Company Overview

Siegfried Advisory (“SA” or “the Firm”) is a financial and tax advisory Firm focused on helping transformative leaders such as entrepreneurs and high-net-worth individuals maximize their growth and wealth potential. We help growth-oriented leaders create more professional and personal freedoms in their lives by helping to clarify their vision of success through leadership advisory. When clients engage in both financial and tax advisory services, they can achieve exponential success by making more informed decisions that impact their business and personal lives. We help interested people transform themselves into better leaders to exponentially improve their lives.

Siegfried Advisory is a unique career choice, and we invest deeply in our people and believe in their potential. We have an exclusive group of talented professionals who are all ambitiously committed to continuous growth, personally and professionally. Our client-facing Professionals are helping leaders at growing entrepreneurial companies with their most important work and transforming themselves along the way, while our Operations team is thoughtfully working on the business and helping to grow our Firm with purpose. The investment and expectations of a career at SA are high because the reward of what we offer is even higher. We value and acknowledge the hard work of our employees in many ways, including competitive base salaries, energizing incentive compensation plans, career enhancement opportunities, and our hallmark MY Journey® program. Additionally, we offer a comprehensive benefits package that encompasses a wide range of offerings, including robust healthcare coverage, dental and vision plans, generous PTO, a 401k plan with employer match to support your financial goals, a profit-sharing program that allows you to share in the success of our organization, and unique allowances that nurture your physical, emotional, and spiritual well-being.

The Firm serves two distinct audiences who have different needs, operating environments and levels of complexity across three service lines, using Leadership Advisory to build strong relationships and gain clarity around our clients’ needs and challenges.

Who We Serve
Entrepreneurs and Growth Stage Organizations

• Entrepreneurs
• High net-worth (HNW/UHNW) individuals and families
• Family offices
• Small and middle market businesses
• Small/medium-sized PE Firms and their portfolios

Large Enterprises 
•    Fortune 1000 companies
•    Large public and private organizations
•    Organizations executing major initiatives

What We Do
•    Financial Advisory
•    Tax Advisory
•    Tax Resourcing

Position Summary

Reporting to the Chief Executive Officer of Siegfried Advisory, the Director of Tax Advisory Services is responsible for the successful management and growth of Siegfried Advisory’s Tax Advisory Services (TAS) practice.

The ideal candidate has extensive experience working with entrepreneurial and emerging growth companies, family offices and high-net-worth individuals and their portfolios.

This role serves as a trusted advisor to high-value clients—entrepreneurs, executives, and family offices—delivering

tailored tax planning, compliance, and wealth strategies. The Director oversees engagement delivery, ensuring technical excellence, operational efficiency, and high-touch client experience.

This high-impact leadership role is ideally based in Philadelphia, PA where the Firm is building a strong, connected presence. We are open to considering New York Metro- or Wilmington, DE-based candidates. Successful candidates should be willing to travel among the three offices as needed.

Supervisory Responsibility

This position is responsible for the supervision, management and development of the Tax Advisory Services team members.

Essential Functions & Key Responsibilities

Client Delivery/Practice Leadership

• Own end-to-end client service delivery across the TAS portfolio, ensuring accuracy, timeliness, and a high-touch client experience. Responsible for the management of practice performance.

• Serve as a senior advisor to key clients, delivering integrated tax strategies across planning, compliance, and wealth considerations

• Direct the execution of the TAS strategy, aligning team priorities, client service model, and growth objectives with Firm leadership

• Lead the delivery of complex tax advisory services to entrepreneurial businesses, founders, executives, and family offices, including performing client service delivery work

• Excellent technical knowledge, experience and expertise in relevant tax areas to provide coaching, guidance and training to team

Business Development/Growth

• Drive business development and client expansion, including originating new opportunities, deepening existing relationships, and expanding the TAS portfolio

• Manage team performance and mentor staff

• Leverage innovation through technology, by collaborating with Firm leadership on financial planning and client development

• Assist in business development activities

Economics/Performance

• Own engagement and portfolio performance, including realization, utilization, pricing, and profitability

• Proactively identify and execute opportunities to improve efficiency, expand scope, and enhance client value

• Partner with leadership on engagement structuring, pricing, and billing strategies

Firm Leadership/Operating Discipline

• Serves on the Siegfried Advisory Leadership Team

• Collaborate with (Siegfried Advisory Leadership Team) SALT and Finance on forecasting, capacity planning, and resource alignment

• Ensure consistent execution of Firm standards, including risk management, quality control, and compliance protocols

• Leverage technology and data insights to modernize delivery, improve workflows, and enhance decision-making

People Leadership

• Build, develop, and retain a high-performing tax team, with clear expectations and accountability

• Coach and develop high-potential talent, building a sustainable leadership pipeline

• Champion a culture of accountability, collaboration, and continuous improvement

Required Qualifications

• 15+ years of progressive tax experience, including ownership of complex client portfolios serving high-net-worth individuals, closely held businesses, and multi-entity structures

• Proven experience serving entrepreneurs, venture-backed companies, founders, executives, and family offices

• Demonstrated ability to own and grow client relationships, consistently delivering high-quality work in fast-paced, deadline-driven environments

• Deep technical expertise across federal, state, and local tax, including individuals, partnerships, trusts, and S corporations

• Advanced capability in tax strategy and structuring, including deferred compensation, entity structuring, and business transactions

• Familiarity with sales and use tax compliance

• Experience operating in public accounting, advisory, or entrepreneurial environments with a strong commercial mindset

• Track record of driving business development and expanding client portfolios through new opportunities and relationship growth

• Proven ownership and accountability for engagement economics, including pricing, realization, utilization, and profitability management

• Demonstrated success leading, developing, and retaining high-performing teams, with a focus on accountability, coaching, and building future leaders

• Strong analytical and problem-solving capabilities, with the ability to apply sound judgment in complex and evolving tax situations

• Ability to build trust and credibility across stakeholders and advise both technical and non-technical audiences, including senior executives and business owners

• Clear, concise, and confident communicator, able to translate complex tax matters into actionable insights

• Leadership presence and judgment to set direction, align teams, remove barriers, and drive execution

• Demonstrated ability to set expectations, enforce accountability, and build a high-performing team environment with collaboration and continuous improvement

• Availability to work nights and weekends, as needed

• Entrepreneurial spirit and commitment to Firm’s vision

• Strong forward-thinking leader who thrives in a collaborative, fast-paced environment with high growth potential

• Strong intangibles aligning with High Performance Model®

• Strong alignment with SA’s culture and values, including fairness, honesty, trustworthiness, respectfulness, flexibility, and a strong work ethic

• A minimum of 20% travel required, as applicable or requested

• Ability to work nine to ten hours per day consistently throughout the year

• Ability and willingness to work in a SA office as requested, in accordance with company policy

• Ability and willingness to work in a 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)