Head of Tax Advisory

Head Of Tax

Siegfried Advisory is seeking a seasoned and forward-thinking finance executive to lead its Tax team. The ideal Head of Tax will possess not only deep technical expertise but also the strategic insight and communication skills necessary to drive results, manage risk, and collaborate seamlessly with both internal teams and external partners.

Key Responsibilities

• Succession & Scalability Contribute to the firm's succession planning and long-term scalability. Help build the infrastructure and leadership capacity needed to scale the current tax division ($6.5M of the $15M) to $20M or greater in the next five years.
• Leadership, Culture & Team Development Lead and inspire a growing team of 1618 tax professionals. Mentor and develop talent, fostering a culture of continuous learning, collaboration, and purpose-driven work. Champion Siegfried Advisory's unique culture and values.
• Tax Strategy Lead the development and execution of a forward-thinking tax strategy aligned with Siegfried Advisory's mission to help transformative leaders grow. Collaborate closely with the President and executive leadership to shape the long-term vision for the tax function. Build strong relationships across the firm to ensure tax strategy supports broader business goals.
• Tax Planning Design and implement innovative tax planning initiatives to optimize client outcomes and firm performance. Provide strategic insights and risk assessments on complex tax issues, with a focus on entrepreneurial and high-net-worth clients.
• Tax Compliance Oversee the preparation, review, and timely filing of all tax returns and related documentation. Ensure full compliance with federal, state, and local tax regulations.
• Client Advisory Serve as a trusted advisor to clients, translating complex tax concepts into actionable insights. Engage directly with entrepreneurial leaders to support their most important work and long-term success.
• Audit & Controversy Management Manage tax audits and relationships with tax authorities. Proactively identify and mitigate risks, ensuring the firm and its clients are well positioned in all tax matters.
• Cross-Functional Collaboration Work closely with firm leaders to support business development, client acquisition, and strategic initiatives. While not directly responsible for revenue generation, it plays a key role in enabling growth through tax leadership.

Supervisory Responsibility

This role will oversee the tax services group.

Required Qualifications

This position is an exempt position under FLSA

This position is and will remain at-will in nature