Tax Advisory - Manager

About Siegfried Advisory

Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP encompasses strategic leadership, financial, and tax advisory services available to future-thinking entrepreneurial organizations and their leaders looking to further enhance, grow and evolve their business.

We help People transform themselves into better Leaders to exponentially improve their Lives .

Company Overview

Siegfried Advisory ("SA") 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.

Position Summary

We are seeking an experienced and client-focused Manager to join our Tax Advisory Services group. In this role, you will oversee the delivery of tax engagements for high-net-worth individuals and entrepreneurial businesses, ensuring technical accuracy, timeliness, and personalized client experience. You will supervise and develop junior team members, contribute to process improvement, and collaborate with senior leadership on client service and operational execution. This position requires strong tax knowledge, organizational skills, and a commitment to excellence and firm values.

Supervisory Responsibility

This position supervises Senior Associates and Associates of the Tax Planning & Compliance (TPC) team.

Essential Functions & Key Responsibilities

• Manage day-to-day client engagements, ensuring timely and accurate delivery of tax planning, compliance, and advisory services.
• Serve as a trusted advisor to clients, including high-net-worth individuals, entrepreneurs, and family offices.
• Support the execution of strategic initiatives in collaboration with senior leadership.
• Supervise and mentor junior team members, providing technical guidance, feedback, and career development support.
• Assist in developing and implementing tax strategies that align with client goals and ensure compliance.
• Monitor engagement performance metrics such as realization and utilization and identify opportunities for efficiency and value enhancement.
• Collaborate with Directors and firm leadership on client onboarding, billing, and engagement planning.
• Partner with Operations & Finance to support budgeting and resource planning for your engagements.
• Promote a culture of accountability, collaboration, and continuous learning within the tax team.
• Ensure compliance with firm policies, risk protocols, and quality standards.
• Leverage technology and analytics to streamline workflows and enhance client insights.

Required Qualifications

• Bachelor's degree in Accounting, Finance, or a related field
• CPA or EA designation
• 5-7 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, with hands-on experience in S corporations, partnerships, and trust taxation
• 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
• Strong analytical and problem-solving skills
• Ability to thrive in a fast-paced, high-demand, growth-oriented environment with a high energy level
• 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).

Desired Qualifications

• 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

FLSA/At-Will Employment

• This position is an exempt position under FLSA.
• This position is and will remain at-will in nature.

It is the intent of Siegfried Advisory ("Siegfried") to provide Equal Opportunity for all persons in employment. All employment decisions, policies and practices are in accordance with federal, state and local anti-discrimination laws. Siegfried will not engage in or tolerate unlawful discrimination (including any form of unlawful harassment or retaliation) on account of a person's race, color, religion, age, sex (including pregnancy), national origin, sexual orientation, gender identity, marital status, genetic information, disability, immigrant status, or veteran status, or any other consideration made unlawful by applicable federal, state or local laws.

Learn more about our Total Compensation Philosophy.