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Senior Tax Manager

Ascend

Ascend

Administration
United States
Posted on Wednesday, January 31, 2024
Who We Are

At Ascend, we understand the struggles that accounting & finance professionals face in traditional public accounting firms - from rigid hierarchies, overwhelming workloads, and the elusive work-life balance. It’s time for a transformative change. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number; you’re a valued member of a community that supports & celebrates your professional & personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and comprehensive resources.

Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings our partner firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while having access to resources of a large CPA firm. These resources include growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives.

Founded in January 2023, Ascend attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation. Explore Ascend, where your career soars without sacrificing your quality of life.

The Role

As Ascend continues to grow, we are actively on the lookout for skilled tax professionals to elevate our network of partner firms. As a Senior Tax Manager, you’ll play a crucial part in driving a culture of professional & personal growth, innovative collaboration, and balanced & quality-oriented performance. Our partner firms offer a spectrum of engaging working environments, each offering its own unique set of perks & opportunities. Whether you thrive in a close-knit office setting or a more autonomous space, you will find a place where your expertise and input are valued and nurtured. As a part of this dynamic network, you will leverage your tax expertise to serve a diverse range of clients, benefiting from & adding to Ascend's extensive resources and the unique strengths of each partner firm.

Key Responsibilities

  • Perform initial and/or final review of manager, tax senior, tax staff and intern work products.
  • Act as primary client point of contact for the firm.
  • Identify opportunities for value added services for clients by staying abreast of their business needs.
  • Communicate staffing and workload issues to Resource Planning.
  • Review and confirm assignment objectives, scope, and work plan with client.
  • Resolve work product issues using firm resources.
  • Contribute to the development and management of comprehensive strategies to identify and meet all client needs.
  • Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
  • Coach and mentor staff to assist with enhancing their skills and further develop their career.
  • Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients.
  • Support the partner team in the development and planning of strategy, objectives, and budgets.
  • Prepare and/or review monthly client bills.
  • Anticipate, identify, and resolve complex tax-technical issues.
  • Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines.

Required Qualifications

  • 8+ years of public accounting experience
  • 4+ years of supervisory experience
  • CPA
  • Bachelor's degree in accounting, finance, or related field
  • Experience directly managing and interacting with clients through a variety of channels
  • Strong interpersonal and communication skills
  • Attention to detail
  • Advanced knowledge of applicable accounting software

Preferred Qualifications

  • 10+ years of public accounting experience
  • Advanced knowledge of QuickBooks, CCH Axcess & Engagement

Who We Look For

A perceptive team-player who excels in a progressive & collaborative environment, blending sharp analytical skills with exceptional communication. A detail-oriented leader who embodies critical thinking & high standards. A proactive professional, committed to delivering outstanding service while embracing and driving curiosity & innovation.

What We Offer

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

  • Medical, dental, vision, life, disability insurance options
  • Various voluntary insurance options
  • FSA & HSA
  • 401(k) matching
  • Unlimited PTO
  • Parental leave
  • Employee Assistance Program
  • Commitment to Professional Development

How To Apply

Submit your information in the application section directly below! This will include:

  • Basic contact information
  • Resume/CV and optional cover letter upload
  • Work eligibility, credentials, and compensation
  • Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Kim Chedgy, Sr. Recruiter at kchedgy@ascendtogether.com.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.