Senior Tax Associate, Accounting Advisory

At Sharp Financial, we serve entrepreneurs who are building great companies — and we need sharp minds to help them do it. As a Sr. Tax Associate, you won’t just be part of the team — you’ll help shape it. Our Tax Accounting Advisory professionals work directly with clients to improve financial clarity, solve operational challenges, and support growth.

As a Senior Tax Associate, you will work closely with the tax and accounting service teams to help entrepreneurs and closely held business owners achieve financial success through growth, transition, and retirement. You will be responsible for executing high-quality services, assisting in review of the work products from other staff and clients, performing research, and supporting the overall growth of the practice.

What You'll Be Doing

• 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.
  

• 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
• Exposure to M&A, business transitions, and entity restructuring is a plus
• Demonstrated ability to build and maintain strong client relationships

Why Sharp?

• Competitive comp + annual bonus
• Full benefits, 401(k), flexible PTO
• Summer Fridays!
• Various perks such as sport tickets, raffles, etc.
• Team-first, people-centric culture
• Exposure to high-growth companies and complex projects
• Career pathing that’s built around your strengths and goals

• 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