Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. 

For more information, visit www.ascendtogether.com.

About ODC

Opsahl Dawson (ODC) was founded in 1979 in Longview, WA, where we have flourished into the award-winning firm we are today. We specialize in Accounting, Tax Preparation, and Bookkeeping with 175+ people across the United States. With 30+ years of proven service, we’re the go-to CPA firm in SW Washington. You’ll be joining a fun team and a renowned firm that is recognized as one of the Top 10 Fastest Growing Accounting Firms by Accounting Today.

In January 2023, ODC made the strategic decision to join Ascend! With Ascend’s partnership and shared resources, ODC is well positioned for strong innovation and growth in the years to come.

The Role

We are looking for a Tax Manager for our Trust and Estates team!

Leveraging your expertise in trust and estates (706, 709, 1041) tax matters & client relations, you’ll manage a national client list, delivering superior service. As their trusted advisor, you’ll tackle complex tax issues, craft strategic solutions, and offer risk management guidance. Your forward-thinking mindset will enhance service delivery, ensuring innovation remains at the forefront.

In this role, you’ll collaborate with members across ODC and work as a united team, maintaining a fun work environment! You’ll also have the opportunity to drive our team’s growth through mentorship and coaching, encouraging a culture of continuous improvement and professional development.

Key Responsibilities

• Manage client portfolio, consistently delivering high-quality service.
• Ensure accuracy and compliance with the preparation, review, and timely filing of all tax forms.
• Perform initial and/or final review of manager, tax senior, tax staff and intern work products.
• Enhance efficiency across project initiatives.
• Contribute to team empowerment & professional development by providing mentorship and supportive guidance.
• Stay up to date with tax regulations, conduct diligent research, and provide consultation on intricate tax matters.
• Contribute to business development and departmental efficiency enhancements.

Required Qualifications

• CPA or EA
• Bachelor's degree in accounting, finance, or related field
• 7+ years of public accounting experience
• Trust & Estate tax expertise
• Experience directly managing and interacting with clients through a variety of channels
• Strong interpersonal and communication skills
• Attention to detail
• Proficiency with tax preparation and accounting software

Preferred Qualifications

• Advanced knowledge of applicable accounting software: QuickBooks, CCH Axcess, Engagement, Thomson Reuters, or UltraTax
• Substantial knowledge of 706, 709, 1040, 1041, Partnerships, S-Corps, and 1099
• Experience in individual clients, high net worth individuals, trust & estates, state tax, and pensions

Who We Look For

A perceptive team-player who excels in a progressive environment, blending sharp analytical skills with exceptional communication. A detail-oriented performer who embodies critical thinking and high standards. A proactive professional, constantly seeking to deliver outstanding service.

Location

At Opsahl Dawson, we’ve designed a flexible work structure that enables both teamwork and independence, enhancing our employees’ work experience while promoting personal well-being. 

This role can primarily sit out of our Bellevue, Kelso, Lacey, or Vancouver, WA offices, with hybrid flexibility.

What We Offer

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Annual Performance Bonus
• 12 Paid Holidays
• Flexible Scheduling Options
• Innovative Workplan System 
• $500 annual Vacation Incentive
• Commitment to Professional Development
• Equity Program Eligibility at Sr. Manager Level + top performing Managers

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

The annual base salary range for this role is $100,000-$150,000. This range includes the anticipated low and high end of the salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. 

For more information, visit www.ascendtogether.com.

About ODC

Opsahl Dawson (ODC) was founded in 1979 in Longview, WA, where we have flourished into the award-winning firm we are today. We specialize in Accounting, Tax Preparation, and Bookkeeping with 175+ people across the United States. With 30+ years of proven service, we’re the go-to CPA firm in SW Washington. You’ll be joining a fun team and a renowned firm that is recognized as one of the Top 10 Fastest Growing Accounting Firms by Accounting Today.

In January 2023, ODC made the strategic decision to join Ascend! With Ascend’s partnership and shared resources, ODC is well positioned for strong innovation and growth in the years to come.

The Role

We are looking for a Senior Tax Manager for our Trust and Estates team!

Leveraging your expertise in trust and estates (706, 709, 1041) tax matters & client relations, you’ll manage a national client list, delivering superior service. As their trusted advisor, you’ll tackle complex tax issues, craft strategic solutions, and offer risk management guidance. Your forward-thinking mindset will enhance service delivery, ensuring innovation remains at the forefront.

In this role, you’ll collaborate with members across ODC and work as a united team, maintaining a fun work environment! You’ll also have the opportunity to drive our team’s growth through mentorship and coaching, encouraging a culture of continuous improvement and professional development.

Key Responsibilities

• Manage client portfolio, consistently delivering high-quality service.
• Ensure accuracy and compliance with the preparation, review, and timely filing of all tax forms.
• Perform initial and/or final review of manager, tax senior, tax staff and intern work products.
• Enhance efficiency across project initiatives.
• Contribute to team empowerment & professional development by providing mentorship and supportive guidance.
• Stay up to date with tax regulations, conduct diligent research, and provide consultation on intricate tax matters.
• Contribute to business development and departmental efficiency enhancements.

Required Qualifications

• CPA or EA
• Bachelor's degree in accounting, finance, or related field
• 10+ years of public accounting experience
• Trust & Estate tax expertise
• Experience directly managing and interacting with clients through a variety of channels
• Strong interpersonal and communication skills
• Attention to detail
• Proficiency with tax preparation and accounting software

Preferred Qualifications

• Advanced knowledge of applicable accounting software: QuickBooks, CCH Axcess, Engagement, Thomson Reuters, or UltraTax
• Substantial knowledge of 706, 709, 1040, 1041, Partnerships, S-Corps, and 1099
• Experience in individual clients, high net worth individuals, trust & estates, state tax, and pensions

Who We Look For

A perceptive team-player who excels in a progressive environment, blending sharp analytical skills with exceptional communication. A detail-oriented performer who embodies critical thinking and high standards. A proactive professional, constantly seeking to deliver outstanding service.

Location

At Opsahl Dawson, we’ve designed a flexible work structure that enables both teamwork and independence, enhancing our employees’ work experience while promoting personal well-being. 

What We Offer

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Annual Performance Bonus
• 12 Paid Holidays
• Flexible Scheduling Options
• Innovative Workplan System 
• $500 annual Vacation Incentive
• Commitment to Professional Development
• Equity Program Eligibility at Sr. Manager Level + top performing Managers

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

The annual base salary range for this role is $100,000-$150,000. This range includes the anticipated low and high end of the salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. 

For more information, visit www.ascendtogether.com.

About ODC

Opsahl Dawson (ODC) was founded in 1979 in Longview, WA, where we have flourished into the award-winning firm we are today. We specialize in Accounting, Tax Preparation, and Bookkeeping with 175+ people across the United States. With 30+ years of proven service, we’re the go-to CPA firm in SW Washington. You’ll be joining a fun team and a renowned firm that is recognized as one of the Top 10 Fastest Growing Accounting Firms by Accounting Today.

In January 2023, ODC made the strategic decision to join Ascend! With Ascend’s partnership and shared resources, ODC is well positioned for strong innovation and growth in the years to come.

The Role

We are looking for a Tax Manager to join our team and support our growing list of clients! 

Leveraging your expertise in tax matters & client relations, you’ll manage a client list, delivering superior service. As their trusted advisor, you’ll tackle complex tax issues, craft strategic solutions, and offer risk management guidance. Your forward-thinking mindset will enhance service delivery, ensuring innovation remains at the forefront.

In this role, you’ll collaborate with members across ODC and work as a united team, maintaining a fun work environment! You’ll also have the opportunity to drive our team’s growth through mentorship and coaching, encouraging a culture of continuous improvement and professional development.

Key Responsibilities

• Manage client portfolio, consistently delivering high-quality service.
• Ensure accuracy and compliance of the preparation, review, and timely filing of all tax forms.
• Provide tax provision preparation, review, and support service to clients on complex engagements.
• Enhance efficiency across project initiatives.
• Contribute to team empowerment & professional development by providing mentorship and supportive guidance.
• Stay up-to-date with tax regulations, conduct diligent research, and provide consultation on intricate tax matters.
• Contribute to business development and departmental efficiency enhancements.

Required Qualifications

• CPA or EA
• 7+ years of related experience
• Experience directly managing and interacting with clients through a variety of channels
• Strong interpersonal and communication skills
• Attention to detail
• Proficiency with tax preparation and accounting software

Preferred Qualifications

• Advanced knowledge of CCH Axcess and QuickBooks
• Substantial knowledge of 1040, 1041, Partnerships, S-Corps, and 1099

Who We Look For

A perceptive team-player who excels in a progressive environment, blending sharp analytical skills with exceptional communication. A detail-oriented performer who embodies critical thinking and high standards. A proactive professional, constantly seeking to deliver outstanding service.

Location

At Opsahl Dawson, we’ve designed a flexible work structure that enables both teamwork and independence, enhancing our employees’ work experience while promoting personal well-being. 

What We Offer

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Annual Performance Bonus
• 12 Paid Holidays
• Flexible Scheduling Options
• Innovative Workplan System 
• $500 annual Vacation Incentive
• Commitment to Professional Development
• Equity Program Eligibility at Sr. Manager Level + top performing Managers

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

The annual base salary range for this role is $100,000-$150,000. This range includes the anticipated low and high end of the salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. 

For more information, visit www.ascendtogether.com.

About ODC

Opsahl Dawson (ODC) is a super-regional CPA firm with four office locations throughout the Pacific Northwest (PNW). We specialize in serving the audit, internal audit and compliance needs of financial institutions in the Western United States. We are a full service firm, and also provide elite Accounting, Tax Preparation, and Bookkeeping to closely held businesses and high-net worth individuals. Our firm has 175+ people across the United States working in hybrid, remote, and fully on-site arrangements. With 35+ years of proven service, we’re the go-to CPA firm for depository and non-depository financial companies. You’ll be joining a fun team and a renowned firm that was recognized as one of 2025’s Top 10 Fastest Growing Accounting Firms by Accounting Today.

In January 2023, ODC made the strategic decision to join Ascend! With Ascend’s partnership and shared resources, ODC is well positioned for strong innovation and growth in the years to come.

Key Responsibilities

• Serve as a subject matter expert for financial institution regulatory compliance regulations with an understanding of compliance operations.
• Build new and existing client relationships and participate in networking and business development activities.
• Manage multiple projects simultaneously.
• Oversee the work of others on projects assigned and provide training.
• Work closely with team members to follow-up on client requests and inquiries.
• Assist in the preparation of Statements of Work for client projectsand monitor time allocated to projects to ensure projects stay on time and within budget.
• Plan, perform, and execute compliance reviews and audit engagements.
  • Identify business process risks and develop testing methodologies to evaluate the adequacy of controls.
  • Execute test of controls and audit procedures defined in audit programs.
  • Research technical issues that arise during fieldwork.
  • Document observations and recommendations regarding violations of laws and regulations, or best practices.
  • Draft reports for review, presentation, and discussion with clients.

Required Qualifications

• Research proficiency driven by the principle of life-long learning.
• Analytical, detail oriented - ability to multi-task without sacrificing people skills.
• Excellent interpersonal, oral, and written communication skills, exhibiting empathy for others with positive conflict resolution skills.
• Good at meeting deadlines and solving problems.
• Ability to travel to client locations, which may include occasional overnight stays (limited with advance notice).
• Ability to manage work-life balance while maintaining accountability and service.

Education and Experience

• Bachelor’s degree with a major in accounting, finance, or related field preferred.
• 5-10 years combination of audit and/or compliance experience within the financial industry.

Certificates, Licenses and Registrations

• Possess and maintain one or more relevant certifications pertaining to audit, risk management and compliance (such as CIA, CCUIA, CRCM, or CFE).

Preferred Qualifications

• Knowledge of IIA guidelines and audit methodologies and techniques.
• Knowledge of financial institution industry regulations, systems, operations, and internal controls

Who We Look For

A perceptive team-player who excels in a progressive & collaborative environment, blending sharp analytical skills with exceptional communication. A detail-oriented leader who embodies critical thinking & high standards. A proactive professional, committed to delivering outstanding service while embracing and driving curiosity & innovation. Individuals who seek to embrace the unique quality of life offered only in the PNW.

Why ODC?

• A people-first culture that values work-life balance, teamwork, and building long-term careers.
• Exposure to specialized industries that accelerate technical growth.
• Leadership opportunities within a rapidly expanding assurance practice.
• Competitive compensation, hybrid flexibility, and robust professional development support.
• A firm that is entrepreneurial, innovative, and committed to elevating the CPA profession.

Location

The firm offers remote work flexibility, allowing team members to work remotely while remaining highly connected to colleagues and clients through virtual collaboration tools.

Limited travel is required for client onsite engagements, relationship-building activities, and key firm meetings. This approach supports strong work‑life balance while maintaining the high‑touch service model clients value.

What We Offer

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Annual Performance Bonus
• 12 Paid Holidays
• Flexible Scheduling Options
• Innovative Workplan System
• $500 annual Vacation Incentive
• Commitment to Professional Development
• Equity Program Eligibility at Sr. Manager Level + top performing Managers

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

The annual base salary range for this role is $80,000-$105,000. This range includes the anticipated low and high end of the salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. 

For more information, visit www.ascendtogether.com.

About Blackman & Sloop

At Blackman & Sloop, we hire great people and give them a great place to work. We listen to what our employees value, and being a local firm gives us the advantage of flexibility. Our secret to retaining staff is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We are a two-office firm with approximately 45 full-time staff. 

For 7 consecutive years, we’ve been honored as one of Accounting Today’s “Best Accounting Firms to Work For”! We've also been recognized by Business North Carolina as one of the “Best Employers in North Carolina” list for the past 4 years. Most recently, we are proud to have received Ascends award for outstanding workplace culture! We believe we’re receiving this recognition based on our commitment to and from each employee, regardless of level. 

As an independent member of the BDO Alliance, we have access to the resources of BDO USA, LLP, the world's 5th largest accounting and consulting firm. Additionally in April 2024, we made the strategic decision to join Ascend to usher us in our next stage of growth. What this means to you is that while we're a local accounting firm, our reach and expertise have no boundaries.  Each member of our staff has access to an unlimited number of resources to gain valuable information on levels that most local firms do not encounter.

The Role

Blackman & Sloop is seeking a Tax Manager with specialized experience in the preparation and review of Individual non-profit tax returns. This position focuses primarily on individual tax compliance, not-for-profit tax compliance, and consulting for our clients.

As a Tax Manager, you will lead and manage all phases of client tax advisory and compliance engagements. You will manage clients independently and carry out your outstanding project management, analytical, interpersonal, and communication skills. You will preform technical reviews of individual, non-profit, and private foundation tax returns, participate in training and supervision of staff, conduct tax research, and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment.  A dedication to excellent client service and a sense of humor are a must!

Key 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.

Required Qualifications

• 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

Preferred Qualifications

• Experience with CCH Axcess Tax and CCH Engagement
• Experience leading teams

Who We Look For

A perceptive team-player who excels in a progressive & collaborative environment, blending sharp analytical skills with exceptional communication. A detail-oriented leader who embodies critical thinking & high standards. A proactive professional, committed to delivering outstanding service while embracing and driving curiosity & innovation.

Location

At Blackman & Sloop, we’ve designed a flexible hybrid work structure that enables both teamwork and independence, enhancing our employees’ work experience while promoting personal well-being.

What We Offer

We hire good people and give them a good place to work. Our secret to keeping them around is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We truly believe that when you succeed, the firm succeeds, and we make sure you have whatever tools you need to make that success possible.

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Annual Performance Bonus
• 12 Paid Holidays
• Off-season Flex Fridays
• Closed on Fridays for the month of June
• Commitment to Professional Development
• Equity Program Eligibility at Sr. Manager Level + top performing Managers

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Kim Chedgy, Lead Recruiter at kchedgy@ascendtogether.com. 

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. 

For more information, visit www.ascendtogether.com.

About Blackman & Sloop

At Blackman & Sloop, we hire great people and give them a great place to work. We listen to what our employees value, and being a local firm gives us the advantage of flexibility. Our secret to retaining staff is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We are a single-office firm with approximately 45 full-time staff. 

For 7 consecutive years, we’ve been honored as one of Accounting Today’s “Best Accounting Firms to Work For”! We've also been recognized by Business North Carolina as one of the “Best Employers in North Carolina” list for the past 4 years. Most recently, we are proud to have received BDO's award for outstanding workplace culture! We believe we’re receiving this recognition based on our commitment to and from each employee, regardless of level. 

As an independent member of the BDO Alliance, we have access to the resources of BDO USA, LLP, the world's 5th largest accounting and consulting firm. Additionally in April 2024, we made the strategic decision to join Ascend to usher us in our next stage of growth. What this means to you is that while we're a local accounting firm, our reach and expertise have no boundaries.  Each member of our staff has access to an unlimited amount of resources to gain valuable information on levels that most local firms do not encounter.

The Role

Blackman & Sloop is excited to welcome a new industry to our client base! As we expand into the auto dealership space, we are seeking a new Tax Manager to join our team. This role will have a strong emphasis on supporting our dealership clients, while also providing opportunities to work across a variety of other areas.

