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 play a key leadership role within a growing, integrated platform. This is a hands-on role for an experienced tax professional who wants ownership, influence, and the ability to help shape both client outcomes and the future of the practice.

Senior Managers at Sharp serve as trusted advisors to complex clients, lead high-impact engagements, mentor rising talent, and collaborate closely across Accounting, Tax, Advisory, Investment Banking, and Wealth. You will have real visibility, real responsibility, and the opportunity to contribute beyond a narrow service line.

What You’ll Be Doing

• 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

Requirements

• 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
• Exposure to M&A, entity restructuring, and business transitions strongly preferred
• Proven ability to independently manage complex client relationships
• Demonstrated experience leading, mentoring, and developing teams

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

*Compensation is based on experience