Sharp Financial ยท 3 weeks ago
Senior Tax Associate, Accounting Advisory
Horsham, PA
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $110K/yr
4+ years expSharp Financial serves entrepreneurs building great companies and is seeking a Senior Tax Associate to help shape their team. In this role, you will work closely with tax and accounting service teams to assist clients in achieving financial success through various tax-related services.
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
Required
Bachelor's degree in Accounting or a related field
4+ years of relevant experience, ideally within a local public accounting 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
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.
11-50 employees
Funding
Current Stage
Early StageRecent News
2025-10-29
Company data provided by crunchbase