Skip to main content

Tax Planning & Compliance - Manager

Posted yesterday

eclipse recruiting solutionsNew York (NY)

SENIORITY

Lead

Apply (opens in a new tab)

About the role

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 OnLead 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 BringHigh 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 FinanceCPA or EAClient services experience 5+ years in tax
  • Experience with partnership and individual tax returnsExperience 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 experienceExperience with S Corporations and trust tax returnsExperience with sales tax experienceExperience forming tax positions and advising clients
  • Experience with business transactions
  • Business development experienceCCH 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.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

More like this