Tax Advisory - Manager

About the role

Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP, provides strategic leadership, financial, and tax advisory services to entrepreneurial organizations and their leaders. We help clients transform themselves into better leaders to improve their lives.

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.
• Aid in developing and implementing tax strategies that align with client goals and ensure compliance.
• Maintain engagement performance metrics such as realization and utilization, identifying 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