Director of Tax Advisory jobs in United States
cer-icon
Apply on Employer Site
company-logo

The Siegfried Group · 3 months ago

Director of Tax Advisory

positionWilmington, DE
timeFull-time
remoteOnsite
seniorityDirector/Executive
date10+ years exp

Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP, provides strategic leadership, financial, and tax advisory services to entrepreneurial organizations. The Director of Tax Advisory Services will lead the Tax Planning & Compliance team, serving as a trusted advisor to high-value clients while ensuring operational efficiency and delivering tailored tax strategies.

AccountingConsultingFinancial Services
check
Comp. & Benefits
check
H1B Sponsor Likelynote

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

Qualification

CPAEA designationTax planning expertiseClient relationship managementLeadership skillsTax compliance knowledgeAnalytical skillsS corporationsTrustsEntrepreneurial spiritCommunication skillsTeam playerMentoring skills

Required

Bachelor's degree in Accounting, Finance, or a related field
CPA or EA designation
10–15 years of progressive tax experience, including significant exposure to high-net-worth individuals, closely held businesses, and multi-entity structures
Strong technical knowledge of federal, state, and local tax laws, including experience with S corporations, partnerships, and trusts
Proven ability to manage client relationships, lead teams, and deliver high-quality work under tight deadlines
Excellent communication and interpersonal skills, both written and verbal, with the ability to explain complex tax concepts clearly and concisely
Exhibits strong leadership and mentoring skills with a focus on team growth and collaboration
Willingness to work an average of 48–50 hours per week
Brings strong analytical skills and thrives in fast-paced, high-growth environments with a solutions-oriented mindset
Strong values aligned with our Culture (Fairness, Honesty, Trustworthy, Respectful, Flexible, Strong Work Ethic)
Team player with a strong desire to be an active, long-term participant in the overall growth of the Firm
Entrepreneurial spirit and commitment to Firm's vision
Strong intangibles aligning with High Performance Model®
Must be commutable to either the Philadelphia, PA or Wilmington, DE office locations for events and meetings
Ability and willingness to work in a Siegfried office as required for an average of four days per week (or more) in accordance with Siegfried's then-current policy. (This requirement is subject to change at the discretion of management)

Preferred

Master's degree in Taxation, JD or a related advanced credential
Prior experience at a Big 4 or leading regional accounting/advisory firm
Proficiency in preparing and reviewing S Corporation and trust tax returns
Familiarity with sales and use tax compliance and advisory matters
Demonstrated ability to develop tax positions and provide strategic guidance to clients on complex tax issues
Experience advising on business transactions, including mergers, acquisitions, and entity restructuring
Working knowledge of CCH Axcess and CCH Engagement platforms or similar tax compliance / workflow systems

Company

The Siegfried Group

twittertwittertwitter
Glassdoor3.7
company-logo
The Siegfried Group provides accounting resource services to accomplish important business.
dateFounded in 1988
location
Wilmington, Delaware, USA
people-size1001-5000 employees
web-link
http://www.siegfriedgroup.com

H1B Sponsorship

The Siegfried Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (24)
2024 (16)
2023 (19)
2022 (18)
2021 (22)
2020 (28)

Funding

Current Stage
Late Stage
Total Funding
$64.4M
2022-01-11Series Unknown· $21.45M
2021-01-06Series Unknown· $25M
2018-01-11Series Unknown· $17.94M

Leadership Team

leader-logo
Peter Mozzone
Managing Director
linkedin

Recent News

Dallas Innovates
The Siegfried Group Opens Dallas-Fort Worth Market, Citing Growth and Opportunity
2025-08-25
Morningstar.com
Siegfried expands national presence with addition of a Dallas-Fort Worth Market
2025-07-29
The Philadelphia Inquirer
University of Delaware alum pledges $71.5M to create a conservative counterpart to Biden center
2025-07-17
Company data provided by crunchbase