The Siegfried Group · 1 month ago
Tax Advisory - Senior Manager
Connecticut
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expSiegfried Advisory is a financial and tax advisory firm focused on helping transformative leaders maximize their growth and wealth potential. The Senior Manager will lead complex tax engagements for high-net-worth individuals and entrepreneurial businesses, ensuring technical accuracy and a personalized client experience while managing and mentoring a team of professionals.
AccountingConsultingFinancial Services
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
Qualification
Required
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
Preferred
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
Benefits
Competitive base salaries
Energizing incentive compensation plans
Career enhancement opportunities
Comprehensive benefits package
Robust healthcare coverage
Dental and vision plans
Generous PTO
401k plan with employer match
Profit-sharing program
Unique allowances that nurture your physical, emotional, and spiritual well-being
Company
The Siegfried Group
The Siegfried Group provides accounting resource services to accomplish important business.
1001-5000 employees
H1B Sponsorship
The Siegfried Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (24)
2024 (16)
2023 (19)
2022 (18)
2021 (22)
2020 (28)
Funding
Current Stage
Late StageTotal Funding
$64.4M2022-01-11Series Unknown· $21.45M
2021-01-06Series Unknown· $25M
2018-01-11Series Unknown· $17.94M
Leadership Team
Peter Mozzone
Managing Director
Recent News
2025-08-25
2025-07-29
The Philadelphia Inquirer
2025-07-17
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