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Ascend Partner Firms

Ascend Partner Firms

Provides growth platform for independent CPAs

Assurance Manager

Full-Time
No salary listed
Senior, Expert
Bachelor's
Remote in USA
Remote

Must be able to work in the Houston area and travel to client locations as needed.

About the job

Requirements
  • A bachelor's degree in accounting or a related field and an active Certified Public Accountant license in good standing are required.
  • Progressive public accounting assurance experience is required, including current or recent Manager, Senior Manager, Director, or equivalent responsibility.
  • The ability to manage engagements from planning through issuance and supervise multiple teams, deadlines, budgets, and client expectations is required.
  • Strong knowledge of U.S. generally accepted accounting principles, generally accepted auditing standards, Statements on Standards for Accounting and Review Services, and financial statement presentation and disclosure requirements is required.
  • Meaningful audit experience in oil and gas exploration and production or medical practices and healthcare services is required.
  • Strong written and verbal communication, project-management, analytical, and problem-solving skills are required.
  • The candidate must be able to work in the Houston area and travel to client locations as engagement needs require.
Responsibilities
  • Lead multiple audits, reviews, compilations, and other assurance engagements from planning through financial statement issuance.
  • Set engagement strategy, assess risk, determine staffing and timelines, monitor progress, and resolve issues in consultation with partners and clients.
  • Review workpapers, financial statements, disclosures, technical memoranda, proposed adjustments, and required communications for quality and compliance with professional standards.
  • Manage engagement economics, including budgets, scheduling, realization, billing, and collections.
  • Research and communicate complex accounting, auditing, and financial reporting matters in clear, practical language.
  • Support quality-management initiatives, inspections, peer review preparation, standardized tools, and process improvements.
  • Serve as the primary day-to-day contact for assigned clients and build trusted relationships with owners, executives, finance teams, physicians, administrators, and boards or committees.
  • Lead planning, status, and results meetings; communicate findings, adjustments, internal-control observations, and information needs promptly.
  • Develop an understanding of each client's business and provide practical recommendations that balance technical requirements with operational realities.
  • Identify opportunities to connect clients with other relevant firm services and resources.
  • Supervise, coach, and develop assurance seniors and staff through clear expectations, timely feedback, performance discussions, and training.
  • Promote accountability, collaboration, professional judgment, responsiveness, and continuous improvement.
  • Participate in recruiting, onboarding, retention, staff deployment, and other people-development initiatives.
  • Contribute to practice growth through client development, proposals, referrals, networking, cross-serving, and community involvement appropriate to experience level.
  • For Senior Manager candidates, assume greater responsibility for client portfolio management, technical consultation, staffing, succession planning, and practice strategy.
Desired Qualifications
  • Approximately eight or more years of progressive public accounting assurance experience, including meaningful manager-level responsibility.
  • Experience with privately held, owner-managed, or middle-market businesses and responsibility for client portfolios and engagement profitability.
  • Experience with business development, referrals, cross-serving, quality-management activities, audit technology, or data analytics.
  • Experience in both target industries, established Houston-area relationships, or interest in long-term practice leadership or partnership.

About the company

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

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Simplify's Take

What believers are saying

  • GreerWalker joined September 1, 2026, adding $46.8 million revenue and Carolinas depth.
  • Jackson Thornton, William Vaughan, and Kreischer Miller broaden Ascend's Southeast, Midwest, and Philadelphia reach.
  • Ascend now touts offshore captive, AI tools, and shared services for margin expansion.

What critics are saying

  • Rapid roll-up across 21 firms risks integration failures, partner departures, and client churn by 2027.
  • Alternative practice structures invite state-board scrutiny over independence, fees, and attest-service separation.
  • Dependence on Alpine capital and acquisition momentum creates an existential slowdown if deal flow stalls.

What makes Ascend Partner Firms unique

  • Ascend pairs regional CPA firms with Alpine-backed capital and local leadership.
  • Alternative practice structures preserve legacy brands while centralizing technology, recruiting, and back-office services.
  • Its platform spans 21 firms across a dozen-plus states, enabling rapid geographic expansion.

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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

0%

2 year growth

4%
Accounting Today
Sep 1st, 2026
M&A roundup: hot start to September.