As a Tax Manager, you will lead and manage all phases of business client tax advisory and compliance engagements. You will manage clients independently and carry out your outstanding project management, analytical, interpersonal, and communication skills. You will perform technical reviews of business returns, participate in training and supervision of staff, conduct tax research, and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment.  A dedication to excellent client service and a sense of humor are a must.

Key Responsibilities

• Perform initial and/or final review of manager, tax senior, tax staff and intern work products.
• Act as primary client point of contact for the firm.
• Identify opportunities for value added services for clients by staying abreast of their business 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

Required Qualifications

• CPA or Enrolled Agent (EA)
• 7+ years of business tax prep & review experience
• 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.

Preferred Qualifications

• Experience with auto dealership or related industry
• Consultative/Advising Experience
• Knowledge of CCH Axcess Tax, CCH Engagement, and QuickBooks

Who We Look For

A perceptive team-player who excels in a progressive & collaborative environment, blending sharp analytical skills with exceptional communication. A detail-oriented leader who embodies critical thinking & high standards. A proactive professional, committed to delivering outstanding service while embracing and driving curiosity & innovation.

Location

At Blackman & Sloop, we’ve designed a flexible work structure that enables both teamwork and independence, enhancing our employees’ work experience while promoting personal well-being.

What We Offer

We hire good people and give them a good place to work. Our secret to keeping them around is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We truly believe that when you succeed, the firm succeeds, and we make sure you have whatever tools you need to make that success possible.

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Annual Performance Bonus
• 12 Paid Holidays
• Off-season Flex Fridays
• Closed on Fridays for the month of June
• Commitment to Professional Development
• Equity Program Eligibility at Sr. Manager Level + top performing Managers

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Kim Chedgy, Lead Recruiter at kchedgy@ascendtogether.com. 

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. 

For more information, visit www.ascendtogether.com.

About Blackman & Sloop

At Blackman & Sloop, we hire great people and give them a great place to work. We listen to what our employees value, and being a local firm gives us the advantage of flexibility. Our secret to retaining staff is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We are a single-office firm with approximately 45 full-time staff. 

For 7 consecutive years, we’ve been honored as one of Accounting Today’s “Best Accounting Firms to Work For”! We've also been recognized by Business North Carolina as one of the “Best Employers in North Carolina” list for the past 4 years. Most recently, we are proud to have received BDO's award for outstanding workplace culture! We believe we’re receiving this recognition based on our commitment to and from each employee, regardless of level. 

As an independent member of the BDO Alliance, we have access to the resources of BDO USA, LLP, the world's 5th largest accounting and consulting firm. Additionally in April 2024, we made the strategic decision to join Ascend to usher us in our next stage of growth. What this means to you is that while we're a local accounting firm, our reach and expertise have no boundaries.  Each member of our staff has access to an unlimited amount of resources to gain valuable information on levels that most local firms do not encounter.

The Role

Blackman & Sloop is excited to welcome a new industry to our client base! As we expand into the auto dealership space, we are seeking a new Senior Tax Manager to join our team. This role will have a strong emphasis on supporting our dealership clients, while also providing opportunities to work across a variety of other areas.

As a Senior Tax Manager, you will lead and manage all phases of business client tax advisory and compliance engagements. You will manage clients independently and carry out your outstanding project management, analytical, interpersonal, and communication skills. You will perform technical reviews of business returns, participate in training and supervision of staff, conduct tax research, and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment.  A dedication to excellent client service and a sense of humor are a must.

Key Responsibilities

• Perform initial and/or final review of manager, tax senior, tax staff and intern work products.
• Act as primary client point of contact for the firm.
• Identify opportunities for value added services for clients by staying abreast of their business 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.
• Participate in business development efforts by nurturing existing relationships and helping to identify new client opportunities

Required Qualifications

• CPA or Enrolled Agent (EA)
• 10+ years of business tax prep & review experience
• 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.

Preferred Qualifications

• Experience with auto dealership or related industry
• Consultative/Advising Experience
• Experience leading staff/teams
• Knowledge of CCH Axcess Tax, CCH Engagement, and QuickBooks

Who We Look For

A perceptive team-player who excels in a progressive & collaborative environment, blending sharp analytical skills with exceptional communication. A detail-oriented leader who embodies critical thinking & high standards. A proactive professional, committed to delivering outstanding service while embracing and driving curiosity & innovation.

Location

At Blackman & Sloop, we’ve designed a flexible work structure that enables both teamwork and independence, enhancing our employees’ work experience while promoting personal well-being.

What We Offer

We hire good people and give them a good place to work. Our secret to keeping them around is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We truly believe that when you succeed, the firm succeeds, and we make sure you have whatever tools you need to make that success possible.

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Annual Performance Bonus
• 12 Paid Holidays
• Off-season Flex Fridays
• Closed on Fridays for the month of June
• Commitment to Professional Development
• Equity Program Eligibility at Sr. Manager Level + top performing Managers

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Kim Chedgy, Lead Recruiter at kchedgy@ascendtogether.com. 

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. 

For more information, visit www.ascendtogether.com.

About Blackman & Sloop

At Blackman & Sloop, we hire great people and give them a great place to work. We listen to what our employees value, and being a local firm gives us the advantage of flexibility. Our secret to retaining staff is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We are a single-office firm with approximately 45 full-time staff. 

For 7 consecutive years, we’ve been honored as one of Accounting Today’s “Best Accounting Firms to Work For”! We've also been recognized by Business North Carolina as one of the “Best Employers in North Carolina” list for the past 4 years. Most recently, we are proud to have received BDO's award for outstanding workplace culture! We believe we’re receiving this recognition based on our commitment to and from each employee, regardless of level. 

As an independent member of the BDO Alliance, we have access to the resources of BDO USA, LLP, the world's 5th largest accounting and consulting firm. Additionally in April 2024, we made the strategic decision to join Ascend to usher us in our next stage of growth. What this means to you is that while we're a local accounting firm, our reach and expertise have no boundaries.  Each member of our staff has access to an unlimited amount of resources to gain valuable information on levels that most local firms do not encounter.

The Role

Blackman & Sloop is seeking a Tax Manager with specialized experience in the preparation and/or review of fiduciary tax returns. This position focuses primarily on trust, estate, gift and individual tax compliance and consulting for our high net-worth clients.

As a Tax Manager, you will lead and manage all phases of client tax advisory and compliance engagements. You will manage clients independently and carry out your outstanding project management, analytical, interpersonal, and communication skills. You will perform technical reviews of business and individual returns, participate in training and supervision of staff, conduct tax research, and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment.  A dedication to excellent client service and a sense of humor are a must!

Key Responsibilities

• Perform initial and/or final review of tax senior, tax staff and intern work products for individual, trust, estate and gift returns.
• Act as primary client point of contact for the firm.
• Identify opportunities for value added services for clients by staying abreast of their business 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.

Required Qualifications

• CPA or Enrolled Agent (EA)
• 8+ years of tax prep & review experience
• Well-versed in individual, trust, estate, and gift returns
• 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

Preferred Qualifications

• Experience with CCH Axcess Tax and CCH Engagement
• Experience leading teams

Who We Look For

A perceptive team-player who excels in a progressive & collaborative environment, blending sharp analytical skills with exceptional communication. A detail-oriented leader who embodies critical thinking & high standards. A proactive professional, committed to delivering outstanding service while embracing and driving curiosity & innovation.

Location

At Blackman & Sloop, we’ve designed a flexible work structure that enables both teamwork and independence, enhancing our employees’ work experience while promoting personal well-being. This role can be hybrid out of Chapel Hill or remote.

What We Offer

We hire good people and give them a good place to work. Our secret to keeping them around is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We truly believe that when you succeed, the firm succeeds, and we make sure you have whatever tools you need to make that success possible.

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Performance Bonus
• 12 Paid Holidays
• Off-season Flex Fridays
• Closed on Fridays for the month of June
• Commitment to Professional Development
• Equity Program Eligibility at Sr. Manager Level + top performing Managers

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For questions or inquiries about the role, please reach out to Kim Chedgy, Lead Recruiter at kchedgy@ascendtogether.com. 

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Who We Are

About Ascend 

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. 

For more information, visit www.ascendtogether.com.

About Blackman & Sloop

At Blackman & Sloop, we hire great people and give them a great place to work. We listen to what our employees value, and being a local firm gives us the advantage of flexibility. Our secret to retaining staff is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We are a single-office firm with approximately 45 full-time staff. 

For 7 consecutive years, we’ve been honored as one of Accounting Today’s “Best Accounting Firms to Work For”! We've also been recognized by Business North Carolina as one of the “Best Employers in North Carolina” list for the past 4 years. Most recently, we are proud to have received BDO's award for outstanding workplace culture! We believe we’re receiving this recognition based on our commitment to and from each employee, regardless of level. 

As an independent member of the BDO Alliance, we have access to the resources of BDO USA, LLP, the world's 5th largest accounting and consulting firm. Additionally in April 2024, we made the strategic decision to join Ascend to usher us in our next stage of growth. What this means to you is that while we're a local accounting firm, our reach and expertise have no boundaries.  Each member of our staff has access to an unlimited amount of resources to gain valuable information on levels that most local firms do not encounter.

The Role

Blackman & Sloop is seeking a Senior Tax Associate with specialized experience in the preparation and/or review of fiduciary tax returns. This position focuses primarily on trust, estate, gift and individual tax compliance and consulting for our high net-worth clients.

You will be expected to manage clients independently and possess project management, analytical, interpersonal, and oral and written communication skills.  Our company is team-oriented and prides itself on providing quality work and excellent customer service in a family-friendly, superior working environment. This position offers substantial growth potential and the opportunity to advance. Additionally, a sense of humor is a must!

Key Responsibilities

• Apply tax knowledge to preparation and review of individual, trust, estate and gift returns.
• Work effectively in analyzing estate and trust documents.
• Gather data from client and third party sources.
• Perform research as needed to support tax stances and to satisfy client's objectives.
• Client management and participation in business development.

Required Qualifications

• 2 - 3+ years tax prep & review experience
• Experience with preparation and/or review of high-net-worth individual, trust, estate and gift returns
• Excellent project management, analytical, interpersonal, and communication skills
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines

Preferred Qualifications

• CPA/EA license or candidate
• 3-5+ years of related experience with a CPA firm
• Knowledge of CCH Axcess Tax and CCH Engagement

Who We Look For

A perceptive team-player who excels in a progressive & collaborative environment, blending sharp analytical skills with exceptional communication. A detail-oriented leader who embodies critical thinking & high standards. A proactive professional, committed to delivering outstanding service while embracing and driving curiosity & innovation.

Location

At Blackman & Sloop, we’ve designed a flexible hybrid work structure that enables both teamwork and independence, enhancing our employees’ work experience while promoting personal well-being.

What We Offer

We hire good people and give them a good place to work. Our secret to keeping them around is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We truly believe that when you succeed, the firm succeeds, and we make sure you have whatever tools you need to make that success possible.

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Performance Bonus
• 12 Paid Holidays
• Off-season Flex Fridays
• Closed on Fridays for the month of June
• Commitment to Professional Development

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For questions or inquiries about the role, please reach out to Kim Chedgy, Lead Recruiter at kchedgy@ascendtogether.com. 

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. 

For more information, visit www.ascendtogether.com.

About Blackman & Sloop

At Blackman & Sloop, we hire great people and give them a great place to work. We listen to what our employees value, and being a local firm gives us the advantage of flexibility. Our secret to retaining staff is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We are a single-office firm with approximately 45 full-time staff. 

For 7 consecutive years, we’ve been honored as one of Accounting Today’s “Best Accounting Firms to Work For”! We've also been recognized by Business North Carolina as one of the “Best Employers in North Carolina” list for the past 4 years. Most recently, we are proud to have received BDO's award for outstanding workplace culture! We believe we’re receiving this recognition based on our commitment to and from each employee, regardless of level. 

As an independent member of the BDO Alliance, we have access to the resources of BDO USA, LLP, the world's 5th largest accounting and consulting firm. Additionally in April 2024, we made the strategic decision to join Ascend to usher us in our next stage of growth. What this means to you is that while we're a local accounting firm, our reach and expertise have no boundaries.  Each member of our staff has access to an unlimited amount of resources to gain valuable information on levels that most local firms do not encounter.

The Role

As a Senior Tax Associate, you will work on a variety of tax engagements, with a focus on business and individual returns. You will manage clients independently and carry out your outstanding project management, analytical, interpersonal, and communication skills. Our company is team-oriented and prides itself on providing quality work & excellent customer relations in a friendly, superior working environment. Additionally, this position offers substantial growth and advancement opportunity. A dedication to excellent client service and a sense of humor are a must.

Key Responsibilities

• Preparation and/or review of business and individual tax returns.
• Gather data from client & third party sources  and obtained open items if necessary
• Perform tax research with view for compliance and alternatives to satisfy client's objections
• Prepare/analyze income tax notices for federal and state jurisdictions
• Client management and participation in marketing/business development
• Participation in recruitment and supervision of entry-level staff.

Required Qualifications

• Bachelor's degree in accounting, finance, or related field
• 3+ years of tax prep and/or review experience
• 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!

Preferred Qualifications

• CPA/EA license or candidate
• Auto dealership industry experience
• Knowledge of CCH Axcess Tax, CCH Engagement, and QuickBooks

Who We Look For

A perceptive team-player who excels in a progressive & collaborative environment, blending sharp analytical skills with exceptional communication. A detail-oriented leader who embodies critical thinking & high standards. A proactive professional, committed to delivering outstanding service while embracing and driving curiosity & innovation.

Location

At Blackman & Sloop, we’ve designed a flexible hybrid work structure that enables both teamwork and independence, enhancing our employees’ work experience while promoting personal well-being.

What We Offer

We hire good people and give them a good place to work. Our secret to keeping them around is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We truly believe that when you succeed, the firm succeeds, and we make sure you have whatever tools you need to make that success possible.

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Performance Bonus
• 12 Paid Holidays
• Off-season Flex Fridays
• Closed on Fridays for the month of June
• Commitment to Professional Development

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For questions or inquiries about the role, please reach out to Kim Chedgy, Lead Recruiter at kchedgy@ascendtogether.com. 

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. 

For more information, visit www.ascendtogether.com.

About Blackman & Sloop

At Blackman & Sloop, we hire great people and give them a great place to work. We listen to what our employees value, and being a local firm gives us the advantage of flexibility. Our secret to retaining staff is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We are a single-office firm with approximately 45 full-time staff. 

For 7 consecutive years, we’ve been honored as one of Accounting Today’s “Best Accounting Firms to Work For”! We've also been recognized by Business North Carolina as one of the “Best Employers in North Carolina” list for the past 4 years. Most recently, we are proud to have received BDO's award for outstanding workplace culture! We believe we’re receiving this recognition based on our commitment to and from each employee, regardless of level. 

As an independent member of the BDO Alliance, we have access to the resources of BDO USA, LLP, the world's 5th largest accounting and consulting firm. Additionally in April 2024, we made the strategic decision to join Ascend to usher us in our next stage of growth. What this means to you is that while we're a local accounting firm, our reach and expertise have no boundaries.  Each member of our staff has access to an unlimited amount of resources to gain valuable information on levels that most local firms do not encounter.

The Role

As a Senior Tax Associate, you will work on a variety of tax engagements, with a focus on business and individual returns. You will manage clients independently and carry out your outstanding project management, analytical, interpersonal, and communication skills. Our company is team-oriented and prides itself on providing quality work & excellent customer relations in a friendly, superior working environment. Additionally, this position offers substantial growth and advancement opportunity. A dedication to excellent client service and a sense of humor are a must.

Key Responsibilities

• Preparation and/or review of business and individual tax returns.
• Gather data from client & third party sources  and obtained open items if necessary
• Perform tax research with view for compliance and alternatives to satisfy client's objections
• Prepare/analyze income tax notices for federal and state jurisdictions
• Client management and participation in marketing/business development
• Participation in recruitment and supervision of entry-level staff.

Required Qualifications

• Bachelor's degree in accounting, finance, or related field
• 3+ years of tax prep and/or review experience
• 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!

Preferred Qualifications

• CPA/EA license or candidate
• Auto dealership industry experience
• Knowledge of CCH Axcess Tax, CCH Engagement, and QuickBooks

Who We Look For

A perceptive team-player who excels in a progressive & collaborative environment, blending sharp analytical skills with exceptional communication. A detail-oriented leader who embodies critical thinking & high standards. A proactive professional, committed to delivering outstanding service while embracing and driving curiosity & innovation.

Location

At Blackman & Sloop, we’ve designed a flexible hybrid work structure that enables both teamwork and independence, enhancing our employees’ work experience while promoting personal well-being.

What We Offer

We hire good people and give them a good place to work. Our secret to keeping them around is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We truly believe that when you succeed, the firm succeeds, and we make sure you have whatever tools you need to make that success possible.

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Performance Bonus
• 12 Paid Holidays
• Off-season Flex Fridays
• Closed on Fridays for the month of June
• Commitment to Professional Development

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For questions or inquiries about the role, please reach out to Kim Chedgy, Lead Recruiter at kchedgy@ascendtogether.com. 

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Who We Are 

About Ascend 

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. 

For more information, visit www.ascendtogether.com.

