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Ascend Partner Firms

Provides growth platform for independent CPAs

Tax Manager

Tax AccountingConfirmed live in the last 24 hours
Full-timeRemote in USA$80k - $120k /yr

About the Job

Requirements

  • A bachelor's or master's degree in Accounting or a related field is required.
  • An active Certified Public Accountant (CPA) license or Enrolled Agent (EA) credential is required.
  • At least 5 years of progressive public accounting tax experience, including review responsibility, is required.
  • Broad experience with business entity and individual tax compliance is required.
  • The candidate must be able to manage client relationships and lead a team.

Responsibilities

  • Serve as the primary relationship lead for a portfolio of closely held businesses and individuals, delivering responsive, high-quality service.
  • Oversee tax compliance and planning for individuals, partnerships, S corporations, and C corporations.
  • Review and sign returns, ensuring work meets TSA’s quality standards and regulatory requirements.
  • Anticipate client needs and identify planning, advisory, and cross-selling opportunities.
  • Manage engagement budgets, timelines, and scope, communicating proactively with clients.
  • Plan, assign, and review the work of staff and seniors, providing timely and constructive feedback.
  • Coach and mentor team members, contributing to training and the firm’s recruiting efforts.
  • Stay current on tax law changes and translate complex matters into clear guidance for clients.
  • Use the firm’s technology, including artificial intelligence-enabled tools where appropriate, to improve quality and efficiency.

Desired Qualifications

  • Experience with CCH Axcess and CCH Engagement.
  • Experience serving closely held businesses across a variety of industries.
  • A track record of managing a personal book of clients.
  • A demonstrated interest in mentoring and developing staff.

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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