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Ascend Partner Firms

Provides growth platform for independent CPAs

Tax Leader

Tax AccountingConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Be a certified public accountant with significant public accounting tax experience, generally 8 or more years.
  • Have meaningful experience serving real estate, construction, homebuilding, development, or related privately held businesses.
  • Understand sophisticated closely held businesses and their owners.
  • Manage complex tax engagements involving partnerships, S corporations, individuals, and other closely held entities.
  • Enjoy tax planning and business consulting, not only tax compliance.
  • Be comfortable developing relationships directly with business owners, chief executive officers, chief financial officers, and other senior executives.
  • Have demonstrated ability to lead, mentor, and develop professional staff.
  • Be able to become a trusted advisor to clients on business issues beyond the tax return.
  • Have the ability or desire to develop relationships with attorneys, bankers, investment advisors, and other centers of influence.
  • Think entrepreneurially about client service and business development.
  • Want to become an important member of the leadership team of a growing CPA firm.
  • Be capable of developing a significant practice using the firm's established platform, client relationships, and resources.
  • Enjoy discussing broader financial and strategic issues affecting a business and its owners.
  • Be interested in a long-term career opportunity and helping build the firm.

Responsibilities

  • Serve as the primary relationship leader for a significant portfolio of Real Estate & Construction clients.
  • Provide proactive tax planning and strategic advice.
  • Lead complex tax engagements and ensure excellent execution by the broader tax team.
  • Develop younger professionals and future leaders.
  • Expand relationships within existing firm clients.
  • Develop new client and referral relationships throughout Colorado.
  • Participate meaningfully in firm strategy and leadership.
  • Help shape the future direction of the Real Estate & Construction practice.
  • Assume important client relationships as a legacy partner progresses toward retirement while building an individual practice.
  • Build a team and expand the firm's presence throughout the Colorado Front Range.

Desired Qualifications

  • An existing portable book of business or existing client relationships; the firm is willing to consider an appropriate acquisition cost for an existing book of business.
  • Experience as a Senior Tax Manager, Director, Principal, or early-stage Partner.

About the Company

Ascend Partner Firms

Provides growth platform for independent CPAs

Ascend Partner Firms helps entrepreneurial CPAs grow regional accounting firms while keeping them independent. It provides a platform that combines access to growth capital, talent acquisition and development, technology, a catalytic leadership system, shared back-office services, and modernized equity incentives. Backed by Alpine Investors, Ascend enables firms to leverage resources of a larger CPA firm without losing independence, helping them to expand and compete more effectively. Compared to other firms, Ascend pairs private-equity support with a scalable, independent business model and extensive operational resources, all aimed at helping firms reach their full potential. The company’s goal is to help regional accounting firms scale their businesses, attract talent, and improve performance so they can grow sustainably and reach market leadership."

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Alexandria, VA
Founded
2023

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