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.
• Leverag…