Tax Advisory - Senior Associate jobs in United States
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The Siegfried Group · 3 months ago

Tax Advisory - Senior Associate

positionWilmington, DE
timeFull-time
remoteHybrid
seniorityMid, Senior Level
date3+ years exp

Siegfried Advisory is an affiliate of The Siegfried Group, LLP, providing strategic leadership and tax advisory services. They are seeking a Senior Associate to support their Tax Advisory group by completing tax and financial analysis projects and providing high-quality service to clients.

AccountingConsultingFinancial Services
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Comp. & Benefits
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H1B Sponsor Likelynote

Responsibilities

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
Support leaders in the growth of our tax advisory business, with a focus on growing our tax provision practice
Provide tax compliance and advisory services to partnerships, corporations and individuals for a variety of middle market and entrepreneurial businesses
Manage smaller tax engagements; be a key client contact
Devise and implement tax strategies and advise clients regarding the tax impact of those strategies
Research and address complicated Tax and Accounting issues
Correspond with tax authorities as needed
Lead and develop staff through guidance and mentorship

Qualification

Tax provisions (ASC740)CPAAccounting degreeTax compliance servicesAnalytical skillsMS Office SuiteBig 4 experienceInterpersonal skillsCommunication skillsTime managementAttention to detail

Required

Strong values and excellent interpersonal skills in line with our High Performance Model
Degree in Accounting or Finance required
3+ years of tax experience with a focus on tax provisions (ASC740)
CPA, or CPA in process
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

Preferred

Big 4 experience
MS, Tax
Previous experience serving small to middle market businesses, partnerships and high net worth individuals with their tax needs

Benefits

Comprehensive benefit plans that include health care, dental, vision, paid vacation, sick time, paid holidays, 401k, profit sharing, and more

Company

The Siegfried Group

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The Siegfried Group provides accounting resource services to accomplish important business.
dateFounded in 1988
location
Wilmington, Delaware, USA
people-size1001-5000 employees
web-link
http://www.siegfriedgroup.com

H1B Sponsorship

The Siegfried Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (24)
2024 (16)
2023 (19)
2022 (18)
2021 (22)
2020 (28)

Funding

Current Stage
Late Stage
Total Funding
$64.4M
2022-01-11Series Unknown· $21.45M
2021-01-06Series Unknown· $25M
2018-01-11Series Unknown· $17.94M

Leadership Team

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Peter Mozzone
Managing Director
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Recent News

Dallas Innovates
The Siegfried Group Opens Dallas-Fort Worth Market, Citing Growth and Opportunity
2025-08-25
Morningstar.com
Siegfried expands national presence with addition of a Dallas-Fort Worth Market
2025-07-29
The Philadelphia Inquirer
University of Delaware alum pledges $71.5M to create a conservative counterpart to Biden center
2025-07-17
Company data provided by crunchbase