Sharp Financial ยท 5 hours ago
Manager, Tax Accounting Advisory
Sharp Financial serves entrepreneurs who are building great companies, and they are seeking a Manager of Tax Accounting Advisory. In this role, you will oversee tax engagements, improve financial clarity for clients, and manage a team while identifying tax savings opportunities.
AccountingFinanceFinancial Services
Responsibilities
Oversee tax engagements, ensuring quality and timely deliverables across multiple clients
Review complex returns for individuals, partnerships, S Corps, C Corps, and trusts
Identify tax savings opportunities and implement strategies to reduce liabilities
Conduct tax research on complex technical issues and communicate findings to clients
Advise clients on restructuring, transactions, succession planning, and other advanced tax issues
Manage engagement budgets, profitability, and timelines
Train and mentor Associates and Senior Associates, reviewing work and providing technical guidance
Build and maintain strong client relationships, becoming a go-to resource for tax questions
Qualification
Required
Bachelor's degree in Accounting or a related field
8+ years of relevant experience in public accounting or within a small- to mid-sized accounting advisory/consulting firm
Actively pursuing or committed to obtaining CPA or Enrolled Agent (EA) certification
Proficient in CCH ProSystem fx Engagement and CCH Axcess
Strong command of Microsoft Office Suite, especially Excel
Familiarity with U.S. tax compliance across Individuals, Partnerships, S-Corporations, C-Corporations, and Trusts
Demonstrated ability to build and maintain strong client relationships
Preferred
Exposure to M&A, business transitions, and entity restructuring is a plus
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Family Leave (Maternity, Paternity)
Short Term & Long Term Disability
Training & Development
Work From Home
Free Food & Snacks
Wellness Resources
Summer Fridays
Company
Sharp Financial
Sharp Financial is an integrated financial management firm that unifies business strategy, accounting, tax, wealth management, investment banking and family office services to help business owners and their families achieve the extraordinary.
Funding
Current Stage
Early StageRecent News
2025-10-29
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