Director of Tax Advisory

About Organization
Organization 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

Organization 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. We help interested people transform themselves into better leaders to exponentially improve their lives.

This organization 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 here 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.

The Firm serves two distinct audiences who have different needs, operating environments and levels of complexity across three service lines, using Leadership Advisory to build strong relationships and gain clarity around our clients’ needs and challenges.

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 , the Director of Tax Advisory Services is responsible for the leadership, management, and growth of Organization'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 organization'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 Organization's 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 organization'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 organization's 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 effectively

• Deep 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 organization'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 organization's vision

• Strong forward-thinking leader who thrives in a collaborative, fast-paced environment with high growth potential

• Strong alignment with organization's 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 organization's office as required for an average of four days per week (or more) in accordance with organization'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.

FLSA / At-Will Employment

• This position is an exempt position under the Fair Labor Standards Act

• This position is and will remain at-will in nature