M&A roundup: hot start to September. Published September 1, 2026 4:07 PM Updated September 1, 2026 4:18 PM CRI added Morrison & Smith; Ascend acquired GreerWalker; Nichols Cauley added LaRocco; Accuity acquired KKDLY; Grimes added Stevens and Ciccone; BGM acquired John T. Chipman; and WPWealth added Optimus Capital Advisors. CRI moves into western Alabama. Courtesy of CRI Top 25 Firm Carr, Riggs & Ingram added Morrison & Smith in Tuscaloosa, Alabama, expanding its presence in the western region of the state. CRI, based in Enterprise, Alabama, ranked No. 23 on . It reported $601 million in revenue, with 483 partners and over 2,690 employees across 41 offices. In 2024, the firm took an investment from Centerbridge Partners and Bessemer Venture Partners. Allan Koltin, CEO of Koltin Consulting Group, who advised both firms on the combination, commented, "Carr, Riggs & Ingram continues to write the book on how to select great firms and successfully integrate them. They have now completed more than 100 M&A transactions, and I have yet to hear of one that went badly. CRI screens upfront for cultural and strategic fit, as well as any firm I have seen in the country. Morrison & Smith will be a great addition to CRI. Beyond Tuscaloosa being a fantastic market, the firm has outstanding partners and associates and an excellent client base." This year, CRI acquired in Texas, and in California, New York, Texas and Washington, D.C. In 2025, it added , entering the San Antonio market, as well as Regional Leader in Indianapolis. Ascend adds Southeast Regional Leader. Top 25 Firm Ascend acquired GreerWalker in Charlotte, North Carolina, effective Sept. 1. GreerWalker is a Southeast Regional Leader, with $46.8 million in revenue, 16 partners and roughly 135 employees. Terms of the deal were not disclosed. Ascend, based in Arlington, Virginia, is a platform launched in January 2023 by private equity firm Alpine Partners. It acquires accounting firms with between $15 million and $50 million in revenue. It ranked No. 24 on Accounting Today 's 2026 list, reporting $590 million in revenue, with 282 partners and over 2,600 employees across 63 offices. The firm has made numerous acquisitions since its launch, most recently adding Southwest Regional Leader in Texas. In July, it added in Pennsylvania. In May, it acquired in Alabama and in Ohio. In January, it added Nichols Cauley adds employee benefits brokerage. Top 100 Firm Nichols Cauley acquired LaRocco, an employee benefits brokerage and advisory firm in Norcross, Georgia. The deal expands Nichols Cauley's employee benefits services line and expands its presence in the state. Nichols Cauley ranked No. 91 on Accounting Today 's 2026 list, reporting $75.6 million in revenue, with 46 partners and 275 employees across 11 offices. Earlier this year, the firm through a private equity-backed merger with insurance brokerage Partners Risk Services and transactions advisory firm JGH Consulting. It has since added the Accuity expands in Hawaii. Honolulu-based Accuity acquired KKDLY, expanding its presence in Hawaii. The deal adds 38 employees, growing Accuity's team to 204 employees. The firm has been expanding in the state through acquisition. Most recently, Accuity acquired in June, and Ikeda & Wong in 2025. Accuity is a partner firm of Crete Professional Alliance, a network of accounting and advisory firms that recently RIA Grimes adds tax practice. Registered investment advisor Grimes & Company added the tax practice of Stevens and Ciccone Associates. Stevens and Ciccone is a CPA firm based in Needham, Massachusetts. The acquisition adds roughly 800 tax clients to the RIA. Grimes is based in Westborough, Massachusetts, and has nearly $7 billion in assets under management. BGM enters Boston area. Bloomington, Minnesota-based BGM acquired John T. Chipman & Company in Norwood, Massachusetts. The deal establishes BGM's entry into the Northeast market. JTC partners David Foster and Lisa Gray, along with the rest of the firm's team, will join BGM and continue operating from the Norwood office. Joe Tarasco, CEO of Accountants Advisory Group, advised both parties on the transaction. WPWealth grows Texas footprint. violetkaipa - Fotolia Registered investment advisor WPWealth added Optimus Capital Advisors in Coppell, Texas, strengthening the firm's presence in the Dallas-Fort Worth market. WPWealth is based in Fort Worth, Texas, with 18 employees and eight offices throughout the state. It is affiliated with the Top 50 firm Whitley Penn and is listed on Accounting Today 2026 list, with $1.2 billion in assets under management.

Accounting Today
Jul 8th, 2026
Ascend acquires Kreischer Miller for $59.6M in Philadelphia accounting deal

Top 25 accounting firm Ascend has acquired Kreischer Miller, a regional leader in Horsham, Pennsylvania. The deal brings 22 partners and approximately 220 staff to Ascend's platform. Kreischer Miller, serving the Greater Philadelphia and Lehigh Valley areas, reported $59.6 million in revenue as an Accounting Today Mid-Atlantic Regional Leader. Terms of the acquisition were not disclosed. Ascend, based in Arlington, Virginia, is a private equity-backed platform launched in January 2023 by Alpine Partners. It ranked No. 24 on Accounting Today's 2026 Top 100 Firms list, reporting $590 million in revenue with 282 partners and over 2,600 employees across 63 offices. The acquisition marks Ascend's latest expansion following numerous investments since its launch, including recent additions of firms in Alabama, Ohio, and Texas.

INSIDE Public Accounting
May 1st, 2026
Ascend expands southeast footprint with Jackson Thornton.

Ascend expands southeast footprint with Jackson Thornton. Updated May 1, 2026, 3:57 pm Ascend, a platform backed by private equity firm Alpine Investors, has added Jackson Thornton of Montgomery, Ala., to its platform of regional accounting and advisory firms. Founded in 1919, Jackson Thornton provides tax planning, audit and assurance, business consulting, technology solutions and wealth management services to clients across industries including auto dealerships, construction, healthcare, government, manufacturing, not-for-profit organizations and telecommunications. "We are proud to champion the independence of a firm that has over a century of history. Jackson Thornton's reputation is grounded in its multi-disciplinary expertise and the depth of talent that has made it so. For some time now, the firm has been stretching its roots across Alabama and toward the integrated service delivery of accounting, wealth and advisory - we can make much of that vision, together," said Nishaad (Nish) Ruparel, president of Ascend. Jackson Thornton CEO Alan Alexander said, "For more than 107 years, Jackson Thornton has grown by anticipating change and expanding how we serve our clients, while staying focused on our people, our culture and our Alabama roots. The pace of change in our profession has never been faster, and we believe now is the right moment to partner with Ascend - an organization that shares our entrepreneurial mindset and people-first philosophy. This partnership allows us to remain independent and locally led, while giving our clients access to deeper resources, enhanced technology and broader expertise that will strengthen the services on which they rely every day. It also creates meaningful opportunities for our team. Ascend is not about changing who we are; it is about providing the platform to honor our legacy while shaping the firm we aspire to be for the next generation." "This is the kind of firm we created Ascend to partner with," said David Wurtzbacher, founder and CEO of Ascend. "They have spent generations earning the trust of families and businesses in their market, and along the way, they have built a $2 billion wealth management franchise that very few firms in the country can match. We are honored to help them carry their unique momentum forward."

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.