Senior Tax Associate, Accounting Advisory jobs in United States
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Sharp Financial ยท 4 months ago

Senior Tax Associate, Accounting Advisory

Sharp Financial serves entrepreneurs who are building great companies, and they are seeking a Senior Tax Associate to help shape their team. The role involves working closely with tax and accounting service teams to assist clients in achieving financial success through various services including tax return preparation and strategic tax advice.

AccountingFinanceFinancial Services

Responsibilities

Prepare and coordinate tax returns for individuals, corporations, partnerships, and trusts, while ensuring accurate deliverables and effective planning
Develop a deep understanding of client operations, processes, and business objectives to offer relevant tax advice
Collaborate as part of a multidisciplinary team to deliver tax services across planning, management, structuring, and compliance while communicating findings and opportunities clearly to clients
Assist senior team members with complex tax matters, including preparation of consolidated returns, S Corps, partnerships, LLCs, and LLPs
Research for and support clients on key tax-related issues such as entity restructuring, capital raises, M&A transactions, debt restructurings, and R&D tax credits
Help identify opportunities for improved processes and general growth and development of the practice

Qualification

Tax return preparationTax advisory servicesResearch skillsClient communicationTeam collaboration

Required

Prepare and coordinate tax returns for individuals, corporations, partnerships, and trusts, while ensuring accurate deliverables and effective planning
Develop a deep understanding of client operations, processes, and business objectives to offer relevant tax advice
Collaborate as part of a multidisciplinary team to deliver tax services across planning, management, structuring, and compliance while communicating findings and opportunities clearly to clients
Assist senior team members with complex tax matters, including preparation of consolidated returns, S Corps, partnerships, LLCs, and LLPs
Research for and support clients on key tax-related issues such as entity restructuring, capital raises, M&A transactions, debt restructurings, and R&D tax credits
Help identify opportunities for improved processes and general growth and development of the practice

Company

Sharp Financial

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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 Stage
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