About Wilson Lewis 

Wilson Lewis is a growing accounting and advisory firm with offices in Duluth, Atlanta, Alpharetta, and Gainesville, designed to make life easier for clients. Our main objective is to offer quality advisory services, personal attention, and serve as an economic guide to protect and grow your future. 

At Wilson Lewis, we believe that great work begins with great people. You’ll join a firm where collaboration, professional growth, and a genuine sense of community are part of everyday life. We take pride in providing high-quality client service in a supportive, flexible environment — and we’re looking for team members who share our values of excellence, integrity, and fun. In 2025, we are a Regional Leader (Accounting Today), an Inside Public Accounting Top 500 Firm, have been recognized as a Best Place to Work in Georgia (Georgia Trend Magazine) and Atlanta (Atlanta Business Chronicle), and earned the Best of Accounting Client Satisfaction credential from ClearlyRated.

The Role

We are seeking a Senior Audit Manager to join our team. In this position, you will be responsible for managing client relationships; supervising, reviewing, and providing on-the-job training for staff; performing all tasks of the assurance engagements when needed. Notably, the person in this role will play a critical role in leading our client engagements. This role will be based out of Duluth, GA.

Key Responsibilities

• Audit Compliance
  • This position will lead and ensure the team maintains a high degree of accuracy and timeliness of the audit engagements.
• Team Leadership:
  • Reviewing the work of junior staff and preparing more complicated sections of the files.
  • Set the culture for the engagement team and mentor members in their career development.
  • Work to ensure your team is engaged and excited by listening and assisting in the development of team members’ goals to meet department objectives while also providing opportunities for them to grow. 
• Client Service:
  • Deliver quality internal and external client service, in accordance with the Firm’s values, in order to build and maintain client loyalty and teamwork by contributing to a positive client and team member experience.
• Continuous Process Improvement:
  • Focus on solutions and problem solving creatively in order to help make timely decisions by translating requests into action.

Required Qualifications

• Bachelor’s degree in accounting or related
• Active CPA in good standing
• 8 years of increasing levels of responsibility in public accounting
• Experience specializing in Government and Single Audit financial statement audits with a CPA firm
• Demonstrably strong leadership skills
• Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP), U.S. Generally Accepted Auditing Standards (GAAS)

Preferred Qualifications

• Experience with Employee Benefit Plan, non-profit, and/or real estate audits
• Caseware, DAS, OnPoint, MindBridge experience

What We Offer

We hire good people and give them a good place to work. Our secret to keeping them around is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We truly believe that when you succeed, the firm succeeds, and we make sure you have whatever tools you need to make that success possible.

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Flexible PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Annual Performance Bonus
• Commitment to Professional Development
• Optional Equity Program Eligibility at Sr. Manager Level + top performing Managers

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For questions or inquiries about the role, please reach out to Kim Chedgy, Lead Recruiter at kchedgy@ascendtogether.com. 

We provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. We hire and promote individuals solely based on qualifications for the position to be filled and business needs. 

Who We Are 

About Ascend 

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. 

For more information, visit www.ascendtogether.com.

About Wilson Lewis 

Wilson Lewis is a growing accounting and advisory firm with offices in Duluth, Atlanta, Alpharetta, and Gainesville, designed to make life easier for clients. Our main objective is to offer quality advisory services, personal attention, and serve as an economic guide to protect and grow your future. 

At Wilson Lewis, we believe that great work begins with great people. You’ll join a firm where collaboration, professional growth, and a genuine sense of community are part of everyday life. We take pride in providing high-quality client service in a supportive, flexible environment — and we’re looking for team members who share our values of excellence, integrity, and fun. In 2025, we are a Regional Leader (Accounting Today), an Inside Public Accounting Top 500 Firm, have been recognized as a Best Place to Work in Georgia (Georgia Trend Magazine) and Atlanta (Atlanta Business Chronicle), and earned the Best of Accounting Client Satisfaction credential from ClearlyRated.

The Role

We are seeking an Audit Senior to join our team! In this role, you will have the opportunity to work on audits, reviews, compilations within a variety of different industry niches. 

Key Responsibilities

• Lead client audit engagements, which include planning executing, directing, and completing financial audits.
• Begin to develop advanced technical knowledge
• Continue to develop understanding of generally accepted auditing standards and common audit procedures and techniques.
• Research and analyze financial statement and audit related issues.
• Acquire a working knowledge of the client’s business.
• Perform other job-related duties as necessary

Required Qualifications

• Bachelor’s degree in accounting or business with a certificate in accounting from an accredited university
• Pursuing CPA license
• Minimum of 2 years of public accounting experience
• Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP), U.S. Generally Accepted Auditing Standards (GAAS)
• Outstanding, responsive and polished communication skills, both oral and written.
• Excellent attention to detail.
• Demonstrates an ability to function at a high level in a deadline driven, time-sensitive environment
• Highly organized and able to prioritize tasks.

Preferred Qualifications

• Active CPA in good standing

Location

At Wilson Lewis, we’re focused on creating a collaborative environment. This individual would ideally sit in the Duluth office but is also welcome to sit at the Atlanta, or Gainesville location, or a hybrid of the 3 depending on commute.

What We Offer

We hire good people and give them a good place to work. Our secret to keeping them around is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We truly believe that when you succeed, the firm succeeds, and we make sure you have whatever tools you need to make that success possible.

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Flexible PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Annual Performance Bonus
• Commitment to Professional Development
• Optional Equity Program Eligibility at Sr. Manager Level + top performing Managers

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For questions or inquiries about the role, please reach out to Kim Chedgy, Lead Recruiter at kchedgy@ascendtogether.com. 

We provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. We hire and promote individuals solely based on qualifications for the position to be filled and business needs. 

Who We Are 

About Ascend 

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. 

For more information, visit www.ascendtogether.com.

About Wilson Lewis 

Wilson Lewis is a growing accounting and advisory firm with offices in Duluth, Atlanta, Alpharetta, and Gainesville, designed to make life easier for clients. Our main objective is to offer quality advisory services, personal attention, and serve as an economic guide to protect and grow your future. 

At Wilson Lewis, we believe that great work begins with great people. You’ll join a firm where collaboration, professional growth, and a genuine sense of community are part of everyday life. We take pride in providing high-quality client service in a supportive, flexible environment — and we’re looking for team members who share our values of excellence, integrity, and fun. In 2025, we are a Regional Leader (Accounting Today), an Inside Public Accounting Top 500 Firm, have been recognized as a Best Place to Work in Georgia (Georgia Trend Magazine) and Atlanta (Atlanta Business Chronicle), and earned the Best of Accounting Client Satisfaction credential from ClearlyRated.

The Role

We are seeking an Audit Staff to join our team! In this role, you will have the opportunity to work on audits, reviews, compilations within a variety of different industry niches. 

Key Responsibilities

• Identify accounting issues under U.S. GAAP.
• Prepare thorough and accurate audit documentation.
• Research and analyze financial statement issues.  
• Develop and maintain relationships with client personnel to develop a better understanding of business operations, processes, and functions.  
• Stay informed on current economic developments relevant to clients’ business and industry.

Required Qualifications

• Bachelor’s degree in accounting or business with a certificate in accounting from an accredited university
• Minimum of 2 years of public accounting experience
• Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP), U.S. Generally Accepted Auditing Standards (GAAS)
• Outstanding communication skills, both oral and written with excellent attention to detail.
• Demonstrates an ability to function at a high level in a deadline driven, time-sensitive environment
• Highly organized, able to prioritize tasks, responsive and polished communication skills (verbal and written).

Preferred Qualifications

• Bachelor's degree in accounting, finance, or related field 
• 0+ years of public accounting experience 
• Working toward / willingness to pursue CPA license 
• Willingness to develop thorough understanding of GAAP and Statutory Accounting Principles 
• Strong interpersonal and communication skills 
• Attention to detail
• Demonstrate an ability to function at a high level in a deadline drive, time-sensitive environment

Location

At Wilson Lewis, we’re focused on creating a collaborative environment. This individual would ideally sit in the Duluth office but is also welcome to sit at the Atlanta, or Gainesville location, or a hybrid of the 3 depending on commute.

What We Offer

We hire good people and give them a good place to work. Our secret to keeping them around is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We truly believe that when you succeed, the firm succeeds, and we make sure you have whatever tools you need to make that success possible.

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Flexible PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Annual Performance Bonus
• Commitment to Professional Development
• Optional Equity Program Eligibility at Sr. Manager Level + top performing Managers

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For questions or inquiries about the role, please reach out to Kim Chedgy, Lead Recruiter at kchedgy@ascendtogether.com. 

We provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. We hire and promote individuals solely based on qualifications for the position to be filled and business needs. 

Who We Are 

About Ascend 

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. 

For more information, visit www.ascendtogether.com.

About Wilson Lewis 

Wilson Lewis is a growing accounting and advisory firm with offices in Duluth, Atlanta, Alpharetta, and Gainesville, designed to make life easier for clients. Our main objective is to offer quality advisory services, personal attention, and serve as an economic guide to protect and grow your future. 

At Wilson Lewis, we believe that great work begins with great people. You’ll join a firm where collaboration, professional growth, and a genuine sense of community are part of everyday life. We take pride in providing high-quality client service in a supportive, flexible environment — and we’re looking for team members who share our values of excellence, integrity, and fun. In 2025, we are a Regional Leader (Accounting Today), an Inside Public Accounting Top 500 Firm, have been recognized as a Best Place to Work in Georgia (Georgia Trend Magazine) and Atlanta (Atlanta Business Chronicle), and earned the Best of Accounting Client Satisfaction credential from ClearlyRated.

The Role

We are seeking a strategic and entrepreneurial CAAS Director to lead this growing service line, drive client success, elevate our team, and shape the future of our advisory offerings. 

The CAAS Director will lead the firm’s client accounting and advisory practice, driving growth through strategic resource management, operational excellence, and high-impact client service. This role combines strategic leadership  and a strong understanding of accounting fundamentals with hands-on execution; streamlining processes, building scalable SOPs, and leveraging technology to enhance both client and team experiences. 

The Director oversees a growing CAAS portfolio, converts qualified leads into well-scoped engagements, and ensures delivery of meaningful insights and measurable results. The ideal candidate is a self-starter, client-focused, and skilled in technical, advisory, and leadership disciplines, with a passion for developing people and transforming how businesses operate. 

Key Responsibilities

Practice Management and Strategic Operations 

• Manage department resources and project scheduling with data driven decision making to ensure accounts are properly staffed and aligned with demand.
• Develop and refine staffing models for core CAAS service offerings, optimizing collaboration between domestic and offshore teams.
• Oversee workflow management to meet deadlines, and deliver an exceptional client experience.
• Streamline key CAAS processes through clear and effective operating procedures that enhance efficiency, consistency, and employee engagement.
• Evaluate emerging accounting technologies and automation tools; recommend and implement solutions that improve accuracy, efficiency, and the client experience. 
• Serve as the primary point of contact for firm leadership on CAAS-related initiatives and performance.

Team Leadership and Culture 

• Lead, manage, and hold team members accountable to firm goals; monitor utilization and workload to ensure consistent service quality.
• Coach, motivate, and upskill staff through ongoing feedback and performance guidance to support professional growth and engagement
• Foster a culture of strong ownership, accountability, innovation and continuous improvement.
• Conduct formal performance evaluations at least semi-annually and provide regular, constructive feedback throughout the year 

Client Engagement and Business Development 

• Stay current on industry trends and market opportunities to identify strategic growth areas and potential partnerships.
• Oversee key client relationships, ensuring timely communication, service excellence, and strategic alignment.
• Conduct prospect meetings to assess client needs and design appropriately scoped, accurately priced, long term CAAS engagements.
• Strengthen advisory relationships with clients by proactively identifying opportunities to expand services and support evolving business needs

Required Qualifications

• Bachelor’s degree in Accounting
• 10+ years of general accounting experience
• 4+ years of experience training and supervising staff
• Deep understanding of accounting principles and advisory services.
• Strategic people leader with a track record of building high-performing teams and driving a culture of accountability, continuous improvement, and client-focused excellence.
• Strong critical-thinking, problem-solving, and analytical skills; able to identify root causes of complex issues and design practical, well-structured solutions.
• Process-oriented, with an appreciation for standard operating procedures and the ability to create and refine SOPs.
• Technologically adept, quick to learn new tools and skilled in leveraging automation and AI to optimize processes.
• Excellent communicator, both verbal and written; able to simplify complex accounting and finance concepts and uncover client needs, even when not fully articulated.
• Strong soft skills in project and time management; highly organized, able to manage multiple priorities, and skilled at turning challenges into opportunities. 
• Proficient in accounting software; experience with QuickBooks preferred.

Preferred Qualifications

• Experience managing offshore teams
• Experience in evaluating and implementing new software solutions
• Proven ability to grow a client book of business in CAAS services

What We Offer

We hire good people and give them a good place to work. Our secret to keeping them around is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We truly believe that when you succeed, the firm succeeds, and we make sure you have whatever tools you need to make that success possible.

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Flexible PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Annual Performance Bonus
• Commitment to Professional Development
• Community Involvement
• Optional Equity Program Eligibility at Sr. Manager Level + top performing Managers

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For questions or inquiries about the role, please reach out to Kim Chedgy, Lead Recruiter at kchedgy@ascendtogether.com. 

We provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. We hire and promote individuals solely based on qualifications for the position to be filled and business needs. 

Who We Are 

About Ascend 

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. 

For more information, visit www.ascendtogether.com.

About Wilson Lewis 

Wilson Lewis is a growing accounting and advisory firm with offices in Duluth, Atlanta, Alpharetta, and Gainesville, designed to make life easier for clients. Our main objective is to offer quality advisory services, personal attention, and serve as an economic guide to protect and grow your future. 

At Wilson Lewis, we believe that great work begins with great people. You’ll join a firm where collaboration, professional growth, and a genuine sense of community are part of everyday life. We take pride in providing high-quality client service in a supportive, flexible environment — and we’re looking for team members who share our values of excellence, integrity, and fun. In 2025, we are a Regional Leader (Accounting Today), an Inside Public Accounting Top 500 Firm, have been recognized as a Best Place to Work in Georgia (Georgia Trend Magazine) and Atlanta (Atlanta Business Chronicle), and earned the Best of Accounting Client Satisfaction credential from ClearlyRated.

The Role

We are seeking experienced Tax Managers to join our collaborative, people-first team!

As a Tax Manager, you will lead and manage all phases of business and individual client tax advisory and compliance engagements, serving as a trusted advisor to a diverse client base. You will oversee the preparation and review of complex returns, mentor and develop junior staff, and ensure projects are delivered accurately and on time.

This is a leadership role for someone who values technical excellence, strong client relationships, and contributing to a positive, team-oriented culture. Our firm is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, collaborative working environment.  

Key Responsibilities

• Lead and manage business (1120, 1120S, 1065) and individual (1040) tax engagements from planning through delivery, to include preparation as needed.
• Review and oversee the work of staff and senior accountants to ensure technical accuracy, compliance, and efficiency.
• Serve as a point of contact for clients, maintaining ongoing communication, and identifying opportunities for value-added services.
• Advise clients on federal, state, and local tax matters, offering proactive strategies to minimize risk and optimize results.
• Mentor, train, and develop junior team members, providing technical guidance and performance feedback.
• Conduct research on complex tax issues and present findings in clear, actionable terms.
• Manage project timelines, budgets, and production goals to ensure engagement profitability.
• Collaborate with partners and other managers to manage client relationships and support firm growth.
• Stay up to date with changing tax regulations and incorporate innovative, practical solutions into client service.
• Contribute to a positive, collaborative team culture that values accountability, integrity, and professional growth.

Required Qualifications 

• Bachelor's degree in accounting, finance, or related field
• CPA or Enrolled Agent (EA)
• 7+ years of public accounting experience in tax preparation and review
• Strong knowledge of basic accounting, corporate, partnership, and individual taxation
• Excellent project management, analytical, and communication skills
• Demonstrated ability to lead teams, manage multiple priorities, and meet deadlines
• Client-service mindset with a commitment to quality and relationship building

Preferred Qualifications 

• Experience with CCH Axcess, UltraTax and/or QuickBooks
• Knowledge of multi-state, high-net-worth individual, estate, and trust tax issues
• Prior supervisory experience with demonstrated ability to mentor and inspire staff
• Interest in business development or firm growth initiatives

What We Offer

At Wilson Lewis, we believe that great work begins with great people. You'll join a firm where collaboration, professional growth, and a genuine sense of community are part of everyday life. We take pride in providing high-quality client service in a supportive, flexible environment — and we're looking for team members who share our values of excellence, integrity, and fun. We are a Regional Leader (Accounting Today), the #24 Fastest-Growing Firm in the US (Accounting Today 2026), an Inside Public Accounting Top 500 Firm, have been recognized as a Best Place to Work in Georgia (Georgia Trend Magazine) and Atlanta (Atlanta Business Chronicle), and earned the Best of Accounting Client Satisfaction credential from ClearlyRated.

We hire good people and give them a good place to work. Our secret to keeping them around is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We truly believe that when you succeed, the firm succeeds, and we make sure you have whatever tools you need to make that success possible.

