Director of Tax Advisory

Position Summary

The Director of Tax Advisory Services is responsible for the leadership, management, and growth of Siegfried Advisory’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 Siegfried Advisory’s reputation for excellence.

Who We Serve

• Entrepreneurs and Growth Stage Organizations
• High net-worth (HNW/UHNW) individuals and families
• Family offices
• Small and middle market businesses
• Small/medium-sized PE firms and their portfolios
• Larger enterprises - Fortune 1000 companies
• Larger public and private organizations
• Organizations executing major initiatives

What We Do

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.

Essential Functions & Key Responsibilities

Client Service & Practice Leadership

• Bring 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 Siegfried’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 Siegfried Advisory 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.
• Prowess in operating with sound judgment, professionalism, and accountability.
• High level of professional maturity and judgment.
• Resilience to operate in an ambiguous, dynamic environment.
• Proven ability to influence, align teams, and drive results.
• Strong alignment with SA’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 SA’s vision.
• Strong forward-thinking leader who thrives in a collaborative, fast-paced environment with high growth potential.
• Strong alignment with Siegfried’s High Performance Model® and core values.
• Approximately 20% travel as needed (refer to our in-office expectations below).
• Ability and willingness to work in an SA office as required for an average of four days per week (or more) in accordance with SA's then-current policy. (This requirement is subject to change at the discretion of management).