Tax Planning & Compliance - Manager

FHLB Des Moines; New York (NY); Hybrid; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a dynamic Manager for its Tax Advisory group. This role offers a unique blend of leadership and tax opportunities within a thriving CPA firm. You'll lead a talented team, develop meaningful relationships with entrepreneurial clients, and provide strategic tax advisory services. The position promises high visibility to executive leadership and the chance to significantly impact the firm's growth. If you're passionate about tax and eager to enhance your skills while mentoring others, this is the perfect opportunity to advance your career in a supportive and innovative environment.

Benefits

Competitive base salary

Lucrative incentive plans

Comprehensive health care

Dental and vision insurance

Paid vacation and sick time

401k with profit sharing

Paid holidays

Qualifications

• 5+ years in tax with experience in partnership and individual tax returns.
• Strong values aligned with Corporate Culture: Fairness, Honesty, Trustworthy.

Responsibilities

• Lead and grow the tax advisory business while managing tax engagements.
• Develop relationships with entrepreneurial organizations and provide high-quality tax services.

Skills

Leadership

Communication Skills

Interpersonal Skills

Flexibility

Entrepreneurial Spirit

Education

Degree in Accounting or Finance

CPA or EA

Master in Taxation

Tools

CCH Axcess

Engagement

Job description

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 Advisory group. We are looking for someone who loves challenges, believes in investing in themselves and their future, and wants to broaden their skillset and enhance their marketability while enhancing their individual leadership.

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. This role reports to the leader of our tax team and has high visibility to all executive team members.

WHERE YOU’LL BE

You must be commutable to either the Philadelphia, PA or Wilmington, DE office locations 2 days per week.

WHAT YOU WILL WORK ON

1. Lead and grow our tax advisory business.
2. Develop and leverage emotionally compelling relationships with leaders of future-thinking entrepreneurial organizations.
3. Lead and develop a team of tax professionals through guidance and mentoring.
4. Identify target clients; build relationships; conduct business meetings; identify and explore needs, present solutions, negotiate terms, and secure profitable tax advisory projects.
5. Provide high quality tax services to sophisticated entrepreneurial business and high net worth individual clients.
6. Manage and review tax engagements.
7. Devise and implement tax strategies and advise clients regarding the tax impact of those strategies.
8. Research and address complicated Tax and Accounting issues.
9. Negotiate with tax authorities if needed.

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

1. High energy, enthusiasm, and a strong commitment to exceed expectations.
2. Flexibility and openness to work on a variety of assignments, industries, and roles.
3. Ability to learn quickly, make an immediate impact, and provide value-added service.
4. Strong communication and interpersonal skills, and the ability to connect and build relationships with people at all levels of an organization.
5. Ability to work independently and with a high level of integrity and professionalism.
6. Team player with a strong desire to be an active, long-term participant in not only their own growth, but that of the company.
7. Entrepreneurial spirit and belief in the opportunities that Siegfried Advisory offers.
8. Interest and passion to get involved in other professional experiences such as Business Development and Recruiting.

REQUIRED QUALIFICATIONS

1. Degree in Accounting or Finance.
2. CPA or EA.
3. 5+ years in tax
   • Experience with partnership and individual tax returns.
   • Experience with state and local tax.
4. Ability to work an average of ~48-50 hours per week.
5. Strong values aligned with Corporate Culture (Fairness, Honesty, Trustworthy, Respectful, Flexible, Strong Work Ethic).
6. Ability and willingness to work in a Siegfried office as required for an average of four days per week in accordance with Siegfried's then-current policy. (This requirement is subject to change at the discretion of management)

PREFERRED QUALIFICATIONS

1. Master in Taxation.
2. Big 4 or regional firm experience.
3. Experience with S Corporations and trust tax returns.
4. Experience with sales tax experience.
5. Experience forming tax positions and advising clients.
6. Experience with business transactions.
7. CCH Axcess and Engagement experience.

WHY YOU’LL LOVE WORKING AT SIEGFRIED ADVISORY

1. We are leaders. Leadership isn’t limited to our management team. It’s something that everyone at Siegfried Advisory embraces and embodies.
2. 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.
3. We provide comprehensive benefit plans that include health care, dental, vision, paid vacation, sick time, paid holidays, 401k, profit sharing, and more.
4. We are growing! You’ll have the opportunity to learn, grow, and experience more when you invest in a career at Siegfried Advisory.

FLSA/At-Will Employment

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