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Ascend Partner Firms

Provides growth platform for independent CPAs

Tax Manager

Tax AccountingConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A bachelor's degree in accounting, finance, or a related field is required.
  • A CPA or Enrolled Agent (EA) credential is required.
  • At least 7 years of public accounting experience in tax preparation and review is required.
  • Strong knowledge of basic accounting, corporate, partnership, and individual taxation is required.
  • Excellent project management, analytical, and communication skills are required.
  • Demonstrated ability to lead teams, manage multiple priorities, and meet deadlines is required.
  • A client-service mindset and commitment to quality and relationship building are required.

Responsibilities

  • Lead and manage business (1120, 1120S, 1065) and individual (1040) tax engagements from planning through delivery, including preparation as needed.
  • Review and oversee the work of staff and senior accountants to ensure technical accuracy, compliance, and efficiency.
  • Serve as a point of contact for clients, maintain ongoing communication, and identify opportunities for value-added services.
  • Advise clients on federal, state, and local tax matters, offering proactive strategies to minimize risk and optimize results.
  • Mentor, train, and develop junior team members, providing technical guidance and performance feedback.
  • Conduct research on complex tax issues and present findings in clear, actionable terms.
  • Manage project timelines, budgets, and production goals to ensure engagement profitability.
  • Collaborate with partners and other managers to manage client relationships and support firm growth.
  • Stay up to date with changing tax regulations and incorporate innovative, practical solutions into client service.
  • Contribute to a positive, collaborative team culture that values accountability, integrity, and professional growth.

Desired Qualifications

  • Experience with CCH Axcess, UltraTax, and/or QuickBooks is preferred.
  • Knowledge of multi-state, high-net-worth individual, estate, and trust tax issues is preferred.
  • Prior supervisory experience with demonstrated ability to mentor and inspire staff is preferred.
  • Interest in business development or firm growth initiatives is preferred.

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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