Director of Tax Advisory

Meritas Advisory Group, LLC; Philadelphia (Philadelphia County); Hybrid; USD 225,000 - 275,000; Full time

Job summary

Meritas Advisory Group, LLC is seeking a Director of Tax Advisory Services to lead the TAS practice in Philadelphia. The role reports to the CEO and is responsible for growth, operations, and strategic direction, with emphasis on building trusted client relationships and mentoring the tax team.

The position includes leading complex engagements, guiding proactive tax strategies, and driving firm-wide initiatives to enhance profitability and client service.

Qualifications

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

Responsibilities

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

Skills

Tax leadership

Client relationships

Team mentorship

Business development

Strategic leadership

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