Full-Time

Senior Manager

Tax Operations

Ascend Partner Firms

Ascend Partner Firms

201-500 employees

Provides growth platform for independent CPAs

Compensation Overview

$125k - $175k/yr

Kirkland, WA, USA

In Person

Category
Business & Strategy (1)
Required Skills
Sharepoint
Word/Pages/Docs
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s degree in accounting, business, operations, or a related field preferred
  • 7+ years of leadership, operations, practice management, or tax administration experience in public accounting, tax operations, or a comparable professional services environment
  • Experience with tax workflow, document management, scheduling, e-filing, return delivery, or practice management tools
  • Direct people-management experience, including coaching, performance reviews, and compensation decisions
  • Experience overseeing workflow, scheduling, and resource coordination in a deadline-driven setting
  • Demonstrated success improving processes, leading change, and implementing more efficient ways of working
  • Strong people skills, sound judgment, and the ability to work effectively with managers, senior leaders, and a wide range of personalities
  • A genuine interest in technology, automation, and AI, along with the confidence to evaluate opportunities and help lead adoption
  • Effective communication, project management, and organizational skills
  • Proficiency in Microsoft Office Suite including Outlook, Word, Excel, PowerPoint, and SharePoint
  • Demonstrated experience in managing multiple tasks and in organizing and prioritizing work assignments and ongoing duties
  • Ability to communicate effectively and timely in writing and verbally with colleagues, clients, and other external partners
  • Ability to work effectively in a diverse team environment
Responsibilities
  • Lead, coach, and develop the tax administrative team; clarify roles, set expectations, build accountability, create growth and cross-training opportunities, and lead the tax intern coaching program
  • Own performance management for tax administrative staff, including coaching, performance reviews, compensation decisions, and development planning
  • Partner with the Tax Practice Leader, tax team leaders, managers, and firm operations leaders to improve the day-to-day effectiveness of the tax department
  • Recommend, implement, document, and monitor process improvements across the tax service delivery lifecycle, including onboarding, organizers, engagement letters, document flow, scanning, return assembly and delivery, e-filing, and other core administrative processes
  • Champion change by proactively identifying opportunities to use technology, automation, workflow tools, and AI to improve efficiency, consistency, visibility, and service quality
  • Help improve the quality, accuracy, and reliability of tax department data by ensuring key software systems and databases are properly maintained, kept up to date, and used consistently across the team
  • Drive improvements in tax workflow and scheduling to improve visibility, balance workloads, and reduce bottlenecks during busy season and throughout the year
  • Help reduce administrative burden on tax leaders so they can spend more time on client service, technical work, staff development, and business development
  • Support hiring and onboarding within the team, including first-day readiness, role clarity, training coordination, and integration into the department
  • Identify department-wide and individual training needs and partner with internal and external resources to improve adoption of tax processes, systems, and best practices
  • Lead or support the management of tax technology platforms and vendors, including optimization of current tools, evaluation of new solutions, contract coordination, invoice review, and better utilization of existing systems
  • Help oversee outsourcing processes and support consistent execution across internal and external resources.
  • Maintain reporting, dashboards, and operational tracking tools so leaders can make informed decisions about workload, staffing, deadlines, and process priorities
  • Contribute as an active member of the Tax Management Team and help turn strategic priorities into practical, executable plans
  • Perform other duties as assigned by the department managers
Desired Qualifications
  • Certifications: CPA or EA
  • Education: MBA or other advanced degree

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.