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Ascend Partner Firms

Provides growth platform for independent CPAs

CAS Senior Manager

Financial AccountingConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$120k - $150k /yr

About the Job

Requirements

  • A bachelor's degree with a concentration in Accounting or Finance is required.
  • At least five years of experience in an accounting manager or controller role within public accounting is required.
  • At least two years of experience managing client relationships is required.
  • Strong verbal and written communication skills are required.
  • Time-management skills and the ability to meet deadlines are required.
  • The ability to handle confidential information with discretion is required.
  • Availability to work additional hours when necessary during tax season is required.

Responsibilities

  • Proactively build relationships with clients and serve as a trusted advisor, offering accurate recommendations and considerations.
  • Execute standardized deliverable packages, including regular client meetings, general accounting and bookkeeping, complex financial statement preparation and analysis, cash flow management, and auditor management.
  • Monitor work in progress within engagements to ensure work is completed within the budgeted time period.
  • Coach and develop a team of staff and senior accountants, providing actionable feedback and development opportunities.
  • Identify opportunities to cross-sell existing clients by partnering with leaders from other service lines.

Desired Qualifications

  • A CPA 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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