Manager, Accounting Advisory
At Sharp Financial (“Sharp”), we don’t just advise clients, we help them reimagine what’s possible. Our Accounting Advisory practice sits at the intersection of strategy and execution, helping privately held businesses and entrepreneurs strengthen financial operations, improve reporting, and prepare for growth.
We’re looking for an Accounting Advisory Manager ready to take the next step in their career: someone who’s a strong accounting professional and is eager to lead, advise, and grow. You’ll manage client relationships, oversee engagement delivery, and work cross-functionally across Sharp’s integrated model, collaborating with our Accounting & Tax Advisory, Investment Banking, and Wealth Management teams to bring holistic solutions to clients.
This is an ideal role for a rising leader who wants mentorship, autonomy, and a seat at the table in a firm built for growth.
What You’ll Do
- Lead day-to-day client engagements, overseeing compilations, reviews, and management reporting for privately held businesses.
- Act as a trusted resource and advisor to clients by helping them strengthen accounting processes, improve reporting, and translate financial data into strategy.
- Advise clients on bookkeeping, budgeting, forecasting, restructuring, and financial processes
- Provide insights on capital transactions, business transitions, and other complex analyses
- Manage workflow and project delivery, reviewing work prepared by staff and ensuring accuracy, timeliness, and alignment with Sharp’s standards of excellence.
- Develop and mentor team members, providing coaching and feedback that supports technical growth and client-ready confidence.
- Train and develop staff and senior accountants, providing one-on-one guidance to strengthen their technical skills, efficiency, and understanding of advisory-style client service.
- Bachelors degree in Accounting, Finance or related field .
- CPA required
- 6+ years of progressive experience in public accounting or consulting
- Experience with CCH Axcess and QuickBooks required
- Solid foundation in compilations, reviews, and GAAP-based financial reporting.
- Leadership potential — ready to step into people management and client ownership with the support of a collaborative leadership team.
- Entrepreneurial spirit and a genuine desire to help clients and colleagues succeed.
- 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
Average salary estimate
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