthews and Associates is seeking a Director of Tax Advisory Services to lead growth and strategic direction of TAS. The role reports to the CEO of the Advisory Group and focuses on client advisory, team leadership, and practice expansion.

The candidate will mentor tax professionals, oversee pricing and profitability, and contribute to strategic planning as a member of the Advisory Leadership Team in Philadelphia.

Competenze

• 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, executives, and high-net-worth clients.
• Commercial mindset and interest in building a tax advisory practice; established book of business not required.
• Balance hands-on technical work, client relationships, and strategic leadership.

Mansioni

• Lead complex tax engagements, develop proactive tax strategies, and build trusted, long-term client relationships.
• Mentor tax professionals, establish accountability, and build future leaders.
• Expand existing relationships, identify new opportunities, 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.

Conoscenze

Leadership

Mentoring

Client relationships

Strategic leadership

Business development

Descrizione del lavoro

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