Director, Tax Advisory

Director, Tax Advisory Overview

• The Director, Tax Advisory will lead and expand the Tax Advisory Services practice, delivering exceptional client outcomes and fostering long-term relationships.
• This role involves providing strategic tax planning and compliance services to entrepreneurs, executives, and high-net-worth individuals.
• Collaborate with leadership to position the practice for future scalability and growth.
• Develop and mentor a high-performing team, emphasizing professional growth and accountability.
• Ensure adherence to firm standards, including quality control and risk management.
• Leverage tools and technology to enhance service delivery and operational efficiency.
• Participate in leadership initiatives and contribute to the firm’s strategic direction.
• Engage in business development activities to expand client relationships and identify new opportunities.

Director, Tax Advisory Key Responsibilities & Duties

• Lead the Tax Advisory Services practice, ensuring high-quality, responsive, and proactive client service delivery.
• Serve as a senior advisor to clients, delivering tailored tax strategies and solutions.
• Oversee complex tax advisory engagements, ensuring technical excellence and client satisfaction.
• Mentor and develop team members, fostering a culture of collaboration and continuous improvement.
• Drive operational efficiency and enhance client value through innovative practices.
• Collaborate with leadership on capacity planning, resource alignment, and strategic initiatives.
• Ensure compliance with firm policies and regulatory requirements.
• Support the firm’s growth through business development and market expansion efforts.

Director, Tax Advisory Job Requirements

• Bachelor of Science (BS) degree in a relevant field is required.
• Minimum of 10 years of progressive tax experience, preferably in a professional services environment.
• Proven ability to lead teams, manage processes, and develop talent effectively.
• Deep technical expertise in tax areas, including partnerships, trusts, and estates.
• Strong communication and relationship-building skills, with the ability to advise senior executives.
• Demonstrated entrepreneurial mindset and alignment with the firm’s values and vision.
• Willingness to travel and work in a hybrid arrangement as required.
• Commitment to continuous learning and professional development.