Senior Associate, Tax Advisory

Sharp Financial; Horsham (PA); Hybrid; USD 85,000 - 118,000; Full time

Job summary

Sharp Financial in Horsham, PA, is seeking a Senior Associate, Tax Advisory. The hybrid role involves preparing and reviewing complex tax returns, researching tax law, and supporting planning strategies for closely held businesses and their owners.

The candidate should have strong tax compliance experience, knowledge of tax regulations, and excellent communication skills. CPA or progress toward CPA is strongly preferred, with opportunities for collaboration across a multidisciplinary team.

Qualifications

• Experience with individual, corporate, and pass-through entity returns.
• Strong knowledge of tax law and ability to interpret regulations.
• Experience in public accounting or tax advisory with closely held businesses.
• CPA or progress toward CPA licensure strongly preferred.
• Excellent written and verbal communication skills.

Responsibilities

• Prepare and review complex tax returns for closely held businesses and owners.
• Assist with tax planning strategies and tax provision processes.
• Research tax law and regulatory updates to inform client solutions.
• Support implementation of tax-efficient strategies and coordinate with teams.
• Attend client meetings, respond to inquiries, and document workpapers.

Skills

Tax compliance

Tax preparation

Tax research

Financial analysis

Client communication

Attention to detail

Time management

Education

Bachelor's degree in Accounting/Finance (CPA preferred)

Job description

Company Description

Sharp Financial is an integrated financial management firm that combines business strategy, accounting, tax, wealth management, investment banking, and family office services to support business owners and their families. For over 30 years, the firm has been recognized as a leading provider of innovative and tailored financial solutions. Sharp Financial serves clients across the U.S. and internationally, offering a comprehensive approach to complex financial needs. Team members join a collaborative environment focused on long-term relationships and exceptional client service.

Role Description

The Senior Associate, Tax Advisory is a full-time role responsible for delivering high-quality tax advisory and compliance services to closely held businesses, their owners, and families. Based in Horsham, PA, this hybrid position allows for a combination of in-office work and some work-from-home flexibility. Day-to-day responsibilities include preparing and reviewing complex tax returns, assisting with tax planning strategies, researching tax law and regulations, and supporting the implementation of tax-efficient solutions for clients. The role involves analyzing financial information, identifying tax risks and opportunities, preparing workpapers and documentation, and collaborating with internal teams to ensure coordinated service delivery. The Senior Associate will also participate in client meetings, respond to client inquiries, and contribute to process improvements and knowledge sharing within the tax advisory team.

Qualifications

• Candidates should possess strong skills in tax compliance and tax preparation, including experience with individual, corporate, and pass-through entity returns.
• Candidates should possess solid knowledge of tax law and general tax principles, with the ability to research, interpret, and apply regulations to client situations.
• Candidates should possess a sound understanding of finance and financial analysis to support tax planning and advisory recommendations.
• Bachelor’s degree in Accounting, Finance, or a related field; CPA or progress toward CPA licensure is strongly preferred.
• Several years of relevant tax experience in public accounting or a tax advisory environment, with exposure to closely held businesses and high-net-worth individuals.
• Strong analytical, problem-solving, and organizational skills, with attention to detail and the ability to manage multiple client engagements and deadlines.
• Effective written and verbal communication skills, including the ability to explain complex tax concepts to clients in clear, practical terms.
• High level of integrity, discretion, and commitment to client service, with the ability to work both independently and collaboratively in a hybrid work setting.