Financial Advisory Services

4 weeks ago

Wilmington, United States FHLB Des Moines Full time

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Financial Advisory Services - Experienced Associate

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locations

Philadelphia, PA

Wilmington, DE

posted on

Posted 11 Days Ago

job requisition id

JR125

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, LLC, an affiliate of The Siegfried Group, LLP, is currently looking for an

Experienced

Associate

to join its Financial Advisory Service team.

This group provides value-added business advisory services to its growing group of diverse entrepreneurial clients. This position offers a unique combination of business advisory client service opportunities and leadership development opportunities at one of the nation’s leading CPA firms. Siegfried Advisory works with entrepreneurial organizations and high net worth families to clarify their vision, and we bring quality talent to every initiative. Filled with an innovative spirit and led by an ambitious entrepreneur, we are a Leadership Advisory Firm that is committed to helping people grow, both personally and professionally. Our approach is centered around developing individual leadership and the continuous pursuit of a bigger future. At the core of it all, we value being fair, having fun and fostering stakeholder value

Where You’ll Be You must be commutable to either the Philadelphia, PA or Wilmington, DE office locations 4 days per week.

What You Will Work On Our

Experienced Associate

will develop and leverage relevant and compelling relationships to provide high quality services to sophisticated entrepreneurial business and high net worth family clients across various offerings. The primary responsibility of this role is to support client engagements. Tasks may include, but are not limited to: Working closely with senior staff on month-end and year-end accounting for clients Performing and reviewing

daily/monthly/quarterly

account reconciliations Preparing client documents Researching technical topics Ad-hoc projects and tasks assigned by supervisor.

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

Required Qualifications Bachelor’s degree in accounting or finance 2+ years of relevant work experience in accounting, audit, finance, or similarly applicable fields Analytical and problem-solving skills Strong attention to detail Excellent organizational and time management skills Ability and willingness to work in a Siegfried office as required for an average of four days per week in accordance with Siegfried's then-current policy. ( This requirement is subject to change at the discretion of managemen t)

Preferred Qualifications Client services experience CPA certification

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. 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. Information specific to New York

applicants.

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