Manager, Accounting Advisory

Sharp Financial

$90K — $120K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field
  • CPA certification required
  • 6+ years of experience in public accounting or consulting
  • Familiarity with CCH Axcess and QuickBooks
  • Strong knowledge of compilations, reviews, and GAAP financial reporting
  • Leadership potential for client management
  • Entrepreneurial spirit with a focus on client and team success

Responsibilities

  • Lead client engagements and oversee management reporting for privately held businesses
  • Act as a trusted advisor, enhancing clients' accounting processes and financial strategies
  • Advise on bookkeeping, budgeting, forecasting, and restructuring
  • Provide insights on capital transactions and complex financial analyses
  • Manage workflow, ensuring accuracy and timeliness in deliverables
  • Develop and mentor team members through coaching and feedback
  • Train staff to enhance technical skills and client service capabilities

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 programs
  • Work From Home flexibility
  • Complimentary food and snacks
  • Wellness resources
  • Summer Fridays initiative
Full Job Description
We9re looking for an Accounting Advisory Manager ready to take the next step in their career: someone who9s a strong accounting professional and is eager to lead, advise, and grow. You9ll manage client relationships, oversee engagement delivery, and work cross-functionally across Sharp9s 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 You9ll 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 Sharp9s 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.

Requirements
  • Bachelors degree in Accounting, Finance or related field .
  • CPA or CPA track
  • 6+ years of progressive experience in public accounting or consulting
  • 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.

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

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