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Ascend Partner Firms

Provides growth platform for independent CPAs

Family Services Tax Supervisor

Tax AccountingConfirmed live in the last 24 hours
Full-timeRemote in USANo salary listed

About the Job

Requirements

  • A Bachelor’s degree in Accounting, Finance, or a similar field.
  • You are able to manage tight deadlines during busy seasons with a calm, solutions-oriented approach.
  • You are comfortable working independently and collaboratively.
  • You are experienced with fiduciary accounting and/or trust taxation.

Responsibilities

  • Lead and mentor a growing team of Family Services Associates and Seniors.
  • Collaborate with partners and managers on client engagements, timelines, and deliverables.
  • Prepare and review trust financial statements on an income tax basis, modified accrual basis, and/or statutory basis.
  • Oversee the preparation and review of tax returns with a high level of accuracy and due diligence.
  • Prepare documentation to support tax return calculations.
  • Review work for technical accuracy and resolve complex accounting and tax issues.
  • Run quarterly, monthly, and annual reports.
  • Conduct cash management as needed.
  • Lead or participate in special client projects as needed.
  • Communicate appropriately with clients while working on their engagement.
  • Stay current with relevant tax codes and accounting standards.
  • Use and maintain systems such as Sage Intacct and Bill.com.
  • Apply your knowledge to real-life situations—thinking outside of the box is encouraged.
  • Share your ideas and opinions with your team.
  • Attend professional development and training sessions regularly and apply new skills to your work.

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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