Tax Advisory - Senior Manager

Senior Manager, Tax Advisory Services

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.

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 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 :

Desired Qualifications :

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