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Annual Performance Bonus
• Commitment to Professional Development
• Optional Equity Program Eligibility at Sr. Manager Level + top performing Managers

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For questions or inquiries about the role, please reach out to Kim Chedgy, Lead Recruiter at kchedgy@ascendtogether.com. 

We provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. We hire and promote individuals solely based on qualifications for the position to be filled and business needs. 

Who We Are 

About Ascend 

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. 

For more information, visit www.ascendtogether.com.

About Wilson Lewis 

Wilson Lewis is a growing accounting and advisory firm with offices in Duluth, Atlanta, Alpharetta, and Gainesville, designed to make life easier for clients. Our main objective is to offer quality advisory services, personal attention, and serve as an economic guide to protect and grow your future. 

At Wilson Lewis, we believe that great work begins with great people. You’ll join a firm where collaboration, professional growth, and a genuine sense of community are part of everyday life. We take pride in providing high-quality client service in a supportive, flexible environment — and we’re looking for team members who share our values of excellence, integrity, and fun. In 2025, we are a Regional Leader (Accounting Today), an Inside Public Accounting Top 500 Firm, have been recognized as a Best Place to Work in Georgia (Georgia Trend Magazine) and Atlanta (Atlanta Business Chronicle), and earned the Best of Accounting Client Satisfaction credential from ClearlyRated.

The Role

We are seeking an experienced Senior Tax Manager to join our collaborative, people-first team!

As a Tax Senior Manager, you will serve as a primary technical resource and people leader within the tax department — overseeing complex engagements, developing managers and seniors, and acting as a main client contact for a portfolio of relationships. You will work closely with partners to manage risk, drive quality, and contribute meaningfully to the growth and culture of the firm.

This role is ideal for a technically strong, client-focused professional who is ready to operate with a high degree of autonomy, lead difficult conversations, and help shape the next generation of Wilson Lewis talent.

Key Responsibilities

• Oversee and review complex tax engagements for individuals, partnerships, corporations, trust, estates, and non-profits, ensuring the highest standards of technical accuracy and documentation before partner review.
• Serve as the primary technical resource for seniors and staff — remaining current on tax developments, leading internal training, and driving the team's technical proficiency.
• Act as a main point of contact for a portfolio of clients; maintain proactive communication throughout the year and attend client meetings independently as appropriate.
• Lead planning, budgeting, and staffing for engagements; monitor budget compliance across the team and communicate out-of-scope billing opportunities to partners early.
• Directly supervise seniors and staff during engagements — hold regular update meetings, provide timely and constructive review feedback, and ensure all workpapers are complete and signed off prior to partner review.
• Handle problems and conflicts on behalf of the team, offering solutions rather than simply escalating challenges, with minimal involvement from partners.
• Participate in prospective client meetings, assist with proposal development, and contribute to new business growth in accordance with annual targets.
• Conduct and support sophisticated tax research and write consultation memos as needed; leverage research projects to develop junior staff.
• Identify and communicate professional development opportunities for team members; ensure all direct reports have active career maps and receive regular, meaningful feedback.
• Make substantive contributions to the firm outside of direct client service — including recruiting, process improvement, software implementation, and staff development.

Required Qualifications 

• Bachelor's degree in accounting, finance, or related field
• CPA license required
• 8+ years of public accounting experience in tax, with demonstrated progression into a supervisory or leadership role
• Deep technical knowledge across corporate, partnership, and individual taxation
• Proven ability to manage multiple complex engagements simultaneously and meet deadlines
• Strong client relationship skills with experience serving as a primary client contact
• Demonstrated ability to lead, develop, and motivate teams

Preferred Qualifications 

• Subject matter expertise in 2 or more industries or specialty tax areas (e.g., multi-state, high-net-worth individuals, non-profits, estates and trusts)
• Experience with CCH Axcess, UltraTax, QuickBooks, and Microsoft Office
• Track record of contributing to business development or client expansion initiatives
• Experience with workforce planning, hiring, or performance management processes

What We Offer

At Wilson Lewis, we believe that great work begins with great people. You'll join a firm where collaboration, professional growth, and a genuine sense of community are part of everyday life. We take pride in providing high-quality client service in a supportive, flexible environment — and we're looking for team members who share our values of excellence, integrity, and fun. We are a Regional Leader (Accounting Today), the #24 Fastest-Growing Firm in the US (Accounting Today 2026), an Inside Public Accounting Top 500 Firm, have been recognized as a Best Place to Work in Georgia (Georgia Trend Magazine) and Atlanta (Atlanta Business Chronicle), and earned the Best of Accounting Client Satisfaction credential from ClearlyRated.

We hire good people and give them a good place to work. Our secret to keeping them around is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We truly believe that when you succeed, the firm succeeds, and we make sure you have whatever tools you need to make that success possible.

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Annual Performance Bonus
• Commitment to Professional Development
• Optional Equity Program Eligibility at Sr. Manager Level + top performing Managers

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For questions or inquiries about the role, please reach out to Kim Chedgy, Lead Recruiter at kchedgy@ascendtogether.com. 

We provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. We hire and promote individuals solely based on qualifications for the position to be filled and business needs. 

Who We Are 

About Ascend 

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. 

For more information, visit www.ascendtogether.com.

About Wilson Lewis 

Wilson Lewis is a growing accounting and advisory firm with offices in Duluth, Atlanta, Alpharetta, and Gainesville, designed to make life easier for clients. Our main objective is to offer quality advisory services, personal attention, and serve as an economic guide to protect and grow your future. 

At Wilson Lewis, we believe that great work begins with great people. You’ll join a firm where collaboration, professional growth, and a genuine sense of community are part of everyday life. We take pride in providing high-quality client service in a supportive, flexible environment — and we’re looking for team members who share our values of excellence, integrity, and fun. In 2025, we are a Regional Leader (Accounting Today), an Inside Public Accounting Top 500 Firm, have been recognized as a Best Place to Work in Georgia (Georgia Trend Magazine) and Atlanta (Atlanta Business Chronicle), and earned the Best of Accounting Client Satisfaction credential from ClearlyRated.

The Role

We are seeking an experienced Tax Senior to join our collaborative, people-first team!

As a Tax Senior, you will take ownership of tax engagements from start to finish — preparing and reviewing federal and state returns for individuals, partnerships, corporations, trusts, estates, and non-profits while directly supervising and developing staff. You will serve as a key point of coordination between staff and managers, ensuring work is technically sound, on time, and delivered to firm standards.

This role is well suited for someone who is ready to take on greater responsibility, sharpen their technical expertise, and begin developing the client service and leadership skills that will carry them forward in their career.

Key Responsibilities

• Prepare federal and state tax returns for individuals, businesses, trusts, and estates at varying levels of complexity.
• Directly supervise staff during engagements — assign work thoughtfully, monitor progress, hold regular status updates, and communicate issues to the manager or senior manager in a timely manner.
• Review staff workpapers and provide clear, constructive feedback to ensure compliance with firm quality and documentation standards.
• Perform an effective self-review, catching errors before submission and proactively maintaining a checklist of prior review points to prevent repeat comments.
• Communicate engagement status, budget variances, and timing risks to the manager or senior manager as early as possible.
• Research moderately complex tax issues and document findings clearly, escalating significant matters to the manager, senior manager, or partner as appropriate.
• Identify additional services Wilson Lewis can provide to address client needs observed during engagements.
• Serve as a buddy and mentor to assigned staff — meet regularly, provide real-time feedback, and communicate development opportunities to senior leadership.
• Participate in firm-sponsored networking events and professional development activities, including at least 40 hours of technical CPE annually.
• Contribute to firm initiatives beyond direct client service, including recruiting, process improvement, and staff development.

Required Qualifications 

• Bachelor's degree in accounting, finance, or related field
• 2–5 years of public accounting experience in tax preparation and review
• Proficiency preparing business and individual returns
• Strong organizational skills with the ability to manage multiple engagements simultaneously
• Effective written and verbal communication skills

Preferred Qualifications 

• CPA license or Enrolled Agent (EA) or actively pursuing completion of CPA exam
• Experience supervising or mentoring junior staff
• Proficiency with CCH Axcess, UltraTax, QuickBooks, and Microsoft Office
• Exposure to multi-state, trust, or other specialty tax areas

What We Offer

At Wilson Lewis, we believe that great work begins with great people. You'll join a firm where collaboration, professional growth, and a genuine sense of community are part of everyday life. We take pride in providing high-quality client service in a supportive, flexible environment — and we're looking for team members who share our values of excellence, integrity, and fun. We are a Regional Leader (Accounting Today), the #24 Fastest-Growing Firm in the US (Accounting Today 2026), an Inside Public Accounting Top 500 Firm, have been recognized as a Best Place to Work in Georgia (Georgia Trend Magazine) and Atlanta (Atlanta Business Chronicle), and earned the Best of Accounting Client Satisfaction credential from ClearlyRated.

We hire good people and give them a good place to work. Our secret to keeping them around is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We truly believe that when you succeed, the firm succeeds, and we make sure you have whatever tools you need to make that success possible.

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Annual Performance Bonus
• Commitment to Professional Development
• Optional Equity Program Eligibility at Sr. Manager Level + top performing Managers

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For questions or inquiries about the role, please reach out to Kim Chedgy, Lead Recruiter at kchedgy@ascendtogether.com. 

We provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. We hire and promote individuals solely based on qualifications for the position to be filled and business needs. 

About Ascend

At Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms — from rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you’re not just a number but a valued member of a community that champions both your professional and personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and robust resources.

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential.

GMP is a member of Ascend Partner Services, a PE-backed growth partner. 

About GMP Advisors

The GMP story began in 1982 when a group of seven professionals set out to create a better public accounting firm. Their goal was simple but ambitious: serve clients as trusted advocates for their businesses, their families, and their employees — while building a workplace free from micromanagement where professionals could flourish creatively, grow professionally, and maintain balance in their lives.

More than four decades later, that founding vision still drives everything we do. Today, GMP Advisors is a full-service public accounting and advisory firm headquartered in Tyler, Texas, with more than 100 professionals across Audit, Tax, Advisory, and Outsourced Accounting/CFO services. We offer the depth and breadth of a large regional firm while preserving the collaborative, people-first culture our founders built from day one.

We are in an active period of growth — expanding our team, deepening our service capabilities, and investing in the people who make it possible. If you’re looking for a place where your contributions are visible, your development is supported, and your career has real room to grow, GMP Advisors is that firm.

The Role

GMP Advisors is seeking an Audit Manager to join our growing Audit practice in Tyler, Texas. In this role, you will lead client engagements across a diverse portfolio that includes Oil & Gas, Construction, Government, and other industries — managing relationships, supervising and developing engagement teams, and delivering the high-quality work our clients have come to expect from GMP.

This is a high-visibility position within a firm that is actively growing its Audit practice. For the right candidate, GMP offers meaningful career development and a clear path toward increasing responsibility over time.

The Audit Manager will: 

• Lead and ensure the engagement team maintains a high degree of accuracy and timeliness across all audit engagements.
• Review the work of junior staff and prepare more complex sections of engagement files. Set the culture for the engagement team and mentor members in their career development. Listen actively and assist team members in developing goals that support both their growth and department objectives.
• Deliver quality client service in accordance with GMP’s values to build and maintain client loyalty. Contribute to a positive client and team member experience on every engagement.
• Utilize CCH Axcess, CCH Engagement, DataSnipper, and other cutting-edge tools & solutions to manage workflow, documentation, and audit evidence. Focus on solutions and creative problem solving to help make timely decisions and improve engagement efficiency.

The ideal candidate will have: 

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Olivia Riley, Sr. Recruiter at olivia.riley@ascendtogether.com. 

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

About Lucas Horsfall

Have you dreamt about a career in public accounting with work-life balance? Enjoying the diversity of clients and the challenging work public accounting offers with the added benefits of professional growth and opportunity for advancement? Have you experienced a culture that is fun and diverse offering an authentic family feel with people that truly care about you and your professional development? Lucas Horsfall is that CPA firm. Celebrating our 68th year anniversary in 2025, we attribute our exceptional growth and low turnover to our appreciation of our people and clients. This growth has provided a need for an audit senior to help deliver personal and experienced service to our vast array of clients.

The Role

At Lucas Horsfall, an audit senior is responsible for detailed assurance and audit procedures for clients in a variety of industries. The position involves researching and analyzing financial statements and audit related issues and preparing thorough and accurate audit documentation in accordance with US GAAP, IFRS, PCAOB and firm standards. This position will train and develop staff. This role will be achieved in a hybrid environment out of our Pasadena, CA or Irvine, CA office location.

Key Responsibilities

• Performs field work on financial statement audit and accounting engagements.
• Monitors progress of engagements in relation to budgets and due dates.
• Directs the work of staff assigned to client engagements.
• Assists with engagement planning.
• Trains, supervises, and develops staff on engagements.
• Reviews work before submission to Managers for further review.
• Maintains professional and technical knowledge by attending educational workshops or classes, reviewing professional publications, establishing personal networks, and participating in professional societies.
• Contributes to team effort by accomplishing related results as needed, including special projects.
• Prioritizes and manages multiple projects and deadlines.
• Communicates effectively and serves as liaison among with Managers, clients, and staff.

Required Qualifications

• 3+ years of financial statement audit experience at a public accounting firm.
• BA/BS degree in accounting or business from an accredited university.
• Experience working with privately held clients.
• Must be able to travel to client locations.
• Strategic thinker with strong organizational skills.

Preferred Qualifications

• Master’s degree in accounting.
• Licensed and currently active CPA or working towards CPA designation.
• Industry experience in manufacturing, real estate, construction, not-for-profit preferred.
• Experience using Caseware.
• Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP), U.S. Generally Accepted Auditing Standards (GAAS).
• Excellent oral and written communication skills.

What We Offer

As a firm, we offer great benefits, a competitive salary and tuition reimbursement for advanced education. Headquartered in Pasadena, CA with offices in Encino and Irvine, Lucas Horsfall is a growing CPA and consulting firm focused on tax, audit, and consulting needs. Explore the opportunities that await you today! Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Flexible PTO
• Excellent Voluntary Insurance Options
• 401(k) Matching
• Discretionary Bonus
• Commitment to Professional Development
• Meaningful work that makes a difference in our clients' lives

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility, credentials, and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at ajebson@ascendtogether.com.

The pay range for this role is $80,000 - $110,000 per year. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education, and/or skill level.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

About Lucas Horsfall

Have you dreamt about a career in public accounting with work-life balance? Enjoying the diversity of clients and the challenging work public accounting offers with the added benefits of professional growth and opportunity for advancement? Have you experienced a culture that is fun and diverse offering an authentic family feel with people that truly care about you and your professional development? Lucas Horsfall is that CPA firm. Celebrating our 68th year anniversary in 2025, we attribute our exceptional growth and low turnover to our appreciation of our people and clients. This growth has provided a need for a CAAS Manager (Client Accounting and Advisory Services) to help deliver personal and experienced service to our vast array of clients.

The Role

At Lucas Horsfall, a CAAS Manager is responsible for the client relationship of our mid-to-large-sized entities, advising clients on appropriate financial and visionary strategies. The firm also encourages managers to take ownership of their career, tailoring their career growth, direction, and progression to accommodate shifts and changes in their personal lives. This position will mentor, train, and develop staff and seniors. The CAAS Manager is expected to play an active role in business development efforts. A commitment to identifying and cultivating new client opportunities is a core component of this position and will be reflected in the employee's annual performance scorecard. The role will be achieved in a hybrid environment out of our Pasadena, CA or Irvine, CA office. 

Key Responsibilities

• Set the vision for the monthly close process to happen timely, mitigate situations when factors come up to stall or delay, and ensure a monthly close deliverable is achieved by committing to month-end meetings with all clients. 
• Follow through and take ownership of correspondence with clients, staff, and partners.
• Drive departmental growth and contribute meaningfully to high-level decision making across the practice.
• Commitment to actively train, develop, and mentor staff and seniors.
• Provide advisory and technical expertise in delivery of tax services to clients, purchasing accounting, including M&A transaction support, and comprehensive payroll advisory services, including payroll tax preparation and the research necessary to ensure compliance and accuracy.
• Understanding of the internal control environment necessary on a client and advise where weaknesses or strengths are present.
• Function as a liaison, leading a client through a financial statement audit to ensure clients are “audit ready” with their year-end close and analysis of key account balances.
• Help solidify clients’ visions through budget preparation. Monitor budget versus actual and have active discussions with clients’ regarding variances.

Required Qualifications

• 5+ years of public accounting experience.
• 2+ years of experience training and supervising staff.
• Must have prior experience working with clients across various industries, including, but not limited to, manufacturing, nonprofit organizations, and SaaS (Software as a Service) companies. The ability to understand and navigate the unique accounting, compliance, and advisory needs of each sector is essential to success in this role.
• Proficiency across multiple accounting platforms including QuickBooks Online, Bill.com, NetSuite, and similar tools.
• BA/BS degree in accounting or equivalent from an accredited university.
• Licensed and currently active CPA.
• Capable of working in a demanding, deadline-driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner.

Preferred Qualifications

• Master’s degree in accounting or equivalent.
• Prior CAAS background. The ideal candidate will come from an established Accounting and Advisory Services department. 
• Experience building and growing an offshore team. 

