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Tax Manager



Sales & Business Development
Charlotte, NC, USA
Posted on Saturday, May 11, 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 We believe your ambition should not be constrained by outdated practices or opaque career paths.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 Tax Manager, you’ll play a crucial part in contributing to 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

  • Proactively build relationships and communicate effectively with the client to provide superior client service.
  • Perceptively identify tax risk management issues and work to develop various solutions to partner consideration.
  • Provide tax provision preparation, review, and support services to clients on complex engagements.
  • Develop and ensure accurate, timely filings of all tax forms.
  • Serve as a trusted advisor to our clients, offering accurate recommendations and considerations.
  • Make suggestions to help improve departmental efficiency.
  • Apply strong technical taxation skills and ability to form strong client relationships

Required Qualifications

  • 5+ years of public accounting experience
  • CPA or EA
  • 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

  • 8+ 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 performer who embodies critical thinking and high standards. A proactive professional, committed to delivering outstanding service while embracing curiosity and 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

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.