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
WHO WE ARE LOOKING FOR
Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP, is looking for a Manager to support its Tax Planning & Compliance group. This group provides value-added tax advisory and compliance services to its growing group of diverse entrepreneurial clients. This position offers a unique combination of leadership and tax opportunities at one of the nation’s leading CPA firms.
All of our Professionals are uniquely talented and bring high levels of professionalism to their jobs. They have excellent interpersonal, team building, analytical, and problem-solving skills, as well as a high level of accuracy and attention to detail. They are effective written and verbal communicators who manage their time well.
WHERE YOU’LL BE
You must be commutable to either the New York, NY; Philadelphia, PA or Wilmington, DE office locations 2-3 days per week.
WHAT YOU WILL WORK ON
Lead and grow our tax advisory business.
Develop and leverage emotionally compelling relationships with leaders of future-thinking entrepreneurial organizations.
Lead and develop a team of tax professionals through guidance and mentoring.
Identify target clients; build relationships; conduct business meetings; identify and explore needs, present solutions, negotiate terms, and secure profitable tax advisory projects.
Provide high quality tax services to sophisticated entrepreneurial business and high net worth individual clients.
Manage and review tax engagements.
Devise and implement tax strategies and advise clients regarding the tax impact of those strategies.
Research and address complicated Tax and Accounting issues.
Negotiate with tax authorities if needed.
Devise and implement tax strategies and advise clients regarding the tax impact of those strategies.
Manage and review tax engagements.
Research and address tax issues.
Negotiate with tax authorities if needed.
Develop and leverage emotionally compelling relationships with future-thinking organizations.
Identify target clients; build relationships; conduct business meetings; identify and explore needs, present solutions, negotiate terms, and secure profitable tax advisory projects.
Siegfried Advisory works with businesses to meet their tax and accounting needs across a variety of offerings. Our tax practice specifically is focused on servicing partnership and individual clients. We support our clients through the entire business lifecycle – with a focus on both compliance and advisory throughout.
Managers are also responsible for mentoring and developing associates in the group to help them achieve their professional goals and to ensure they are receiving the adequate training and other resources in order to succeed. These responsibilities may include suggesting topics for L&D efforts, reviewing internal processes and requirements, and incorporating client feedback into development materials.
WHAT YOU BRING
High energy, enthusiasm, and a strong commitment to exceed expectations
Flexibility and openness to work on a variety of assignments, industries, and roles
Ability to learn quickly, make an immediate impact, and provide value-added service
Strong communication and interpersonal skills, and the ability to connect and build relationships with people at all levels of an organization
Ability to work independently and with a high level of integrity and professionalism
Team player with a strong desire to be an active, long-term participant in not only their own growth, but that of the company
Entrepreneurial spirit and belief in the opportunities that Siegfried Advisory offers
Interest and passion to get involved in other professional experiences such as Business Development and Recruiting
REQUIRED QUALIFICATIONS
Degree in Accounting or Finance
CPA or EA
Client services experience
5+ years in tax
Experience with partnership and individual tax returns
Experience with state and local tax
Ability to work an average of ~48-50 hours per week
Business development acumen
Strong values aligned with Corporate Culture (Fairness, Honesty, Trustworthy, Respectful, Flexible, Strong Work Ethic)
PREFERRED QUALIFICATIONS
Master in Taxation
Big 4 or regional firm experience
Experience with S Corporations and trust tax returns
Experience with sales tax experience
Experience forming tax positions and advising clients
Experience with business transactions
Business development experience
CCH Axcess and Engagement experience
WHY YOU’LL LOVE WORKING AT SIEGFRIED ADVISORY
We are leaders. Leadership isn’t limited to our management team. It’s something that everyone at Siegfried Advisory embraces and embodies.
We offer a competitive base salary AND lucrative incentive plans. On average over the last 5 years, professionals have earned 30% – 40% of their base salary in incentives.
We provide comprehensive benefit plans that include health care, dental, vision, paid vacation, sick time, paid holidays, 401k, profit sharing, and more.
We are growing! You’ll have the opportunity to learn, grow, and experience more when you invest in a career at Siegfried Advisory.
We offer tailored and customized recruiting solutions to your firm’s hiring needs. We understand that in this competitive market, every client is different, and a one-size approach will not achieve your intended goals and objectives. Hence, we individualize our defined talent acquisition plan for every single search.
Eclipse is a national search firm; we specialize in placements of finance and accounting professionals in all locations around the USA. All recruiters employed started their careers in public accounting and then moved into industry. We aim to utilize a variety of both personal and professional experience gained during that time to help our clients attract talented candidates.
We work with a multitude of large reputable firms and industry leaders including; investment banks, hedge funds, private equity firms, broker-dealers, insurance companies, fortune 500 companies, public listed entities, start up’s, early growth stage companies, consulting firms, advisory, service firms, regulators, Big 4 and more.
As the total solar eclipse accounts for the straight configuration of 3 important celestial bodies, the Sun, Moon and Earth, we have identified these as the candidate, job and client in our recruiting universe. At Eclipse Recruiting, our mission is to perfectly align our candidate with a career-advancing job at the best-fit client, that best matches their profile.
Our firm possesses over 35 years of work experience, stemming from accounting, finance, management, consulting, mentorship, HR, and agency recruiting. We are very familiar with what it means to work as an employee in industry, which provides us with an invaluable advantage in dealing with both clients and candidates alike.
