A Tax Specialist is responsible for documenting all stages of the accounting cycle in order to prepare Federal, State and local tax returns. Will review data prior to preparing the returns, prepare and file returns and will also provide background documentation in case of an audit.
Director of Tax Advisory
Job Description
Director of Tax Advisory
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
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
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