Tax Director

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 fast-growing financial and tax advisory firm is seeking a Tax Director to lead and expand its Tax Advisory Services function. This is a high-impact leadership role for a technically strong, forward-thinking tax professional with deep experience advising entrepreneurial and emerging growth companies, family offices, and high-net-worth individuals.

The ideal candidate is an entrepreneurial, people-centered leader who thrives in a collaborative, fast-paced environment and is passionate about developing talent while delivering exceptional client outcomes.

Key Responsibilities

• Serve as a trusted advisor to high-value clients, including entrepreneurs, executives, and family offices
• Deliver personalized tax planning, compliance oversight, and integrated wealth strategies
• Ensure a high-touch client experience with consistent technical excellence, accuracy, and timeliness
• Lead and execute the strategic direction of the Tax Advisory Services (TAS) group in alignment with firm leadership
• Oversee engagement delivery, ensuring compliance with internal policies, risk protocols, and quality standards
• Advise on complex tax matters including entity structuring, business transactions, deferred compensation, and multi-entity planning
• Monitor and manage engagement performance, including realization, utilization, and profitability
• Collaborate with leadership on billing structures, client onboarding, and engagement economics
• Partner with Operations and Finance on budgeting, forecasting, and resource planning for the tax practice
• Build, mentor, and develop high-performing teams with a focus on accountability, collaboration, and continuous development
• Identify and develop high-potential talent and support succession planning and future leadership readiness
• Champion a values-driven culture centered on growth, humility, and purpose
• Leverage technology, analytics, and process improvements to enhance efficiency and insights
• Drive innovation in tax workflows and service delivery models

Ideal Experience & Qualifications

• 10+ years of progressive tax experience advising high-net-worth individuals, closely held businesses, and complex, multi-entity structures
• Active CPA or EA license required
• Experience working with entrepreneurs, venture-backed companies, and emerging growth environments strongly preferred
• Proven ability to manage client relationships and deliver high-quality work under tight deadlines
• Deep knowledge of federal, state, and local tax laws
• Strong experience with individual, partnership, trust, and S corporation taxation
• Advanced tax accounting knowledge and ability to advise on complex planning and transactional issues
• Familiarity with sales and use tax compliance is a plus
• Background in public accounting, advisory, or entrepreneurial environments
• Demonstrated success leading, mentoring, and developing high-performing teams
• Strong alignment with a mission-driven, growth-oriented culture

Legado Talent provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Company Profile

Legado Talent is a national recruiting and executive search firm founded with the purpose of doing recruitment differently. Headquartered in Kansas City and operating nationwide, the company is built on the belief that true recruiting strength comes from exceptional people, service quality, and long-term partnerships with both clients and candidates.

Mission & Values

• To help clients build their legacy by delivering top-tier, passive talent that aligns with business strategy and culture.
• To treat each client and candidate as our most important partner — with personalized service, integrity, and responsiveness.
• To bring together industry-leading recruitment expertise with a boutique, consultative approach.

Learn more about Legado Talent and our service offerings by visiting www.legadotalent.com.