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Ascend Partner Firms

Provides growth platform for independent CPAs

Administrative Assistant/Client Coordinator

Executive SupportConfirmed live in the last 24 hours
Full-timeCheyenne, WY, USANo salary listedIn-person

About the Job

Requirements

  • Have 3 or more years of administrative experience in a professional office environment.
  • Be organized and detail-oriented.
  • Be able to anticipate client and Partner needs.
  • Be able to solve problems and find solutions.
  • Be proficient with Microsoft Office Suite, Adobe products such as Reader or Professional, and a database management system.
  • Have strong verbal and written communication skills.
  • Be able to work effectively with others on a team and collaborate on projects.
  • Tax knowledge is helpful but not required.

Responsibilities

  • Answer phone calls and assist clients for assigned Partners.
  • Manage calendars for assigned Partners.
  • Maintain meeting arrangements for assigned Partners, including developing agendas, preparing meeting materials, setting up rooms, and taking meeting minutes.
  • Maintain incoming and outgoing mail for assigned Partners.
  • Draft, edit, and proofread correspondence for assigned Partners or staff.
  • Track and manage the flow of files, materials, and mailings related to client tax returns and other documents.
  • Perform other duties assigned by Partners and managers.

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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