What We Offer

As a firm, we offer great benefits, a competitive salary and tuition reimbursement for advanced education. Headquartered in Pasadena, CA with offices in Encino and Irvine, Lucas Horsfall is a growing CPA and consulting firm focused on tax, audit, and consulting needs. Explore the opportunities that await you today! Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Flexible PTO
• Excellent Voluntary Insurance Options
• 401(k) Matching
• Discretionary Bonus
• Commitment to Professional Development
• Meaningful work that makes a difference in our clients' lives

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility, credentials, and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at ajebson@ascendtogether.com.

The pay range for this role is $125,000 - $165,000 per year. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education, and/or skill level.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

As of May 2026, Jackson Thornton has joined the Ascend network. 

Find Your Home with Jackson Thornton! 

Jackson Thornton, an accounting and consulting firm, was established in Montgomery, Alabama, on March 3, 1919. From our beginning, the firm has operated with personal integrity and professional excellence while evolving and expanding to provide more of what businesses need- whether strategic planning, business consulting, technology consulting or specialized industry services. Jackson Thornton has grown to serve clients in six locations throughout Alabama with a team of more than 200 professionals and is looking to welcome more driven, client-focused individuals to the firm. 

Jackson Thornton is looking for an Audit Manager to be responsible for the overall management of audit engagements within the utility industry practice and serve as a trusted advisor to utility clients, providing guidance on accounting, compliance, and regulatory matters. This role oversees multiple engagements simultaneously, manages client relationships, ensures technical accuracy, mentors audit supervisors and staff, and requires advanced technical expertise, strong leadership, and the ability to balance quality, efficiency, and client service.

As an Audit Manager, you will: 

The ideal candidate will have:

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

As of May 2026, Jackson Thornton has joined the Ascend network. 

Find Your Home with Jackson Thornton! 

Jackson Thornton, an accounting and consulting firm, was established in Montgomery, Alabama, on March 3, 1919. From our beginning, the firm has operated with personal integrity and professional excellence while evolving and expanding to provide more of what businesses need- whether strategic planning, business consulting, technology consulting or specialized industry services. Jackson Thornton has grown to serve clients in six locations throughout Alabama with a team of more than 200 professionals and is looking to welcome more driven, client-focused individuals to the firm. 

Jackson Thornton is looking for an Audit Supervisor to play a key role in planning, executing, and supervising audit engagements for utility industry clients. This position will work closely with audit managers and partners to ensure high quality audits, timely delivery, and strong client relationships. The role requires hands-on technical expertise, leadership of field teams, and a solid understanding of utility accounting and regulatory environments.

The Audit Supervisor will also supervise staff auditors, review work papers, and serve as a primary point of contact for client personnel during fieldwork. This role is ideal for a senior level professional preparing for management responsibilities in a specialized utility practice.

As an Audit Supervisor, you will: 

The ideal candidate will have:

Assurance Senior

About KSDT  

KSDT has long been recognized as one of Forbes Best Accounting and Tax Firms in America and one of the South Florida Business Journal’s Best Places to Work. Now, with our exciting new partnership with Ascend, we’re stepping into the next phase of growth and opportunity. 

What hasn’t changed is our culture: the “secret sauce” that sets us apart. We foster a fun and creative environment, keep politics out, and make work-life balance a priority. We seek highly motivated individuals who want not only true career advancement, but also the chance to shape and grow alongside a firm that is scaling rapidly. Our partners and knowledgeable professionals remain accessible for hands-on learning, mentorship, and development. 

In September 2025, KSDT made the strategic decision to join Ascend! With Ascend’s partnership and shared resources, KSDT is well positioned for strong innovation and growth in the years to come. 

About Ascend 

At Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms - from rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number but a valued member of a community that champions both your professional and personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and robust resources.  

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential.  

For more information, visit www.ascendtogether.com. 

Locations: Miami, FL; Sunrise, FL; Boca Raton, FL 

• Prepare and review financial statements for a variety of nonprofit and other clients in accordance with GAAP and applicable standards
• Supervise and mentor associate staff and interns on engagements, reviewing their work for accuracy and completeness
• Perform general audit procedures including coordinating audit closing communications, drafting client correspondence, and resolving open items
• Apply knowledge of nonprofit-specific accounting and auditing standards relevant to the client's organizational structure and funding sources
• Research technical accounting and auditing issues using firm-approved online tools and authoritative literature
• Assist senior team members in managing client engagements from planning through completion while managing budgets and timelines
• Maintain open, proactive communication with clients to ensure satisfaction and adherence to deadlines
• Prepare and review audit workpapers and documentation in accordance with firm and professional standards
• Broaden technical expertise by reviewing complex client transactions and collaborating with managers on technical conclusions
• Participate in professional development, continuing education, and firm-sponsored training on a regular basis
• Support business development activities and contribute to building positive, lasting client relationships
• Take on additional related duties as assigned

 Desired Qualifications

• Bachelor's or Master's degree in Accounting
• CPA license or active pursuit of CPA licensure strongly preferred
• Minimum of 3 years of experience in a public accounting firm
• Demonstrated nonprofit audit experience across a variety of nonprofit entity types
• Experience with nonprofit accounting and ERP software (e.g., Sage Intacct, Blackbaud, or QuickBooks Nonprofit) a plus
• Proficiency in audit engagement software (e.g., CaseWare, CCH Engagement, or ProSystem fx) preferred
• Proficient in Microsoft Office Suite, especially Excel, Word, and PowerPoint
• Strong written and verbal communication skills with the ability to communicate complex accounting matters clearly
• Ability to supervise, review, and provide constructive feedback to junior staff
• Proven ability to manage multiple engagements and competing priorities in a fast-paced environment
• Excellent analytical, organizational, and attention-to-detail skills
• Collaborative team player with a positive attitude and eagerness to learn and grow

KSDT is dedicated to ensuring equal opportunity in all aspects of employment, including hiring, promotion, compensation, and workplace culture.

KSDT is committed to fostering a diverse and inclusive workplace. We comply with all applicable federal, state, and local employment laws and do not discriminate based on race, color, religion, sex, national origin, age, disability, pregnancy, childbirth, genetic information, sexual orientation, gender identity, veteran status, or any other protected category under applicable law.

We provide reasonable accommodations for qualified individuals with disabilities, pregnancy-related conditions, and religious beliefs, unless doing so would impose an undue hardship.

This job description is intended to provide a general overview of the responsibilities and qualifications of the position. It is not an exhaustive list, and additional duties may be assigned as needed.

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

About GG Advisors

GG Advisors is a Kansas City area professional services firm located in Leawood, Kansas. We provide advisory services, including tax, accounting, part-time CFO, and business formation services. At GG Advisors, we are willing to help you continuously improve on various aspects of your career. When you choose to join us, you will be joining an environment where your goals are respected and where you'll work collaboratively with other team members to solve problems. We will provide the technologies, training and procedures to perform your job independently and confidently. You'll also have the support of the partners to develop your own personal network of contacts and be actively involved in the community. 

In October 2023, GG Advisors made the strategic decision to join Ascend to usher in our next stage of growth. With Ascend’s partnership and shared resources – including technology, training and development – GG Advisors is well positioned for strong innovation and growth in the years to come.

The Role

If you’re an experienced tax professional looking for a culture that supports personal growth, collaborative relationships, and innovative minds through a flexible working environment, you may be a great fit for our team. We are looking for MVPs that want to use their gifts and expertise in tax services to serve our businesses, their owners, and individuals.

Key Responsibilities

Be ready to jump in and make an impact! As part of our team, you’ll: 

• Manage client assignments and deliver high-quality service
• Act as a visionary for clients providing solutions and managing implementation of ideas
• Provide tax provision preparation, review, and support service to clients on complex engagements
• Lead a team of like-minded individuals by coaching, advising, and supporting them to meet client and self-development goals
• Drive motivation and commitment to accountability for work plans, responsibilities, and tasks
• Stay up-to-date, conduct research, and consult on complex tax matters
• Have the opportunity to grow alongside our directors and partners as we grow our firm 

Required Qualifications

• Hold an active CPA license (or be in the process of obtaining it)
• 7+ years of experience in federal and state tax compliance
• Experience in Corporate, S-corp. and/ or Partnership returns
• Experience with individual clients, high net worth individuals, trusts and estates, and/or state tax and pensions
• Exceptional communication skills for supporting a work team and strengthening long-term relationships with clients
• QuickBooks proficiency
• Proficient with tax preparation and accounting software

Preferred Qualifications

• Proficiency with CCH Axcess

Who We Look For

A perceptive team-player who excels in a progressive & collaborative environment, blending sharp analytical skills with exceptional communication. A detail-oriented performer who embodies critical thinking and high standards. A proactive professional, committed to delivering outstanding service while embracing curiosity and innovation.

Location

At G&G, we’ve designed a flexible hybrid work structure that enables both teamwork and independence, enhancing our employees’ work experience while promoting personal well-being. 

What We Offer

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Performance Bonus
• Flexible schedule, including 4-day work weeks during off season (April 16 - Dec 31)
• Parental leave
• Employee Assistance Program
• Commitment to professional development
• Equity Program Eligibility at Sr. Manager level + top performing Managers

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility, credentials, and compensation
• Voluntary demographic & self-ID questions

For questions or inquiries about the role, please reach out to Kim Chedgy, Manager of Recruiting at kchedgy@ascendtogether.com. 

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

About GG Advisors

GG Advisors is a Kansas City area professional services firm located in Leawood, Kansas. We provide advisory services, including tax, accounting, part-time CFO, and business formation services. At GG Advisors, we are willing to help you continuously improve on various aspects of your career. When you choose to join us, you will be joining an environment where your goals are respected and where you'll work collaboratively with other team members to solve problems. We will provide the technologies, training and procedures to perform your job independently and confidently. You'll also have the support of the partners to develop your own personal network of contacts and be actively involved in the community. 

In October 2023, GG Advisors made the strategic decision to join Ascend to usher in our next stage of growth. With Ascend’s partnership and shared resources – including technology, training and development – GG Advisors is well positioned for strong innovation and growth in the years to come.

The Role

If you’re an experienced tax professional looking for a culture that supports personal growth, collaborative relationships, and innovative minds through a flexible working environment, you may be a great fit for our team. We are looking for tax professionals that want to use their gifts and expertise to make a tangible impact. You will handle federal and state tax planning and compliance services to serve our businesses, their owners and individuals.

Be ready to jump in and learn! As part of our team, you’ll get the opportunity to have more direct interaction with clients, do more complex work earlier in your career, and learn alongside our directors and partners! 

Key Responsibilities

• Prepare and review tax filings (1040, 1041, Partnerships, LLC, S-Corp) for business owner’s corporate and individual needs.
• Take ownership of client relationships, proactively reviewing tax information supplied by the client, addressing open items, and ensuring a seamless experience.
• Identify and communicate any tax matters to Managers, Senior Managers or the broader team.
• Collaborate with your internal G&G team and help them review clients’ comparative financials.
• Lead client engagements with confidence, ensuring high-quality service while maintaining and strengthening relationships.

Required Qualifications

• 3+ years of experience in federal and state tax compliance
• Ability to independently manage client needs
• Microsoft Office proficiency
• QuickBooks proficiency
• Experience with tax preparation and accounting software
• Strong communication skills

Preferred Qualifications

• Hold an active CPA license (or be in the process of obtaining it)
• Proficiency with 1040, 1041, Partnerships, LLC, S-Corp returns
• Proficiency with CCH Axcess

Who We Look For

A perceptive team-player who excels in a progressive & collaborative environment, blending sharp analytical skills with exceptional communication. A motivated, detail-oriented performer who embodies critical thinking and high standards. A proactive professional, committed to delivering outstanding service while embracing curiosity and innovation.

What We Offer

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Performance Bonus
• Flexible schedule, including 4-day work weeks during off season (April 16 - Dec 31)
• Parental leave
• Employee Assistance Program
• Commitment to professional development
• Equity Program Eligibility at Sr. Manager level + top performing Managers

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility, credentials, and compensation
• Voluntary demographic & self-ID questions

For questions or inquiries about the role, please reach out to Kim Chedgy, Manager of Recruiting at kchedgy@ascendtogether.com. 

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

About GG Advisors 

GG Advisors is a Kansas City area professional services firm located in Leawood, Kansas. We provide advisory services, including tax, accounting, part-time CFO, and business formation services. At GG Advisors, we are willing to help you continuously improve on various aspects of your career. When you choose to join us, you will be joining an environment where your goals are respected and where you'll work collaboratively with other team members to solve problems. We will provide the technologies, training and procedures to perform your job independently and confidently. You'll also have the support of the partners to develop your own personal network of contacts and be actively involved in the community. 

In October 2023, GG Advisors made the strategic decision to join Ascend to usher in our next stage of growth. With Ascend’s partnership and shared resources – including technology, training and development – GG Advisors is well positioned for strong innovation and growth in the years to come.

The Role:  Client Accounting & Advisory Services Manager

This position is part of our Client Accounting and Advisory Services group, which provides outsourced accounting services for small and medium businesses. The team focuses on professional services, including engineering, construction, dental and medical offices, law firms, tech companies, veterinary clinics, and other service-based businesses. This is a full-time role, with seasonal overtime expected from January through April.

The Client Accounting & Advisory Services Manager leads and oversees complex client accounting engagements, ensuring excellence in day-to-day accounting operations, including month-end close, reconciliations, and financial reporting, while maintaining the highest standards of accuracy and compliance. This role, often acting as a Controller for our clients, drives advanced financial analysis and strategic advisory services, partners with clients as a trusted business advisor, and proactively identifies opportunities to improve financial performance and operational efficiency. The Manager provides leadership, coaching, and performance oversight to associates and senior associates, manages client relationships at a high level, and plays a key role in shaping process improvements, system enhancements, and practice growth initiatives. This manager will participate in both prospect meetings and attend networking events to support client acquisition and firm growth initiatives. This in-office position reports Leawood, Kansas.

 Specific Duties Will Include

• Directly supervise, train, and mentor a team of 3–5 staff members to ensure performance, development, and accountability
• Ensure accurate and timely reporting of all monthly client financial information
• Oversee and review monthly transactional accounting, including accounts payable, accounts receivable, and bank and credit card reconciliations in QuickBooks Online (QBO)
• Oversee payroll processing, including quarterly and annual payroll tax reporting, and ensure timely completion of state and city excise tax filings
• Maintain and optimize each client’s technology stack, recommending and implementing tools to improve efficiency, effectiveness, and overall service value
• Troubleshoot and oversee payroll onboarding, offboarding, delegation, and high-level payroll record maintenance
• Research and collaborate with the State & Local Tax team on compliance best practices to reduce client risk
• Anticipate client needs, respond promptly and professionally to communications, and regularly meet with clients to maintain a high standard of service
• Contribute to strategic direction and change management initiatives within one of the firm’s fastest-growing business units
• Participate actively in firm initiatives, culture-building efforts, and additional responsibilities as assigned
• Act as the final control point, safeguarding the integrity of financial statements and ensuring consistent, error-free execution of client business processes.
• Perform other duties as assigned by the department managers

 The Successful Candidate Will Have

• Bachelor’s degree in Accounting, Taxation, or related field
• 6+ years of experience in Client Accounting & Advisory Services, accounting, audit, corporate controller, or related field
• 2+ years of supervisory experience in accounting or a related field
• Extensive knowledge of GAAP and strong financial statement analysis skills
• Experience with QuickBooks Online, Sage Intacct, and/or other accounting systems
• Experience with Bill.com, Paychex, or similar financial/payroll software
• Proficiency in Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook
• Excellent communication skills, strong emotional intelligence, and the ability to work effectively in a team environment
• Ability to manage multiple priorities while meeting deadlines
• High level of integrity, professionalism, and confidentiality

While not required, the following skills would be considered an asset

• Master of Business Administration (MBA)
• CPA designation

What We Offer

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Performance Bonus
• Flexible schedule, including 4-day work weeks during off season (April 16 - Dec 31)
• Parental leave
• Employee Assistance Program
• Commitment to professional development
• Equity Program Eligibility at Sr. Manager level + top performing Managers

How To Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility, credentials, and compensation
• Voluntary demographic & self-ID questions

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

About GG Advisors

GG Advisors is a Kansas City area professional services firm located in Leawood, Kansas. We provide advisory services, including tax, accounting, part-time CFO, and business formation services. At GG Advisors, we are willing to help you continuously improve on various aspects of your career. When you choose to join us, you will be joining an environment where your goals are respected and where you'll work collaboratively with other team members to solve problems. We will provide the technologies, training and procedures to perform your job independently and confidently. You'll also have the support of the partners to develop your own personal network of contacts and be actively involved in the community. 

In October 2023, GG Advisors made the strategic decision to join Ascend to usher in our next stage of growth. With Ascend’s partnership and shared resources – including technology, training and development – GG Advisors is well positioned for strong innovation and growth in the years to come.

The Role

If you’re an accounting professional looking for a culture that supports personal growth, collaborative relationships, and innovative minds through a flexible working environment, you may be a great fit for our team. We are looking for an accounting MVP who wants to build and hone their passion for helping business owners understand and use their financials to achieve their goals.

Be ready to evolve! On our team, we promise you the opportunity to do more and acquire meaningful skills much earlier in your career. We are committed to your professional development, offering consistent feedback and coaching. You can expect to communicate often, both internally and when you engage with clients. This is not just a job—it's a platform for learning, growth, and making a tangible impact!

