Senior Tax Advisory Associate - Hybrid, Client-Focused

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

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.