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.

WHO WE ARE LOOKING FOR

Siegfried Advisory is looking for an exceptionally talented and growth-oriented tax professional to join our team as an Associate 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 services to its growing group of diverse entrepreneurial clients. This position offers a unique combination of leadership and tax advisory opportunities at one of the nation’s leading CPA firms. This role reports to the leader of our tax team.

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

As an Associate, you will complete tax and financial analysis projects of critical strategic significance for our clients. Over time, the breadth and complexity of your projects will change, but you can expect to work on:

Develop and leverage emotionally compelling relationships with leaders of future-thinking, entrepreneurial organizations.
Provide high quality service and support to sophisticated, entrepreneurial business leaders and high net worth individuals.
Provide tax compliance and advisory services to partnerships, corporations and individuals for a variety of middle market and entrepreneurial businesses.
Be a key client contact.
Research and address complicated Tax and Accounting issues.
Correspond with tax authorities as needed.

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

Strong values and excellent interpersonal skills in line with our High Performance Model
Degree in Accounting or Finance required
CPA/EA preferred not required
Passion for client services
Solid understanding of basic accounting principles
Analytical and problem-solving skills
Attention to detail and high level of accuracy
Effective written communications skills
Applicable Technology expertise: MS Office Suite (especially Excel) & various tax software
Time management skills
Previous experience serving small to middle market businesses, partnerships and high net worth individuals with their tax needs preferred
Ability and willingness to work in a Siegfried office as required for an average of two days per week in accordance with Siegfried's then-current policy. (This requirement is subject to change at the discretion of management)

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.

FLSA/At-Will Employment

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

Learn more about our Total Compensation Philosophy.