Director of Tax Advisory

Siegfried Advisory, LLC

Philadelphia (Philadelphia County)

On-site

USD 180,000 - 240,000

Full time

14 days+

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Benefits offered by this job

Healthcare coverage

401k matching

Profit sharing

Paid time off

Job summary

Siegfried Advisory is seeking a Director of Tax Advisory Services to lead and grow its TAS practice in the Philadelphia area. The role focuses on delivering integrated tax planning, compliance, and wealth strategies for entrepreneurs, executives, and family offices.

Travel to the Philadelphia office is required, with potential Wilmington, DE consideration. The Director will mentor teams, drive operational excellence, and shape the practice’s strategy and client relationships for long-term growth

Qualifications

10+ years of progressive tax experience with leadership ability.
Proven client-service excellence for high-growth and large enterprises.
Strong communication and relationship-building with executives.

Responsibilities

Lead the TAS practice with focus on growth, talent development, and client outcomes.
Deliver integrated tax planning, compliance, and wealth strategies.
Develop and mentor a high-performing tax advisory team.
Partner with leadership on pricing, engagements, and go-to-market efforts.
Represent SA in senior client discussions and executive relationships.

Skills

Client service

Leadership

Tax advisory

Relationship management

Strategic thinking

Job description

About Siegfried Advisory

Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP encompasses strategic leadership, financial, and tax advisory services available to future-thinking entrepreneurial organizations and their leaders looking to further enhance, grow and evolve their business.

We help People transform themselves into better Leaders to exponentially improve their Lives.

Company Overview

Siegfried Advisory (“SA” or “the Firm”) is a financial and tax advisory Firm focused on helping transformative leaders such as entrepreneurs and high-net-worth individuals maximize their growth and wealth potential. We help growth-oriented leaders create more professional and personal freedoms in their lives by helping to clarify their vision of success through leadership advisory. When clients engage in both financial and tax advisory services, they can achieve exponential success by making more informed decisions that impact their business and personal lives.

Siegfried Advisory is a unique career choice, and we invest deeply in our people and believe in their potential. We have an exclusive group of talented professionals who are all ambitiously committed to continuous growth, personally and professionally. Our client-facing Professionals are helping leaders at growing entrepreneurial companies with their most important work and transforming themselves along the way, while our Operations team is thoughtfully working on the business and helping to grow our Firm with purpose. The investment and expectations of a career at SA are high because the reward of what we offer is even higher. We value and acknowledge the hard work of our employees in many ways, including competitive base salaries, energizing incentive compensation plans, career enhancement opportunities, and our hallmark MY Journey™ program. Additionally, we offer a comprehensive benefits package that encompasses a wide range of offerings, including robust healthcare coverage, dental and vision plans, generous PTO, a 401k plan with employer match to support your financial goals, a profit-sharing program that allows you to share in the success of our organization, and unique allowances that nurture your physical, emotional, and spiritual well-being.

Who We Serve

Entrepreneurs and Growth Stage Organizations

Entrepreneurs
High net-worth (HNW/UHNW) individuals and families
Family offices
Small and middle market businesses
Small/medium-sized PE Firms and their portfolios

Large Enterprises

Fortune 1000 companies
Large public and private organizations
Organizations executing major initiatives

What We Do

Financial Advisory
Tax Advisory
Tax Resourcing

Position Summary

Reporting to the Chief Executive Officer of Siegfried Advisory, the Director of Tax Advisory Services is responsible for the leadership, management, and growth of Siegfried Advisory’s Tax Advisory Services (TAS) practice.

This role is fundamentally rooted in exceptional client service. The Director will champion a high-touch, relationship-driven model that consistently delivers superior client outcomes and reinforces Siegfried Advisory’s reputation for excellence.

The Director serves as a trusted advisor to entrepreneurs, executives, family offices, and closely held businesses—delivering integrated tax planning, compliance, and wealth strategies. This individual will lead the practice with a focus on developing talent, driving operational excellence, and strengthening long-term client relationships, while helping to position the practice for future growth and scalability.

This high-impact leadership role is ideally based in Philadelphia, PA. We are open to considering Wilmington, DE-based candidates as well. For candidates not based in Philadelphia, the expectation would be to travel to the Philadelphia office, up to 3-4 times per week.

Our CEO on Siegfried Advisory's Tax Advisory Services Director Role

Supervisory Responsibility

This role supervises the Tax Advisory Services team members.

Essential Functions & Key Responsibilities

Client Service & Practice Leadership

Brings a solid foundation in technical tax, with experience serving the unique needs of entrepreneurs, high-growth organizations, and large enterprises
Lead the TAS practice with a client-first mindset, ensuring consistent delivery of high-quality, responsive, and proactive service
Serve as a senior advisor to key clients, building deep, trusted relationships and delivering tailored, forward-looking tax strategies
Own end-to-end client service delivery, ensuring excellence in accuracy, timeliness, and overall experience
Lead complex tax advisory engagements, including direct client service delivery where appropriate
Ensure strong technical execution while continuously elevating the team’s service approach and delivery model

People & Leadership Development

Build, lead, and develop a high-performing team with a focus on professional maturity, accountability, and growth
Provide technical tax mentorship and coaching to team members, develop future leaders, and elevate overall team capability. Establish clear expectations and drive consistent execution of processes and standards
Foster a culture aligned with Siegfried’s values, emphasizing collaboration, humility, and continuous improvement

Business Development & Practice Growth

Support business development efforts, including expanding existing relationships and identifying new opportunities
Partner with leadership to evolve the TAS practice and position it for long-term scalability
Contribute to go-to-market initiatives over time, with increasing ownership as the practice stabilizes and grows

Economics & Performance

Own engagement and portfolio performance, including realization, utilization, pricing, and profitability
Identify opportunities to enhance efficiency and expand client value
Collaborate with leadership on pricing strategy and engagement structuring

Firm Leadership & Operating Discipline

Serve as a member of the Siegfried Advisory Leadership Team
Collaborate with leadership on forecasting, capacity planning, and resource alignment
Ensure adherence to Firm standards, including quality control, risk management, and compliance
Leverage tools and technology to enhance service delivery and operational efficiency

Required Qualifications

10+ years of progressive tax experience, with flexibility to consider candidates with slightly less or more experience based on capability, potential, and demonstrated maturity
Strong track record of delivering high-quality client service in a professional services environment
Demonstrated ability to lead teams, manage processes, and develop talent effectivelyDeep technical expertise across key tax areas, including partnerships, trusts, estates, and closely held business structures
Strong communication and relationship-building skills with the ability to advise senior executives and business owners
Proven ability to operate with sound judgment, professionalism, and accountability
High level of professional maturity and judgment
Ability to balance leadership, execution, and relationship management
Resilience to operate in an ambiguous, dynamic environment
Demonstrated ability to influence, align teams, and drive results
Strong alignment with SA’s culture and values, including fairness, honesty, trustworthiness, respectfulness, flexibility, and a strong work ethic
Entrepreneurial mindset with interest in building and growing a practice, as well as commitment to SA’s vision
Strong forward-thinking leader who thrives in a collaborative, fast-paced environment with high growth potential
Strong alignment with Siegfried’s High Performance Model® and core values
Approximately 20% travel as needed (refer to our in-office expectations below)
Flexibility to work extended hours as required
Ability and willingness to work in an SA office as required for an average of four days per week (or more) in accordance with SA's then-current policy. (This requirement is subject to change at the discretion of management).
For candidates not based in Philadelphia, the in-office expectation also includes travel to the Philadelphia market.