Full-Time

Tax Senior

Ascend Partner Firms

Ascend Partner Firms

201-500 employees

Provides growth platform for independent CPAs

Compensation Overview

$90k - $120k/yr

New York, NY, USA

Hybrid

Hybrid schedule with on-site days in NYC; flexible hours.

Category
Accounting (1)
Required Skills
Excel/Numbers/Sheets
Requirements
  • 3+ years’ experience as a Tax Preparer or a similar role
  • Bachelor’s Degree in Accounting or related discipline
  • Knowledge of tax preparation software
  • Knowledge of CCH ProSystem or Axcess and Document a plus
  • Advanced MS Office skills (particularly in using Excel)
  • Comprehensive understanding of government tax laws
  • Effective verbal and written communication skills
  • Solid analytical, mathematical, and research skills
  • Time management and ability to meet deadlines
  • Strong organizational skills and ability to multitask
  • Proven ability to handle confidential information with discretion
  • Available to work additional hours when necessary during tax season
Responsibilities
  • Prepare and submit simple to complex tax returns for various clients
  • Handle communication from clients and tax authorities. Advise clients on tax strategies
  • Audit all tax forms for completeness and accuracy
  • Provide future tax planning to clients
  • Analyze tax data submitted by the client to maximize the outcome for the client
  • Research new tax trends and regulations
  • Ensure compliance with government tax rules
  • Train and mentor tax staff; Support the growth and development of team members
  • Manage multiple assignments inside an engagement
  • Communicate with Managers and Partner on work status and client issues that arise
Desired Qualifications
  • Masters in Taxation preferred
  • CPA preferred
  • Knowledge of CCH ProSystem or Axcess and Document a plus

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

N/A

Total Funding

N/A

Headquarters

Alexandria, Virginia

Founded

2023

Simplify Jobs

Simplify's Take

What believers are saying

  • Jackson Thornton adds 30 partners, 160 employees, $41M revenue on May 1, 2026.
  • Mergers with Lucas Horsfall and Wilson Lewis expand California, Georgia presence.
  • Sweeney Conrad acquisition grows Pacific Northwest with 14 partners, 117 staff.

What critics are saying

  • Alpine's debt refinancing fails if rates rise 2-3% within 12-24 months.
  • Jackson Thornton partners defect within 6-18 months over standardization.
  • Sentient Solutions faces Indian regulatory action disrupting services in 12-24 months.

What makes Ascend Partner Firms unique

  • Ascend preserves partner firm independence while providing capital and technology.
  • Jackson Thornton's $2 billion wealth franchise bolsters integrated advisory services.
  • Alpine Investors enables rapid acquisitions like KSDT and Sentient Solutions.

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Benefits

Unlimited Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Performance Bonus

Paid Holidays

Flexible Work Hours

Professional Development Budget

Company Equity

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Parental Leave

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

1%

2 year growth

13%
Accounting Today
Oct 3rd, 2023
Ascend invests in Goering & Granatino

The private equity-backed firm has expanded to the Midwest.

Accounting Today
Jul 31st, 2023
Ascend acquires offshore accounting services provider

The PE-backed platform for CPA firms has acquired India-based Sentient Solutions for Accounting.