Tax Advisory Director for Growth & Wealth Clients

Legado Talent; Philadelphia (Philadelphia County); On-site; USD 150,000 - 200,000; Full time

Job summary

A nationwide financial advisory firm is seeking a Tax Director to lead its Tax Advisory Services. The role focuses on advising high-net-worth individuals, ensuring compliance, and managing client relationships. Candidates should have over 10 years of tax experience and an active CPA or EA license. This position emphasizes mentoring talent, delivering exceptional client outcomes, and driving innovation in tax workflows. Join a collaborative and growth-oriented team committed to excellence.

Qualifications

• 10+ years of progressive tax experience in advising high-net-worth individuals.
• Ability to deliver high-quality work under tight deadlines.
• Strong experience with individual, partnership, trust, and S corporation taxation.

Responsibilities

• Advise high-value clients on tax matters and planning.
• Oversee engagement delivery aligned with firm standards.
• Lead the strategic direction of the Tax Advisory Services group.

Skills

Client relationship management

Compliance oversight

Innovation in tax workflows

Mentoring and developing teams

Education

Active CPA or EA license

Tools

Tax accounting systems

Job description

A nationwide financial advisory firm is seeking a Tax Director to lead its Tax Advisory Services. The role focuses on advising high-net-worth individuals, ensuring compliance, and managing client relationships. Candidates should have over 10 years of tax experience and an active CPA or EA license. This position emphasizes mentoring talent, delivering exceptional client outcomes, and driving innovation in tax workflows. Join a collaborative and growth-oriented team committed to excellence.