Key Responsibilities

When you choose to join us, you will do so in an environment where your goals are respected and where you will work collaboratively with other team members to solve problems. Your responsibilities will include:

• Client engagement
          ○ Collaborate with internal team to help answer client questions, provide insights, offer advice
• Financial statement preparation and review
• Month-end responsibilities
• Providing guidance on financial best practices and helping clients optimize their operations
• Giving guidance and mentorship to junior staff 
• Assisting with any internal projects, process improvements, and operational tasks

Required Qualifications

• 1-3+ years of accounting experience
• Experience with Microsoft Office
• Proficiency with accounting software
• Strong communication skills

Preferred Qualifications

• 3+ years of public accounting experience
• Proficiency with QuickBooks

Who We Look For

A perceptive team-player who excels in a progressive & collaborative environment, blending sharp analytical skills with exceptional communication. A detail-oriented performer who embodies critical thinking and high standards. A proactive professional, committed to delivering outstanding service while embracing curiosity and innovation.

What We Offer

Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Medical, dental, vision, life, disability insurance options
• Various voluntary insurance options
• FSA & HSA
• 401(k) matching
• Unlimited PTO
• 4-day work weeks during off season (closed on Fridays)
• Parental leave
• Employee Assistance Program
• Commitment to professional development

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility, credentials, and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Alex Harvick, Senior Recruiter, at aharvick@ascendtogether.com. 

At GG Advisors, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Supervisor - Tax Department

KSDT has long been recognized as one of Forbes Best Accounting and Tax Firms in America and one of the South Florida Business Journal’s Best Places to Work. Now, with our exciting new partnership with Ascend, we’re stepping into the next phase of growth and opportunity.

What hasn’t changed is our culture: the “secret sauce” that sets us apart. We foster a fun and creative environment, keep the politics out, and make work-life balance a priority. We seek highly motivated individuals who want not only true career advancement, but also the chance to shape and grow alongside a firm that is scaling rapidly. Our partners and knowledgeable professionals remain accessible for hands-on learning, mentorship, and development.

If you want to join an accounting firm with "out of the box" thinking, and one that’s now positioned for even greater reach with Ascend, apply here

Locations: Miami, Florida OR Weston, Florida OR Boca Raton, Florida OR Remote OR Hybrid

Responsibilities 

• Provide consulting services and make recommendations to clients on innovative business tax planning and compliance services in a timely and effective manner.
• Review tax returns from associates and interns and make recommendations regarding accuracy and tax savings opportunities.
• Assist Manager in running client engagements from start to finish, including planning, executing, directing, and completing tax projects and managing to budget.
• Ensure complete client satisfaction through open communication, managing, meeting deadlines and proactively sharing tax saving strategies.
• Work closely with Partners, Senior Managers, Managers and Staff on client management, professional development and business development activities.
• Resolve minor issues directly with the IRS and other tax authorities.
• Assist with resolving more complex issues with IRS and other tax authorities.
• Participate in client meetings. May lead client meetings with smaller clients.
• Supervise, train, and mentor associates and interns on tax projects and assess performance of staff for engagement reviews.
• Attend professional development and continuing education sessions on a regular basis.
• Other related duties as assigned.

 Desired Qualifications

• Bachelor's or Master's degree with a major in accounting.
• Master's in Taxation or LLM in Taxation a plus.
• Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research.
• Experience in tax provisions a plus.
• Ability to problem-solve and think both creatively and logically.
• Demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines.
• Outstanding leadership, mentoring and interpersonal skills fostering client and staff relationships.
• Excellent analytical, organizational, written and verbal communication skills.
• Ability to attract and develop profitable, sustainable client relationships.

Benefits and Perks:

• Health, Dental, Vision, Short and Long-Term Disability
• Flexible Time Off
• FSA & HSA
• Employee Assistant Programs
• 401(k) Matching
• Commuter Benefits
• Parental Leave
• Modernized Incentives and Equity Participation

KSDT is dedicated to ensuring equal opportunity in all aspects of employment, including hiring, promotion, compensation, and workplace culture.

KSDT is committed to fostering a diverse and inclusive workplace. We comply with all applicable federal, state, and local employment laws and do not discriminate based on race, color, religion, sex, national origin, age, disability, pregnancy, childbirth, genetic information, sexual orientation, gender identity, veteran status, or any other protected category under applicable law.

We provide reasonable accommodations for qualified individuals with disabilities, pregnancy-related conditions, and religious beliefs, unless doing so would impose an undue hardship.

This job description is intended to provide a general overview of the responsibilities and qualifications of the position. It is not an exhaustive list, and additional duties may be assigned as needed.

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

About Lucas Horsfall

Have you dreamt about a career in public accounting with work-life balance? Enjoying the diversity of clients and the challenging work public accounting offers with the added benefits of professional growth and opportunity for advancement? Have you experienced a culture that is fun and diverse offering an authentic family feel with people that truly care about you and your professional development? Lucas Horsfall is that CPA firm. Celebrating our 68th year anniversary in 2025, we attribute our exceptional growth and low turnover to our appreciation of our people and clients. This growth has provided a need for a Tax Director to help deliver personal and experienced service to our vast array of clients.

The Role

As a Tax Director in the Business Management group at Lucas Horsfall, you will oversee the Tax Department's operations, protocols, and team development. This role directs the preparation and review of complex federal and multi-state tax returns, with a strong emphasis on strategic planning and client advisory services. In addition to managing client engagements, the Tax Director establishes departmental standards, ensures compliance, and drives service excellence. They lead and mentor all tax staff, fostering growth through training, performance oversight, and technical guidance. The role also includes tax research, workflow supervision, resolution of tax notices, and direct communication with clients and tax authorities. This role will be achieved in a hybrid environment out of our Encino, CA or Pasadena, CA office locations. 

Key Responsibilities

• Provide high-level review of federal and multi-state income tax returns for individuals, corporations, flow-through entities, and Trusts; prepare and review quarterly estimates
• Work with clients and partners on tax planning and related tax issues
• Assume responsibility for client engagements and demonstrate strong leadership skills in monitoring assignments and planning staff workload; includes developing a system to monitor the completion of assignments in a timely and consistent manner
• Assist in management functions such as workflow supervision and planning, training, and mentoring of staff, and developing/improving processes and procedures
• Tax research and provide solutions on technical matters
• Respond to tax notices and interact with Federal, State and Local tax authorities
• Effectively communicate with clients and engagement team; ensure quality of work

Required Qualifications

• Bachelor's degree in accounting, finance, or related field
• Active licensed CPA
• 10+ years of relevant experience, including significant supervisory experience
• Proven technical ability and experience preparing and reviewing all types of tax returns
• 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

Preferred Qualifications

• Consultative/Advising Experience
• Proficiency in MS Office; 
• Knowledge of CCH Axcess Tax and BNA

What We Offer

As a firm, we offer great benefits, a competitive salary and tuition reimbursement for advanced education. Headquartered in Pasadena, CA with offices in Encino and Irvine, Lucas Horsfall is a growing CPA and consulting firm focused on tax, audit, and consulting needs. Explore the opportunities that await you today! Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Flexible PTO
• Excellent Voluntary Insurance Options
• 401(k) Matching
• Discretionary Bonus
• Commitment to Professional Development
• Meaningful work that makes a difference in our clients' lives

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility, credentials, and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at ajebson@ascendtogether.com.

The pay range for this role is $175,000 - $215,000+ per year. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education, and/or skill level.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

About Lucas Horsfall

Have you dreamt about a career in public accounting with work-life balance? Enjoying the diversity of clients and the challenging work public accounting offers with the added benefits of professional growth and opportunity for advancement? Have you experienced a culture that is fun and diverse offering an authentic family feel with people that truly care about you and your professional development? Lucas Horsfall is that CPA firm. Celebrating our 68th year anniversary in 2025, we attribute our exceptional growth and low turnover to our appreciation of our people and clients. This growth has provided a need for a Senior Bookkeeper to help deliver personal and experienced service to our vast array of clients.

The Role

As a key member of the tax team, a Senior Bookkeeper will handle monthly, quarterly, and/or annual client bookkeeping. The position will also assist in various other activities including preparing business returns, 1099s, and processing accounting transactions (AP, AR, credit card activity, employee expense reporting, etc.). This role will be achieved in a hybrid environment out of our Pasadena or Encino office locations. 

Key Responsibilities

• Monthly, quarterly or annual client bookkeeping.
• Analysis of general ledger accounts and reconciliation of bank accounts, with appropriate client communication and action to resolve outstanding issues and items.
• Processes accounting transactions including, but not limited to accounts payable, accounts receivable, credit card activity, employee expense reporting, etc.
• Play an integral part in year-end close by evaluating and preparing required journal entries to get clients’ books and records ready for income tax preparation.
• Prepare business returns including property tax, sales tax, payroll tax, power of attorney forms, start-up filings and any other tax forms as needed.
• Excel spreadsheet analysis for various projects and processes.
• Set-up and manage access to clients’ payroll through third party vendor and retrieve necessary reports to assist with income tax preparation.
• 1099 preparation in general, getting information from the clients, TIN matching 1099 recipients before 1099’s are prepared, preparing extensions as needed.
• Handle phone calls to clients or government agencies for information needed to complete bookkeeping/accounting per supervisor’s instructions. 
• Prepare and review fiduciary accounting, which can include court accounting, forensic accounting, trust accounting for disclosure of trust fund for beneficiaries, etc. 

Required Qualifications

• 5+ years of progressive public accounting or accounting services experience.
• Proficiency with QuickBooks and MS Office. QB ProAdvisor preferred.
• Strong client rapport and project management skills.

Preferred Qualifications

• 4-year degree in accounting or business is preferred.
• Ability to interact well with others in a team environment, as well as being able to work independently.
• Ability to multi-task and manage multiple projects simultaneously
• Must be very detail-oriented and able to reconcile assets and balance to monthly statements, as some trusts have a lot of holdings and transactions.  
• Software could include Thomson Reuters Fiduciary Accounting Software (FAS), QuickBooks, and Excel.

What We Offer

As a firm, we offer great benefits, a competitive salary and tuition reimbursement for advanced education. Headquartered in Pasadena, CA with offices in Encino and Irvine, Lucas Horsfall is a growing CPA and consulting firm focused on tax, audit, and consulting needs. Explore the opportunities that await you today! Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Flexible PTO
• Excellent Voluntary Insurance Options
• 401(k) Matching
• Discretionary Bonus
• Commitment to Professional Development
• Meaningful work that makes a difference in our clients' lives

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility, credentials, and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at ajebson@ascendtogether.com.

The pay range for this role is $35.00/hour - $45.00/hour. This role is non-exempt and eligible for overtime. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education, and/or skill level.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

This position would be employed directly by Saltmarsh, a partner firm with Ascend.   

Elevate your career at Saltmarsh!

Saltmarsh is seeking a reliable, dependable, organized, detail-oriented, and welcoming Receptionist to join our team. In this vital role, you will be the first point of contact for clients and visitors, while also providing essential administrative support across all practices to ensure the smooth operation of our office. Your professionalism, efficiency, and friendly demeanor will reflect Saltmarsh's commitment to excellence and legendary service.

At Saltmarsh, we take pride in delivering legendary service to our clients while investing in our relationships with both clients and colleagues. If you're passionate about excellence and looking to take your career to the next level, this role is for you.

What You’ll Do

As a Receptionist, you will:

Who You Are

The ideal candidate will have:

• 2+ years of experience in an administrative or receptionist role, preferably in a professional services setting
• Strong organizational and multitasking abilities with a keen attention to detail
• Excellent communication and interpersonal skills with the ability to interact professionally with clients and team members
• The ability to maintain confidentiality and handle sensitive information appropriately
• A positive attitude, adaptability, and a commitment to providing exceptional service
• Proficiency in Microsoft Office Suite 

What We Offer

Saltmarsh invests in their employees' growth, development, and work-life balance by offering: 

Location

This position is on-site, Monday through Friday, with our Pensacola office. The office's working hours are 8:00am-5:00pm CDT.  

Saltmarsh is not just a place to work; it's a place to thrive. Ready to grow your career and make an impact? Join us and discover the difference of being part of the Saltmarsh family.

Apply now and let’s build something amazing together!

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Olivia Riley, Sr. Recruiter at olivia.riley@ascendtogether.com. 

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Tax Associate

About KSDT  

KSDT has long been recognized as one of Forbes Best Accounting and Tax Firms in America and one of the South Florida Business Journal’s Best Places to Work. Now, with our exciting new partnership with Ascend, we’re stepping into the next phase of growth and opportunity. 

What hasn’t changed is our culture: the “secret sauce” that sets us apart. We foster a fun and creative environment, keep politics out, and make work-life balance a priority. We seek highly motivated individuals who want not only true career advancement, but also the chance to shape and grow alongside a firm that is scaling rapidly. Our partners and knowledgeable professionals remain accessible for hands-on learning, mentorship, and development. 

In September 2025, KSDT made the strategic decision to join Ascend! With Ascend’s partnership and shared resources, KSDT is well positioned for strong innovation and growth in the years to come. 

About Ascend 

At Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms - from rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number but a valued member of a community that champions both your professional and personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and robust resources.  

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential.  

For more information, visit www.ascendtogether.com. 

Locations: Miami, Florida OR Weston, Florida OR Boca Raton, Florida OR Remote OR Hybrid

Responsibilities 

• Provide consulting services and make recommendations to clients on innovative business tax planning and compliance services in a timely and effective manner.
• Review tax returns from associates and interns and make recommendations regarding accuracy and tax savings opportunities.
• Assist Manager in running client engagements from start to finish, including planning, executing, directing, and completing tax projects and managing to budget.
• Ensure complete client satisfaction through open communication, managing, meeting deadlines and proactively sharing tax saving strategies.
• Work closely with Partners, Senior Managers, Managers and Staff on client management, professional development and business development activities.
• Resolve minor issues directly with the IRS and other tax authorities.
• Assist with resolving more complex issues with IRS and other tax authorities.
• Participate in client meetings. May lead client meetings with smaller clients.
• Supervise, train, and mentor associates and interns on tax projects and assess performance of staff for engagement reviews.
• Attend professional development and continuing education sessions on a regular basis.
• Other related duties as assigned.

 Desired Qualifications

• Bachelor's or Master's degree with a major in accounting.
• Master's in Taxation or LLM in Taxation a plus.
• Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research.
• Experience in tax provisions a plus.
• Ability to problem-solve and think both creatively and logically.
• Demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines.
• Outstanding leadership, mentoring and interpersonal skills fostering client and staff relationships.
• Excellent analytical, organizational, written and verbal communication skills.
• Ability to attract and develop profitable, sustainable client relationships.

Benefits and Perks:

• Health, Dental, Vision, Short and Long-Term Disability
• Flexible Time Off
• FSA & HSA
• Employee Assistant Programs
• 401(k) Matching
• Commuter Benefits
• Parental Leave
• Modernized Incentives and Equity Participation

KSDT is dedicated to ensuring equal opportunity in all aspects of employment, including hiring, promotion, compensation, and workplace culture.

KSDT is committed to fostering a diverse and inclusive workplace. We comply with all applicable federal, state, and local employment laws and do not discriminate based on race, color, religion, sex, national origin, age, disability, pregnancy, childbirth, genetic information, sexual orientation, gender identity, veteran status, or any other protected category under applicable law.

We provide reasonable accommodations for qualified individuals with disabilities, pregnancy-related conditions, and religious beliefs, unless doing so would impose an undue hardship.

This job description is intended to provide a general overview of the responsibilities and qualifications of the position. It is not an exhaustive list, and additional duties may be assigned as needed.

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

About MHP

With over 100 employees, MHP is the largest regional CPA firm in Wyoming and a top 25 fastest growing firm in the US. We are headquartered in Cheyenne with offices in Jackson, WY and Fort Collins, CO.

As part of our MHP team, you'll have the unique opportunity to make your mark on the company and advance your career in the area you desire. Managers and Partners have an “open door policy”, which is rare in larger firms. We encourage employees to get involved in our community as well as with each other—we host several team building and employee events every year, including holiday parties, BBQs, cornhole tournaments, Friday Nights on the Plaza (a Cheyenne summer concert series), and more!

Who We Are

Be a part of something bigger. At MHP, we strive to not only be experts in our field, but also provide superior client service to our wide variety of clientele. We are a team—always willing to give a helping hand to our coworkers when we’re able and will bend over backwards for our clients. We pride ourselves on servant leadership and are leaders in our office and our community.

Who You Are

• You have a Bachelor’s degree in Accounting, Finance, or a similar field.
• You are a Certified Public Accountant (CPA).
• You 5-7+ years of experience in public accounting; preferred experience in complex tax with high-wealth clients and trusts.
• You are friendly and professional.
• You are highly organized and detail oriented.
• You are willing to embrace moments of pressure and tight deadlines during busy season(s).
• You take pride in your work.
• You consider “Client First” the heart of client service.
• You possess a willingness to learn and desire for personal growth.
• You maintain professionalism and results oriented—you enjoy working as a valued member of an overall team.
• You thrive being challenged and working with multiple types of complex clients and industries.
• You enjoy working in a business casual work environment and are open to working out of our Cheyenne, Jackson, or Fort Collins offices. Potential for hybrid or remote work arrangements.

