Director of Tax Advisory

Director Of Tax Advisory Services

Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP 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.

Position Summary

We are seeking a strategic and technically proficient Director to join our Tax Advisory Services group. The Director of the Tax Planning & Compliance (TPC) team leads the strategic execution of the Tax Advisory practice. This role serves as a trusted advisor to high-value clientsentrepreneurs, executives, and family officesdelivering tailored tax planning, compliance, and wealth strategies. The Director oversees engagement delivery, ensuring technical excellence, operational efficiency, and a high-touch client experience. Responsibilities include managing team performance, mentoring staff, driving innovation through technology, and collaborating with firm leadership on financial planning and client development. This position requires deep tax expertise, strong leadership, and a commitment to the firm's values and growth vision.

Essential Functions & Key Responsibilities

• Contribute to the strategic direction of the TPC team and lead its execution aligned with senior leadership.
• Serve as a leadership advisor for high-value clients, delivering personalized tax planning, compliance oversight, and integrated wealth strategies.
• Oversee client service delivery to ensure accuracy, timeliness, and a high-touch experience.
• Deliver high-quality tax advisory services to entrepreneurial businesses and high-achieving individuals, including founders, executives, and family offices.
• Design and implement innovative tax strategies that align with client goals, ensuring compliance while optimizing tax outcomes.
• Monitor engagement performance, including realization, utilization, and profitability, and take proactive steps to improve efficiency and value delivery.
• Collaborate with firm leadership on billing arrangements, client onboarding, and engagement economics.
• Partner with Operations & Finance to support budgeting, forecasting, and resource planning for your book of business.
• Champion a culture of accountability, collaboration, and continuous development across the tax team.
• Develop high-potential talent and prepare them for future leadership roles.
• Ensure engagement compliance with firm policies, risk protocols, and quality standards.
• Use technology and analytics to streamline tax workflows, enhance insights, and boost efficiency.

Supervisory Responsibility

This position supervises the Senior Managers and Managers of the Tax Planning & Compliance Group.

Required Qualifications

Desired Qualifications

FLSA / At-Will Employment