Full-Time

Tax Manager

Updated on 5/9/2026

Ascend Partner Firms

Ascend Partner Firms

201-500 employees

Provides growth platform for independent CPAs

No salary listed

Carrboro, NC, USA

Hybrid

Category
Accounting (1)
Requirements
  • CPA or Enrolled Agent (EA)
  • 8+ years of tax preparation and review experience
  • Well-versed in individual and not-for-profit returns including private foundations
  • Excellent project management, analytical, interpersonal, and communication skills
  • Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
  • A strong desire toward career advancement and goal toward future firm ownership
  • Excellent work ethic and a sense of humor are a must!
  • Ability or interest in business development and expanding client relationships
Responsibilities
  • Perform initial and/or final review of tax senior, tax staff and intern work products for individual and not-for-profit returns.
  • Act as primary client point of contact for the firm.
  • Identify opportunities for value added services for clients by staying abreast of their financial needs.
  • Communicate staffing and workload issues to Resource Planning.
  • Review and confirm assignment objectives, scope, and work plan with client.
  • Resolve work product issues using firm resources.
  • Contribute to the development and management of comprehensive strategies to identify and meet all client needs.
  • Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
  • Coach and mentor staff to assist with enhancing their skills and further develop their career.
  • Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients.
  • Support the partner team in the development and planning of strategy, objectives, and budgets.
  • Prepare and/or review monthly client bills.
  • Anticipate, identify, and resolve complex tax-technical issues.
  • Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines.
  • Support business development efforts by nurturing existing relationships and helping to identify new client opportunities.
Desired Qualifications
  • Experience with CCH Axcess Tax and CCH Engagement
  • Experience leading teams

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

Simplify Jobs

Simplify's Take

What believers are saying

  • Jackson Thornton adds 30 partners, 160 employees, $41M revenue on May 1, 2026.
  • Mergers with Lucas Horsfall and Wilson Lewis expand California, Georgia presence.
  • Sweeney Conrad acquisition grows Pacific Northwest with 14 partners, 117 staff.

What critics are saying

  • Alpine's debt refinancing fails if rates rise 2-3% within 12-24 months.
  • Jackson Thornton partners defect within 6-18 months over standardization.
  • Sentient Solutions faces Indian regulatory action disrupting services in 12-24 months.

What makes Ascend Partner Firms unique

  • Ascend preserves partner firm independence while providing capital and technology.
  • Jackson Thornton's $2 billion wealth franchise bolsters integrated advisory services.
  • Alpine Investors enables rapid acquisitions like KSDT and Sentient Solutions.

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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

1%

2 year growth

13%
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.