The Role

This is a unique and exciting role. The Family Services manager will closely work with high-wealth clients, trusts, and be part of a fast-growing industry in the Accounting world. You will prepare and review tax returns for Individuals, Corporations, S-Corporations, Partnerships, Trusts, and Estates. Must be able to work independently as well as within a team. The ideal candidate must be able to work rapidly, accurately, and under pressure during tax season to meet tight deadlines.

The Family Services Manager must consistently maintain a professional demeanor and will have frequent and direct client interaction. This role necessitates critical thinking and meticulous attention to detail. The ideal candidate should be capable of delivering work in a swift, precise, and pressured environment to meet stringent deadlines. Establishing trust within the team and fostering positive relationships is a prerequisite.

The Duties:

• Prepare complete and accurate returns. Review others’ returns.
• Prepare documentation to support tax return calculations.
• Ability to mentor a team of Associates, Seniors, and Supervisors.
• Reviewing data input, identifying, and resolving technical issues.
• Work closely with partners and keep team informed on status.
• Increased level of client communication while working on their tax return, and potentially throughout multiple years.
• Understand federal, state, and local tax codes.
• Show what you know! You have the knowledge—now apply it to real life situations. Thinking outside of the box is encouraged as well.
• Share your ideas and opinions with your team.
• Attend professional development and training sessions on a regular basis and apply what you learn to your assigned tasks.

The Perks

Our compensation package includes a competitive base salary (commensurate with experience), retirement plan, health/dental/vision insurance, short-term and long-term disability options, EAP benefits, self-managed PTO, experience-based recognition, continuing education and more. We strongly believe in expanding our certifications and technical skills and have incentives for achieving designations/certificates that bring value to the firm.

For questions or inquiries about the role, please reach out to Alex Harvick, Senior Recruiter at aharvick@ascendtogether.com. 

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

About Lucas Horsfall

Have you dreamt about a career in public accounting with work-life balance? Enjoying the diversity of clients and the challenging work public accounting offers with the added benefits of professional growth and opportunity for advancement? Have you experienced a culture that is fun and diverse offering an authentic family feel with people that truly care about you and your professional development? Lucas Horsfall is that CPA firm. Celebrating our 68th year anniversary in 2025, we attribute our exceptional growth and low turnover to our appreciation of our people and clients. This growth has provided a need for a Business Management Analyst to help deliver personal and experienced service to our vast array of clients.

The Role

At Lucas Horsfall, a Business Management Analyst works closely with Partners and senior team members to support client financial reporting, forecasting, revenue modeling, and budgeting. This role plays a key part in delivering accurate, timely, and insightful financial information to support high-net-worth client decision-making. The role requires strong technical capability in data analysis and Excel, along with the ability to clearly interpret and communicate financial findings to both internal stakeholders and high-profile clients. The role will be achieved in a hybrid environment out of our Encino office location. 

Key Responsibilities

• Prepare weekly cash reports across multiple clients with accuracy and consistency
• Build and maintain monthly and quarterly budgets and forecasting models to assist our clients in their business decision making
• Support revenue modeling and financial projections to assist client decision-making
• Prepare quarterly investment summaries, including performance and return analysis
• Produce annual and quarterly financial statements for portfolio companies
• Develop and maintain Excel-based reporting templates to efficiently manage high-volume, multi-client reporting
• Run ad hoc financial analyses and modeling projects as needed
• Interpret financial data and translate findings into clear, narrative-style insights and recommendations
• Present analysis in a structured, storytelling format that supports forecasting and decision-making

Required Qualifications

• 2-4 years of experience in business management, public accounting, or financial services
• Experience with Datafaction / AgilLink preferred
• Strong understanding of accounting principles and financial reporting
• Advanced Excel skills required (pivot tables, formulas, data analysis, reporting automation, and queries)
• Experience building and maintaining financial models and reporting templates
• Strong analytical and critical thinking skills with ability to work independently
• Excellent written and verbal communication skills with ability to explain financial data clearly and confidently
• Comfortable working with high-profile clients and/or senior stakeholders
• Ability to manage multiple priorities in a fast-paced, high-volume environment

Preferred Qualifications

• Highly detail-oriented with strong technical accuracy
• Self-directed and able to operate with limited day-to-day oversight
• Strong communicator who can translate data into meaningful insights
• Comfortable owning reporting processes end-to-end across multiple clients
• Proactive in building structure, templates, and efficiency in workflows

What We Offer

As a firm, we offer great benefits, a competitive salary and tuition reimbursement for advanced education. Headquartered in Pasadena, CA with offices in Encino and Irvine, Lucas Horsfall is a growing CPA and consulting firm focused on tax, audit, and consulting needs. Explore the opportunities that await you today! Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Flexible PTO
• Excellent Voluntary Insurance Options
• 401(k) Matching
• Discretionary Bonus
• Commitment to Professional Development
• Meaningful work that makes a difference in our clients' lives

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility, credentials, and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at ajebson@ascendtogether.com.

The pay range for this role is $65,000 - $85,000. This role is non-exempt and eligible for overtime. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education, and/or skill level.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Walter Shuffain is seeking a skilled and motivated Tax Manager- Individual (HNW), Trust & Estate to lead and manage complex estate, trust, and high-net-worth individual tax engagements while supporting the continued growth of our Estates & Trusts practice. In this role, you will serve as a trusted advisor to high-net-worth individuals and families, providing comprehensive tax compliance and strategic planning services across fiduciary, estate, gift, and individual matters. Responsibilities include overseeing complex filings (including fiduciary, estate, and gift tax returns), advising on wealth preservation and transfer strategies, reviewing trust and estate structures, building long-term client relationships, mentoring staff, and contributing to practice development initiatives.

The ideal candidate brings strong technical expertise in estate, trust, and individual taxation, along with sound judgment, leadership ability, and excellent communication skills to deliver exceptional client service while driving team and firm success.

About Walter Shuffain: 

Established in 1994, WS Advisors is a Boston-based advisory and accounting firm dedicated to delivering thoughtful tax, financial, and business guidance that helps clients make confident, forward-looking decisions. We pride ourselves on a collaborative culture rooted in accountability, respect, responsiveness, and continuous learning, where diverse perspectives are welcomed and individual growth is encouraged.

Recognized for excellence, innovation, and a supportive work environment, WS Advisors has been named an IPA Top 200 Firm, an IPA Fastest Growing Firm, an IPA Best of the Best Firm, and one of Accounting Today’s Best Firms to Work For. We invest in our people and foster meaningful careers built on teamwork, integrity, and shared success.

About Ascend:

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

Essential Functions:

• Oversee multiple client engagements focused on high-net-worth individuals, trusts, and estates; provide technical planning and advisory on fiduciary, estate, and gift tax matters, including trust structures and family partnerships
• Develop and maintain excellent client relationships through superior customer service
• Serve as the primary client contact on all related matters and directly interact with client owners and senior team members
• Recognize and resolve potential or existing problems with appropriate research and consulting on tax services performed
• Consulting, working with, and servicing client base to make recommendations on business improvement and process improvement and serve as a business advisor to clients
• Thorough knowledge and exposure to issues which include but are not limited to mergers and acquisitions, entrepreneurship, funding requirements, growth objectives and exit strategies
• Assist in the development and execution of department’s various training programs
• Set and monitor budgets, assist with staff scheduling and workload assignments
• Prepare client billings timely and direct and assist with collection efforts
• Establish and conduct formal training seminars for staff members
• Think proactively and have involvement in practice development opportunities that cross sell to existing clients as well as new clients
• Participate in recruitment events, employee performance management, training support, and business development opportunities
• Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service to our complex clients

Education, Skills and Experience:

• BS or MS in Accounting or Tax
• 6 years of experience within a Public Accounting firm as a Tax Manager 
• Exposure to estate, trust, and high-net-worth individual tax engagements
• Ability to lead and manage a team of tax professionals
• Ability to meet challenging client requirements, provide excellent interpersonal, oral and written communication skills, analytical and research capabilities
• Strong knowledge of Tax laws and able to communicate to shareholders
• Ability to exercise independent judgment and make sound decisions and recommendations in client related matters pertaining to tax returns

The annual base salary range for this role is $145,000-175,000. This range includes the anticipated low and high end of Walter Shuffain’s salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.

Tax Manager – Real Estate

About Walter Shuffain: 

Established in 1994, WS Advisors is a Boston-based advisory and accounting firm dedicated to delivering thoughtful tax, financial, and business guidance that helps clients make confident, forward-looking decisions. We pride ourselves on a collaborative culture rooted in accountability, respect, responsiveness, and continuous learning, where diverse perspectives are welcomed and individual growth is encouraged.

Recognized for excellence, innovation, and a supportive work environment, WS Advisors has been named an IPA Top 200 Firm, an IPA Fastest Growing Firm, an IPA Best of the Best Firm, and one of Accounting Today’s Best Firms to Work For. We invest in our people and foster meaningful careers built on teamwork, integrity, and shared success.

About Ascend:

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

Role Summary

We are seeking an experienced Tax Manager with deep expertise in real estate to oversee tax compliance, planning, and advisory services for real estate clients, including partnerships, funds, and high-net-worth investors. This role requires a strong understanding of the real estate industry’s economic and operating structures, as well as the ability to interpret complex partnership agreements and apply advanced tax regulations. The ideal candidate will serve as a strategic advisor to clients on structuring, transactions, and ongoing tax matters specific to real estate investments and operations.

Essential Functions

• Manage multiple client engagements within the real estate sector, including partnerships, real estate funds, and closely held entities
• Serve as the primary point of contact for clients, including owners, investors, and senior stakeholders, providing proactive tax planning and advisory services
• Review and oversee preparation of complex partnership tax returns, ensuring accuracy in allocations, reporting, and compliance
• Interpret and apply partnership operating agreements, including capital account provisions, distribution waterfalls, income/loss allocations, and liability allocation provisions
• Advise clients on real estate-specific tax matters, including structuring acquisitions, dispositions, and financing transactions
• Apply technical expertise in key tax areas such as:
• IRC Sections 704(b), 704(c), and 752 allocations
• Section 163(j) business interest limitations
• Section 199A qualified business income deductions
• UBTI reporting considerations
• Oversee tax treatment of real estate transactions, including 1031 exchanges, disguised sales, and debt-financed distributions
• Analyze and apply depreciation methods, including MACRS and ADS, and advise on cost recovery strategies
• Provide guidance on partner basis, at-risk limitations, and Section 754 step-up elections and adjustments
• Advise on state and local tax considerations, including Pass-Through Entity Tax (PTET) regimes
• Identify and resolve complex tax issues through research, technical analysis, and consultation
• Act as a strategic business advisor to clients, providing insights on growth, structuring, and exit strategies within the real estate lifecycle
• Develop and mentor staff, manage project budgets and workflow, and contribute to training initiatives
• Participate in business development efforts, including expanding relationships within the real estate client base

Education, Skills, and Experience

• Bachelor’s or Master’s degree in Accounting, Tax, or a related field
• Minimum of 6 years of public accounting experience, with a strong focus on real estate clients
• Demonstrated expertise in real estate partnership taxation and underlying industry economic models
• Extensive experience reviewing partnership tax returns and interpreting complex operating agreements
• Strong technical knowledge of:
• IRC Sections 704(b), 704(c), 752, and 754
• 1031 exchanges, disguised sale rules, and partner basis/at-risk rules
• Section 163(j), Section 199A, and UBTI reporting
• MACRS and ADS depreciation methodologies
• Debt-financed distributions and interest tracing rules
• State Pass-Through Entity Tax (PTET) matters
• Proven ability to lead and manage teams while handling multiple client engagements
• Strong analytical, research, and problem-solving skills with attention to detail
• Excellent communication skills, with the ability to explain complex tax concepts to clients and stakeholders
• Ability to exercise independent judgment and provide strategic recommendations on client tax matters

The annual base salary range for this role is $145,000-175,000. This range includes the anticipated low and high end of Walter Shuffain’s salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

About Lucas Horsfall

Have you dreamt about a career in public accounting with work-life balance? Enjoying the diversity of clients and the challenging work public accounting offers with the added benefits of professional growth and opportunity for advancement? Have you experienced a culture that is fun and diverse offering an authentic family feel with people that truly care about you and your professional development? Lucas Horsfall is that CPA firm. Celebrating our 68th year anniversary in 2025, we attribute our exceptional growth and low turnover to our appreciation of our people and clients. This growth has provided a need for a Fund Accounting Manager to help deliver personal and experienced service to our vast array of clients.

The Role

At Lucas Horsfall, a Fund Accounting Manager oversees the accounting, financial reporting, and operational activities for real estate and private equity funds. This role is responsible for managing both U.S. GAAP and tax-basis financial reporting, ensuring accurate investor allocations, and maintaining compliance with partnership agreements and regulatory requirements. The position plays a key role across the full fund lifecycle, from capital activity to audit and tax reporting. This position will be achieved in a hybrid environment out of our Encino or Pasadena office locations.

Key Responsibilities

• Manage day-to-day fund accounting operations, including general ledger activity, journal entries, and reconciliations
• Oversee monthly and quarterly closes, including preparation and review of NAV calculations
• Review U.S. GAAP and tax-basis financial statements, ensuring accuracy and consistency between reporting frameworks
• Prepare and/or review capital calls, distributions, and investor allocations in accordance with Limited Partnership Agreements (LPAs)
• Maintain and review partner capital accounts, including allocations of income, expenses, and carried interest/waterfalls
• Coordinate accounting for investment activity, including acquisitions, dispositions, financing, and equity transactions
• Manage entity structures, including consolidations across funds, SPVs, and holding companies
• Partner with external auditors and tax advisors to support annual audits and tax reporting (e.g., K-1 preparation)
• Maintain and enhance internal controls, policies, and accounting procedures
• Lead, mentor, and review work of fund accounting staff

Required Qualifications

• Bachelor’s degree in Accounting or Finance
• Licensed and active CPA
• 5–10+ years of experience in real estate, private equity, or alternative investment fund accounting
• Strong knowledge of partnership accounting, including capital accounts and allocations
• Experience preparing or reviewing both GAAP and tax-basis financials
• Familiarity with book-to-tax differences and ability to work and coordinate with tax teams
• Experience with fund structures (LPs, LLCs, SPVs, blocker entities)
• Demonstrated leadership and team management experience

Preferred Qualifications

• Background in both real estate and private equity funds
• Experience with complex waterfalls and carried interest structures
• Experience with investor subsequent closes and concept of catch-up interest
• Exposure to property-level accounting or development projects
• Experience working with third-party sponsors of joint venture investments

What We Offer

As a firm, we offer great benefits, a competitive salary and tuition reimbursement for advanced education. Headquartered in Pasadena, CA with offices in Encino and Irvine, Lucas Horsfall is a growing CPA and consulting firm focused on tax, audit, and consulting needs. Explore the opportunities that await you today! Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Flexible PTO
• Excellent Voluntary Insurance Options
• 401(k) Matching
• Discretionary Bonus
• Commitment to Professional Development
• Meaningful work that makes a difference in our clients' lives

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility, credentials, and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at ajebson@ascendtogether.com.

The pay range for this role is $110,000 - $145,000 per year. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education, and/or skill level.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Tax and Audit Internship with GMP

GMP's paid internship program is a genuine introduction to the world of public accounting — not a coffee-and-copies experience. Designed around your schedule, this is a 20–25 hour per week paid opportunity at a rate comparable to our entry-level staff positions. You'll work alongside every level of the firm, from staff to partners, gaining a firsthand look at how a high-performing accounting firm serves its clients as trusted advisors.

A dedicated Team Leader will be in your corner from day one — helping you build a strong practical foundation, bridging the gap between classroom and career, and supporting you as you explore where you want to go. Whether you stay with the GMP family long-term or take what you've learned somewhere new, you'll leave with the training and real-world knowledge to pave your own path.

About GMP - Our History

The GMP story began in 1982 when a group of seven professionals set out to create a better public accounting firm. Their goal was to serve clients by acting as trusted advocates for their businesses, their families, and their employees. They were equally committed to building a workplace culture free from micromanagement — one where professionals could come to work, flourish both creatively and professionally, and maintain balance while leading fulfilling lives.

Our Vision

To be the firm of choice in our market by consistently exceeding client expectations.

Our Mission

“Today, I will succeed by providing quality service to help our clients reach their goals, solve their problems, and seize their opportunities.”

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

Key Responsibilities

• Assist in the preparation of individual and business income tax returns, including direct interaction with client personnel
• Make adjusting entries and complete trial balances in support of tax return preparation
• Support the preparation of payroll returns and related forms
• Assist with general ledger work and financial statement preparation
• Contribute to special projects — including tax projections, consulting engagements, and tech-forward initiatives
• Work with the firm’s technology stack, including AI-powered tools, to perform work efficiently and accurately
• Conduct research projects that sharpen technical thinking
• Participate in staff meetings to gain knowledge and share experiences
• Support administrative staff with tasks as needed by the firm

Qualifications & Requirements

• Currently pursuing a degree in Accounting, Finance, or a related field (some coursework in accounting required)
• Communicates clearly with genuine motivation and curiosity
• Comfortable learning new technology — including AI tools — and applying it with confidence
• Proficient in Microsoft Office, especially Excel
• Interest or curiosity in AI.
• Takes accountability for their work and thrives in a team environment
• Genuinely interested in what’s happening in the business world, not just the classroom

Physical Requirements: This role is performed in a climate-controlled office environment. Regularly requires sitting, use of computers and keyboards, and visual ability to review documents and screens. Occasional standing, walking, and lifting up to 25 lbs. may be required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this role.

