Tax Advisory - Philadelphia, PA

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 ev ...

Job description

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 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 leadership

•Serve as a key advisor to high-net-worth individuals, entrepreneurs, and family offices, delivering tailored tax planning, compliance, and advisory services

•Manage daily client engagements, ensuring accuracy, timeliness, and exceptional service

•Lead and mentor a team of tax professionals, fostering a culture of excellence, accountability, and continuous learning, while supporting the development of future leaders

•Deliver comprehensive tax strategies that align with client objectives, ensuring compliance and identifying opportunities for optimization

•Monitor engagement performance, including realization, utilization, and profitability, and take proactive steps to improve efficiency and value delivery

•Collaborate with Directors and firm leadership on billing, client onboarding, and engagement planning

•Partner with Operations & Finance to support budgeting, forecasting, and resource planning for your book of business

•Supervise and coach Managers, Seniors, and Associates, providing regular feedback, technical guidance, and career development support

•Champion a culture of accountability, collaboration, and continuous development across the tax team

•Develop high-potential talent and prepare them for future leadership roles

•Ensure engagement compliance with firm policies, risk protocols, and quality standards

•Use technology and analytics to streamline tax workflows, enhance insights, and boost efficiency

Required Qualifications

•Bachelor's degree in Accounting, Finance, or a related field

•CPA or EA designation

•8–12 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).

•If based outside of Philadelphia, PA or Wilmington, DE - successful candidates should be willing to be in-office 4 days per week including traveling to the Philadelphia or Wilmington office 1-2 days per week.

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.

Learn more about our Total Compensation Philosophy.