Director of Tax Advisory

Rare Bird Recruiting; Philadelphia (Philadelphia County); Hybrid; USD 225,000 - 275,000; Full time

Job summary

Rare Bird Recruiting, LLC is assisting a financial and tax advisory client in Philadelphia in hiring a Director of Tax Advisory Services to lead growth, operations, and strategic direction of the TAS practice.

You will oversee complex engagements, mentor professionals, and drive business development, with a hybrid work arrangement (4 days in office) and a base salary of $225,000–$275,000 plus bonus and benefits.

Qualifications

• 10+ years of progressive tax experience with leadership potential.
• Expertise in partnerships, trusts, estates, and closely held entities.
• Lead teams, mentor talent, and manage complex engagements.
• Strong relationship-building and communication with business owners and executives.
• Commercial mindset and interest in growing a tax advisory practice.
• Balance hands-on tax work with client relationships and strategic leadership.

Responsibilities

• Lead complex tax engagements, develop proactive tax strategies, and build trusted client relationships.
• Mentor tax professionals, establish accountability, and develop future leaders.
• Grow the practice by expanding relationships and supporting business development.
• Oversee engagement pricing, realization, utilization, profitability, and operations.
• Contribute to strategic planning and leadership as a member of Advisory Leadership Team.

Skills

Tax leadership

Client advisory

Team leadership

Business development

Relationship building

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