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Manager, Tax – Family Office

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Siegfried Advisory, LLC an affiliate of The Siegfried Group, LLP, is currently looking for a Manager, Tax – Family Office to join its Tax Advisory Service group. 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 and has high visibility to all executive team members.

RESPONSIBILITIES

  • Lead and grow our tax advisory business, with a specific focus on our family office service offerings
  • Develop and leverage emotionally compelling relationships with family office clients.
  • Lead and develop a team of tax professionals through guidance and mentoring.
  • Identify target family office 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  family office 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.
  • This role has a specific focus on building relationships within our family offices clients and being a trusted advisor to our clients, maintaining awareness of their needs and providing superior service.

REQUIREMENTS

  • Degree in Accounting or Finance required
  • Master’s in Taxation preferred
  • CPA required
  • 5+ years in tax and accounting, with a focus on high net worth individuals and family offices
  • Client Services experience is a must.
  • Business Development acumen experience preferred.
  • Strong values aligned with Corporate Culture (Fairness, Honesty, Trustworthy, Respectful, Flexible, Strong Work Ethic)
  • Excellent interpersonal skills and team building skills
  • Analytical and problem-solving skills
  • Attention to detail and high level of accuracy
  • Effective written communications skills
  • Applicable Technology (MS Office Suite)
  • Time management skills

About Siegfried Advisory, LLC

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. https://siegfriedadvisory.com/

About Siegfried

We work alongside financial executives across the nation, on their most important accounting and finance projects. Filled with an innovative spirit and led by an ambitious entrepreneur, we provide unique Leadership Advisory combined with high potential talent. At the heart of our Firm is our approach to individual leadership and the continual pursuit of helping people grow both personally and professionally. We value being fair, having fun and sharing stakeholder value! Visit www.siegfriedgroup.com to learn more.

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