Tax Planning & Compliance - Manager

Manager, Tax Planning & Compliance

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, 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.

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.
• 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.