iWorld Professionals is seeking a Managing Director of Tax Advisory for our client, a leader in providing financial and accounting advisory services in New York City.
Director of Tax Advisory Position Summary:
Be a part of a fast-growing, purpose-driven financial and tax advisory organization that is scaling rapidly and expanding its leadership team. This is a unique opportunity for a senior tax professional to step into a high-impact Managing Director role with the ability to shape strategy, mentor future leaders, and work closely with entrepreneurial clients.
This role is ideal for someone who enjoys both technical depth and strategic influence, thrives in a collaborative environment, and is motivated by growth, innovation, and building something meaningful.
Managing Director of Tax Advisory Responsibilities:
- Lead the delivery of high-quality, personalized tax advisory and compliance services
- Partner with senior leadership to shape the direction and growth of the Tax Advisory practice
- Serve as a trusted advisor to entrepreneurial businesses, executives, and high-net-worth individuals
- Oversee engagement performance including quality, profitability, and efficiency
- Collaborate with operations, finance, and leadership teams on staffing, forecasting, and resource planning
- Guide client onboarding, engagement economics, and service delivery models
- Mentor, develop, and grow high-performing tax professionals
- Ensure compliance with quality, risk, and regulatory standards
- Leverage technology and analytics to improve workflows, insights, and efficiency and continuous process improvement
Managing Director of Tax Advisory Requirements:
- 10+ years of progressive tax experience with proficiency in preparing and reviewing S Corp and trust tax returns. CPA required.
- Background advising high-net-worth individuals, closely held businesses, and multi-entity structures
- Experience working with entrepreneurs, emerging growth companies, or family offices preferred
- Prior client-facing leadership experience
- Strong knowledge of federal, state, and local tax
- Experience with individuals, partnerships, trusts, and S-corps
- Exposure to complex tax strategies such as entity structuring, deferred compensation, and transactions
- Proven ability to lead, mentor, and build high-performing teams with a solutions-oriented mindset
- Strong communicator who can translate complex tax topics clearly
- Entrepreneurial, collaborative, and growth-focused
Excellent executive compensation package based on experience plus comprehensive executive benefits package and equity. Apply today to iWorld Professionals for immediate confidential consideration.