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Ascend Partner Firms

Provides growth platform for independent CPAs

Tax Senior Associate

Tax AccountingConfirmed live in the last 24 hours
Full-timeBirmingham, AL, USANo salary listed

About the Job

Requirements

  • A bachelor's degree in Accounting is required.
  • Two years of public accounting experience focused on tax is required.
  • Strong technical knowledge of tax regulations and compliance is required.
  • Proficiency with professional tax preparation software and Microsoft Excel, and the ability to learn new systems quickly, is required.
  • The ability to manage multiple priorities and meet deadlines is required.
  • Interest in applying artificial intelligence and automation tools to tax workflows, with judgment about when professional review is required, is required.
  • A commitment to continuous learning and professional development is required.

Responsibilities

  • Prepare individual, corporate, partnership, and trust tax returns.
  • Review returns prepared by interns and provide constructive feedback.
  • Communicate directly with clients to gather necessary tax information and resolve questions.
  • Research tax issues and contribute to client tax planning strategies.
  • Apply technical tax knowledge to identify planning opportunities and potential tax implications for clients.
  • Stay current on changes in tax laws and regulations.
  • Support the development and training of Tax Associates and Interns.
  • Use firm tax software and automation tools efficiently, and apply professional judgment when reviewing technology- and artificial-intelligence-assisted output before it reaches the client.
  • Collaborate with team members to ensure efficient workflow and exceptional client service.

Desired Qualifications

  • A CPA license is preferred, or the candidate is actively pursuing one and has passed at least two parts of the CPA exam.

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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