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Ascend Partner Firms

Provides growth platform for independent CPAs

Tax Senior Manager

Tax AccountingConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$200k - $250k /yr

About the Job

Requirements

  • A Bachelor's or Master's degree in tax or accounting is required.
  • At least 10 years of tax consulting or compliance experience in public accounting is required.
  • At least 2 years in a managerial role involving clients and team members is required.
  • Advanced understanding of federal and state tax laws and regulations is required.
  • Strong research and analytical skills are required.
  • Ability to fully manage client relationships on behalf of the firm is required.
  • Ability to work independently and collaboratively is required.
  • Strong interpersonal and relationship-building skills are required.
  • Excellent verbal and written communication skills are required.
  • Advanced knowledge of applicable accounting software is required.

Responsibilities

  • Serve as the primary client contact and liaison, communicate effectively with clients, and develop positive relationships with client personnel.
  • Perform top-level reviews of tax returns, workpapers, and issues.
  • Handle communications from clients and tax authorities, and advise clients on tax strategies.
  • Provide future tax planning to clients.
  • Interpret wills and trust documents.
  • Analyze tax data submitted by clients to maximize outcomes for clients.
  • Research new tax trends and regulations.
  • Ensure compliance with government tax rules.
  • Supervise, train, and mentor tax staff, and support the growth and development of team members.
  • Manage multiple assignments within an engagement.
  • Communicate work status and client issues to the Partner.

Desired Qualifications

  • Knowledge of CCH Axcess and Engagement is preferred.

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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