Tax Advisory

Senior Manager, Tax Advisory ServicesSiegfried 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.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.We are seeking an experienced and client-focused Senior Manager to join our Tax Advisory Services group. In this role, you will lead the delivery of complex tax engagements for high-net-worth individuals and entrepreneurial businesses, ensuring technical accuracy, timeliness, and a personalized client experience. You will manage and mentor a team of professionals, contribute to strategic initiatives, and collaborate with leadership on client development, operational planning, and process improvement. This position requires strong tax expertise, leadership capabilities, and a commitment to excellence and firm values.This role is ideally based in Wilmington, DE or Philadelphia, PA where the firm is building a strong, connected presence and successful candidates should be willing to be in-office 4 days per week. We are also open to flexible New York Metro-based candidates that are willing to be on-site in our Philadelphia or Wilmington office 1-2 days per week.Supervisory Responsibility: This position supervises other Managers, Associate Managers, Senior Associates and Associates of the Tax Advisory Services team.Essential Functions & Key Responsibilities:Support the strategic direction of the Tax Advisory Services team and lead its execution in collaboration with senior leadershipServe as a key advisor to high-net-worth individuals, entrepreneurs, and family offices, delivering tailored tax planning, compliance, and advisory servicesManage daily client engagements, ensuring accuracy, timeliness, and exceptional serviceLead and mentor a team of tax professionals, fostering a culture of excellence, accountability, and continuous learning, while supporting the development of future leadersDeliver comprehensive tax strategies that align with client objectives, ensuring compliance and identifying opportunities for optimizationMonitor engagement performance, including realization, utilization, and profitability, and take proactive steps to improve efficiency and value deliveryCollaborate with Directors and firm leadership on billing, client onboarding, and engagement planningPartner with Operations & Finance to support budgeting, forecasting, and resource planning for your book of businessSupervise and coach Managers, Seniors, and Associates, providing regular feedback, technical guidance, and career development supportChampion a culture of accountability, collaboration, and continuous development across the tax teamDevelop high-potential talent and prepare them for future leadership rolesEnsure engagement compliance with firm policies, risk protocols, and quality standardsUse technology and analytics to streamline tax workflows, enhance insights, and boost efficiencyRequired Qualifications:Bachelor's degree in Accounting, Finance, or a related fieldCPA or EA designation812 years of progressive tax experience, including significant exposure to high-net-worth individuals, closely held businesses, and multi-entity structuresStrong technical knowledge of federal, state, and local tax laws, with hands-on experience in S corporations, partnerships, and trust taxationProven ability to manage client relationships, lead teams, and deliver high-quality work under tight deadlinesExcellent communication and interpersonal skills, both written and verbal, with the ability to explain complex tax concepts clearly and conciselyExhibits strong leadership and mentoring skills with a focus on team growth and collaborationWillingness to work an average of 4850 hours per weekStrong analytical and problem-solving skillsAbility to thrive in a fast-paced, high-demand, growth-oriented environment with a high energy levelStrong 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 FirmEntrepreneurial spirit and commitment to Firm's visionStrong intangibles aligning with High Performance ModelMust be commutable to either the Philadelphia, PA or Wilmington, DE office locations for events and meetingsAbility 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 credentialPrior experience at a Big 4 or leading regional accounting/advisory firmProficiency in preparing and reviewing S Corporation and trust tax returnsFamiliarity with sales and use tax compliance and advisory mattersDemonstrated ability to develop tax positions and provide strategic guidance to clients on complex tax issuesExperience advising on business transactions, including mergers, acquisitions, and entity restructuringWorking knowledge of CCH Axcess and CCH Engagement platforms or similar tax compliance / workflow systemsThis position is an exempt position under FLSA. This position is and will remain at-will in nature.