Sharp Financial ยท 19 hours ago
Senior Manager, Tax Accounting Advisory
Sharp Financial partners with entrepreneurs who are building, scaling, and transitioning meaningful businesses. As a Senior Manager in Tax Accounting Advisory, you will lead complex tax engagements, mentor rising talent, and collaborate across various financial services to shape client outcomes and the future of the practice.
AccountingFinanceFinancial Services
Responsibilities
Lead and oversee complex tax engagements, ensuring high-quality, timely deliverables
Review and approve complex tax returns for individuals, partnerships, S Corporations, C Corporations, and trusts
Identify and implement tax planning strategies aligned with client business and personal goals
Advise clients on advanced tax matters, including restructurings, transactions, succession planning, and business transitions
Conduct and review technical tax research, translating guidance into practical recommendations
Manage engagement economics, including budgets, staffing, timelines, and profitability
Serve as a senior escalation point for complex technical and client matters
Mentor and develop Managers, Senior Associates, and Associates through coaching and technical review
Build long-term client relationships and act as a primary point of contact
Collaborate with Sharp's broader platform to deliver integrated, holistic client solutions
Contribute to practice growth, process improvement, and the continued evolution of the Tax Accounting Advisory group
Qualification
Required
Bachelor's degree in Accounting or a related field
12+ years of experience in public accounting or a small- to mid-market advisory firm
CPA or Enrolled Agent certification required
Strong technical expertise across U.S. tax compliance for Individuals, Partnerships, S Corporations, C Corporations, and Trusts
Experience with CCH ProSystem fx Engagement and CCH Axcess
Advanced Excel skills and strong command of Microsoft Office
Proven ability to independently manage complex client relationships
Demonstrated experience leading, mentoring, and developing teams
Preferred
Exposure to M&A, entity restructuring, and business transitions strongly preferred
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
Company data provided by crunchbase