Tax Resourcing - Senior Associate

About the role

Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP, offers strategic leadership, financial, and tax advisory services to future-thinking entrepreneurial organizations and their leaders. We help professionals transform into better leaders to exponentially improve their careers. This role provides the opportunity to work with many of the nation’s largest corporations on critical tax projects of strategic significance.

Our Tax Resourcing services address direct and indirect tax needs, including provision processes, compliance, audit defense, planning, transaction-related initiatives, and broader business transformations such as IPO readiness and system implementations.

The longer you stay with Siegfried Advisory, the wider the breadth of accounting and finance opportunities and experiences you will gain. No two career paths at Siegfried Advisory look the same.

Responsibilities

• Deliver high-quality tax advisory and compliance services to clients across various industries.
• Work on a variety of assignments, including tax provision, compliance, audit defense, planning, and transaction-related initiatives.
• Support broader business transformations such as IPO readiness and system implementations.
• Collaborate with clients, firm leadership, and peers to build strong relationships and exceed client expectations.
• Contribute to the growth of the local office and the firm overall through active participation and entrepreneurial initiatives.
• Engage in business development and recruiting activities to support firm growth.

Requirements

• Undergraduate degree in accounting or finance.
• 3+ years of tax experience, including at least one busy season as a Senior Associate, preferably from a large CPA firm.
• Strong corporate compliance experience; partnership experience is a plus.
• CPA certification or progression toward it is preferred.
• Provision experience is required for Managers and above and encouraged for Senior Associates to Associate Managers.
• Strong computer desktop skills; advanced Microsoft Excel skills (e.g., macros, pivot tables) are desirable.
• Demonstrated career progression and job stability.

Professional Attributes

• High energy and enthusiasm with a strong commitment to exceeding client 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 to clients.
• Strong communication and interpersonal skills, with the ability to connect and build relationships.
• Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients.
• Team player with a strong desire to be an active, long-term participant in the growth of the local office and firm.
• Entrepreneurial spirit and belief in the opportunities that Siegfried offers.
• Interest and passion for involvement in business development and recruiting.

Benefits

• Competitive base salary and lucrative incentive plans as part of our Total Compensation Philosophy.
• Comprehensive benefits, including healthcare, dental, and vision coverage.
• Paid vacation, sick time, and holidays.
• 401k and profit-sharing plans.
• Allowance for professional development.