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

Elevate your career at Saltmarsh!

Saltmarsh is looking for an experience Tax Director to their growing Orlando office. As a Tax leader at Saltmarsh, you will lead and manage all phases of business (1120, 1120S, 1065) and individual client tax advisory and compliance engagements. You will manage clients independently and carry out your outstanding project management, analytical, interpersonal, and communication skills. You will perform technical reviews of business and individual returns, participate in training and supervision of staff, conduct tax research, and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment. 

At Saltmarsh, we take pride in delivering legendary service to our clients while investing in our relationships with both clients and colleagues. If you're passionate about excellence and looking to take your career to the next level, this role is for you.

What You’ll Do

As a Tax Director, you will: 

• Perform initial and/or final review of manager, tax senior, tax staff and intern work products.
• Act as primary client point of contact for the firm.
• Identify opportunities for value added services for clients by staying abreast of their business needs.
• 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.

Who You Are

The ideal candidate will have:

• Bachelor's degree in accounting, finance, or related field
• CPA
• 5-10 years of tax prep & review experience
• 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
• Strong background in individual taxation
• Consultative/Advising Experience
• Proficiency in:
  • CCH Axcess Tax
  • Microsoft Office Suite 

What We Offer

Saltmarsh invests in their employees' growth, development, and work-life balance by offering: 

Location

This position will be a hybrid role located at our Orlando office. Local candidates preferred. 

Saltmarsh is not just a place to work; it's a place to thrive. Ready to grow your career and make an impact? Join us and discover the difference of being part of the Saltmarsh family.

Apply now and let’s build something amazing together!

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Olivia Riley, Sr. Recruiter at olivia.riley@ascendtogether.com. 

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

About Lucas Horsfall

Have you dreamt about a career in public accounting with work-life balance? Enjoying the diversity of clients and the challenging work public accounting offers with the added benefits of professional growth and opportunity for advancement? Have you experienced a culture that is fun and diverse offering an authentic family feel with people that truly care about you and your professional development? Lucas Horsfall is that CPA firm. Celebrating our 68th year anniversary in 2025, we attribute our exceptional growth and low turnover to our appreciation of our people and clients. This growth has provided a need for a Sr. Fund Accountant to help deliver personal and experienced service to our vast array of clients.

The Role

At Lucas Horsfall, a Senior Fund Accountant is responsible for managing financial records, preparing quarter-end financial statements and workpapers, and reviewing reconciliations. This position will provide guidance to junior accounting staff and will be achieved in a hybrid environment out of our Encino or Pasadena office locations.

Key Responsibilities

• Prepare financial statements, which includes updating portfolio investment schedules, partner equity allocations and analyzing complex investment transactions.
• Assist with the internal portfolio review process, analyzing and tracking partnership and portfolio company financial performance.
• Monitor compliance with complex partnership agreements.
• Electronically distribute financials, K1s, capital call and distribution notices to Limited Partners.
• Prioritize and manage multiple projects and deadlines.
• Train, supervise, and develop staff on engagements.
• Communicate effectively and serve as liaison among managers, clients, and staff.

Required Qualifications

• 3+ years of accounting experience.
• Strong knowledge of accounting principles.
• BA/BS degree in accounting or business from an accredited university.
• Proficiency in using accounting software and MS Office, especially Excel.
• Excellent oral and written communication skills.

Preferred Qualifications

• Licensed and currently active CPA or working towards CPA designation.
• Real estate fund accounting experience preferred.
• Knowledge of various investment accounting concepts.
• Excellent analytical and problem-solving skills.
• Experience in workpaper preparation and reconciliations.

What We Offer

As a firm, we offer great benefits, a competitive salary and tuition reimbursement for advanced education. Headquartered in Pasadena, CA with offices in Encino and Irvine, Lucas Horsfall is a growing CPA and consulting firm focused on tax, audit, and consulting needs. Explore the opportunities that await you today! Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Flexible PTO
• Excellent Voluntary Insurance Options
• 401(k) Matching
• Discretionary Bonus
• Commitment to Professional Development
• Meaningful work that makes a difference in our clients' lives

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility, credentials, and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at ajebson@ascendtogether.com.

The pay range for this role is $75,000 - $90,000 per year. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education, and/or skill level.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

About Tronconi Segarra & Associates

We are a top 3 accounting and advisory firm in Western New York with nearly 140 partners and associates, including 70 CPAs serving clients across the U.S., Canada, Europe, and South & Central America. We serve all industries and have deep expertise in small business, manufacturing, education, e-commerce, aerospace & defense, construction, insurance, professional services, private equity, non-profits, and government entities. Our key services include Tax Advisory services, M&A/Transaction Advisory services, State & Local Tax services, Client Accounting & Advisory Services (CAAS), Audit & Attestation Advisory services. We have many additional services that we specialize in. We strategically partnered with Ascend, an accounting firm platform, in 2025 to expand our footprint and enhance our capabilities and service offerings to our clients.

The Opportunity

As an International Tax Manager at Tronconi Segarra & Associates (TSA), you will lead and expand the Firm’s international tax capabilities. You will serve as the primary resource for inbound international tax matters, advising closely held businesses and their owners on complex cross-border structures, foreign reporting obligations, and global tax planning strategies. This role is ideal for a technical leader who combines deep international tax knowledge with a commitment to client service and team development.

The Firm’s international tax practice is positioned for growth, supported by increasing client demand for cross-border advisory services and TSA’s strategic partnership with Ascend. You will play a central role in building out this capability, working alongside Tax leadership to develop processes, mentor staff, and deliver high-quality international tax services across the client base.

How You’ll Help Us Build a Confident Future:

International Tax Compliance & Reporting

• Lead the preparation, review, and delivery of all international tax compliance filings, including Forms 5471, 8865, 8858, 8992 (GILTI), 8993 (FDII), and related schedules.
• Ensure accurate and timely reporting for Controlled Foreign Corporations (CFCs), Passive Foreign Investment Companies (PFICs), and other foreign entities and subsidiaries.
• Manage Subpart F income analysis, GILTI computations, foreign tax credit calculations, and treaty-based reporting positions.
• Oversee compliance with FATCA, FBAR, and other international information reporting requirements.
• Review and coordinate international components of business entity returns (partnerships, S-corps, C-corps) with strong attention to inbound transaction reporting.

International Tax Advisory & Planning

• Advise clients on inbound investment structures, entity selection, and treaty planning for foreign-owned U.S. businesses.
• Provide guidance on cross-border M&A transactions, corporate restructurings, and post-acquisition integration from an international tax perspective.
• Develop tax-efficient structures for clients with foreign operations, subsidiaries, and joint ventures.
• Analyze and communicate the impact of international tax reform, including GILTI, BEAT, and FDII provisions, on client positions.
• Identify planning opportunities related to transfer pricing, foreign tax credits, and income repatriation strategies.

Client Engagement & Relationship Management

• Serve as a trusted advisor to clients on all international tax matters, building long-term relationships grounded in responsiveness and technical depth.
• Lead client meetings, present findings, and translate complex international tax concepts into clear, actionable guidance.
• Manage a portfolio of international tax engagements, ensuring scope, timeline, and budget expectations are met.
• Coordinate with domestic tax teams to deliver integrated, whole-picture tax advice across practice areas.
• Proactively identify additional service opportunities within the existing client base and communicate them to the appropriate team members.

Team Leadership & Development

• Mentor and develop staff, seniors, and supervising seniors on international tax technical skills and professional growth.
• Build internal training programs and reference materials to strengthen the Firm’s international tax knowledge base.
• Contribute to the hiring and onboarding process for international tax team members as the practice grows.
• Foster a collaborative, high-quality work environment consistent with the Firm’s Professional Excellence Model.
• Lead or contribute to Firm-wide training sessions, CPE events, and thought leadership in international tax.

Business Development & Market Presence

• Support the Firm’s business development efforts by participating in proposals, prospect meetings, and networking within the international tax community.
• Build a visible professional presence through industry involvement, writing, speaking, and professional association participation.
• Collaborate with Tax leadership and other Practice Areas to identify and pursue cross-selling opportunities for international tax services.
• Contribute to the Firm’s go-to-market positioning as a regional leader in international tax advisory for middle-market businesses.

What You Need to Succeed (Required Qualifications):

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA license required; EA, JD, or LLM in Taxation a plus.
• 7+ years of progressive experience in international tax, preferably in public accounting serving closely held and middle-market businesses.
• Strong inbound international tax experience with business entity returns (partnerships, S-corps, C-corps).
• Deep working knowledge of GILTI, Subpart F, foreign tax credits, and foreign reporting requirements for CFCs and other foreign subsidiaries.
• Experience with Forms 5471, 8865, 8858, 8992, 8993, FBAR, and FATCA compliance.
• Demonstrated ability to manage multiple engagements, meet deadlines, and deliver high-quality work product.

What Will Give You an Edge (Additional Skills):

• Experience in cross-border M&A, corporate restructuring, and post-acquisition international tax integration.
• Familiarity with transfer pricing concepts and documentation requirements.
• Experience with international tax provisions under ASC 740.
• Working knowledge of tax treaty networks and their application to inbound and outbound structures.
• Established professional network in the international tax community.
• Experience building or scaling an international tax practice within a regional or mid-size firm.

Success Measures

• Technical Quality: International tax filings and advisory deliverables consistently meet Firm quality standards with minimal review points.
• Client Satisfaction: Positive feedback from clients on responsiveness, clarity, and depth of international tax guidance.
• Practice Growth: Measurable expansion of the international tax client base and service revenue, aligned with Firm targets.
• Team Development: Staff assigned to international tax engagements demonstrate visible growth in technical capability and confidence.
• Cross-Selling: Identification and referral of additional service opportunities from within the international tax client portfolio.

The annual base salary range for this role is $110,000-170,000. This range includes the anticipated low and high end of TSA’s salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

About Lucas Horsfall

Have you dreamt about a career in public accounting with work-life balance? Enjoying the diversity of clients and the challenging work public accounting offers with the added benefits of professional growth and opportunity for advancement? Have you experienced a culture that is fun and diverse offering an authentic family feel with people that truly care about you and your professional development? Lucas Horsfall is that CPA firm. Celebrating our 68th year anniversary in 2025, we attribute our exceptional growth and low turnover to our appreciation of our people and clients. This growth has provided a need for a Tax Senior to help deliver personal and experienced service to our vast array of clients.

The Role

As a Tax Senior at Lucas Horsfall, you will prepare estate and trust tax returns. You will carry out your outstanding project management, analytical, interpersonal, and communication skills. You will participate in training and supervision of staff, conduct tax research, and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment. 

Key Responsibilities

• Prepares estate and trust tax returns by collecting, analyzing, and formatting financial information.
• Complies with federal, state, and local requirements by studying regulations; enforcing adherence to requirements; advising management on needed actions; communicating with attorneys, tax specialists and company transfer agent to ensure timely tax reporting requirements.
• Maintains professional and technical knowledge by attending educational workshops or classes, reviewing professional publications, establishing personal networks, and participating in professional societies.
• Contributes to team effort by accomplishing related results as needed, including special projects.
• Train and develop staff.
• Prioritize and manage multiple projects and deadlines.
• Communicate effectively with all levels of the firm as well as clients.

Required Qualifications

• Bachelor's degree in accounting, finance, or related field
• 3+ years of experience preparing and/or reviewing forms 706, 709, and/or 1041
• Must be working towards becoming a licensed Certified Public Accountant
• Minimum of two years of accounting experience with individual and partnership tax returns.
• 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

Preferred Qualifications

• Consultative/Advising Experience within Public Accounting
• Knowledge of CCH Axcess Tax and Lacerte

What We Offer

As a firm, we offer great benefits, a competitive salary and tuition reimbursement for advanced education. Headquartered in Pasadena, CA with offices in Encino and Irvine, Lucas Horsfall is a growing CPA and consulting firm focused on tax, audit, and consulting needs. Explore the opportunities that await you today! Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Flexible PTO
• Excellent Voluntary Insurance Options
• 401(k) Matching
• Discretionary Bonus
• Commitment to Professional Development
• Meaningful work that makes a difference in our clients' lives

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility, credentials, and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at ajebson@ascendtogether.com.

The pay range for this role is $80,000 - $110,000 per year. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education, and/or skill level.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

About Ascend

Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing the resources of a large CPA firm to help them grow. Ascend provides access to growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives so that firms can surmount today’s industry challenges and reach their full potential. Founded in January 2023, the company attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation. For more information, visit ascendtogether.com.

About LMC

LMC was founded in 2010 on the principle of delivering out-of-the-box, trusted, expert guidance. Great clients is one aspect, but it is our even greater staff that sets us apart. For us, it’s about creating a positive work environment that offers flexibility and growth.

LMC seeks a Senior Analyst in our Family Office Division. The individual will drive excellence and accuracy to support the company in achieving its growth ambitions.

LMC Advisors is an integrated and comprehensive financial and tax advisory company, primarily focused on servicing entrepreneurial business and their owners. We pride ourselves on providing white glove service to our clients and supporting them in achieving their dreams. We have BIG dreams and are looking for a team player and leader to drive this critical function.

What You’ll Do:

• Support senior team members in executing client engagements and delivering white-glove service
• Maintain and reconcile QuickBooks files across multiple client entities
• Assist with preparation of financial reports, including P&Ls, cash flow statements, and ad hoc analysis
• Track and process investment activity and capital calls
• Help maintain up-to-date records on banking, entity ownership, and vendor relationships
• Coordinate with other service providers (e.g., tax, legal, insurance)
• Support internal process improvements and documentation
• Handle administrative and operational tasks to keep client matters running smoothly

Qualifications:

• Bachelor’s Degree in Accounting, Finance, Business, or a related field (or in-progress/near completion)
• 1–3 years of experience in an accounting or finance support role preferred
• Proficiency in QuickBooks (Online and/or Desktop) is required
• Strong organizational skills with attention to detail
• Ability to manage multiple priorities and meet deadlines
• Comfortable working with Excel and Google Workspace
• Eager to learn and grow in a family office setting

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements.

Working at LMC provides unlimited growth potential along with a competitive compensation and benefits package. We also offer flexible hours & remote or hybrid options to accommodate a work-life balance.

The annual base salary range for this role is $90,000-130,000. This range includes the anticipated low and high end of LMC’s salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

Elevate your career at Saltmarsh!

Saltmarsh is looking for a dynamic and experienced Senior Tax Manager to join our team! This is your opportunity to grow with a firm that values personal and professional development, supports career advancement, and fosters a collaborative, people-first culture.

At Saltmarsh, we take pride in delivering legendary service to our clients while investing in our relationships with both clients and colleagues. If you're passionate about excellence and looking to take your career to the next level, this role is for you.

What You’ll Do

As a Senior Tax Manager, you will:

• Advise clients on tax strategies to achieve their business objectives while minimizing costs
• Prepare and review complex federal, state, and local tax returns for individuals, partnerships, and corporations across diverse industries
• Serve as the primary client contact for complex tax matters, offering solutions and identifying potential risks or policy changes
• Lead and mentor managers and staff, providing guidance, performance feedback, and career development support
• Manage engagements by ensuring quality, meeting deadlines, and effectively collaborating with team members
• Build lasting relationships with clients and expand your network through active involvement in industry, civic, and social organizations
• Stay ahead of tax regulations and bring innovative, practical solutions to client challenges

Who You Are

We’re looking for a leader with:

• Bachelor’s degree in accounting (Master’s preferred)
• CPA strongly preferred (EA accepted if CPA is not held)
• 5+ years of public accounting tax experience specifically within the commercial construction industry (supervisory experience strongly preferred)
• Experience with project management
• Excellent analytical, interpersonal, oral, and written communication skills
• A proven track record of mentoring, teamwork, and delivering exceptional client service
• Proficiency in 
  • CCH Engagement
  • CCH Axcess
  • QuickBooks (or similar software)
  • Microsoft Office 

What We Offer

Saltmarsh invests in their employees' growth, development, and work-life balance by offering: 

• Firm-paid CPE
• Leadership opportunities
• Sabbatical program
• Unlimited PTO
• 12 firm-paid holidays
• Flexible remote work options
• Major medical, dental, and vision insurance
• Employer-paid life insurance
• Long-term disability coverage
• 401(k) with profit sharing
• Equity program for Senior Managers+ and top performing Managers

Location

Saltmarsh offers the flexibility of a hybrid work environment with offices in Pensacola, Tampa, and Orlando. 

Saltmarsh is not just a place to work; it's a place to thrive. Ready to grow your career and make an impact? Join us and discover the difference of being part of the Saltmarsh family.

Apply now and let’s build something amazing together!

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Olivia Riley, Sr. Recruiter at olivia.riley@ascendtogether.com. 

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

About Ascend

At Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms—from rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number but a valued member of a community that champions both your professional and personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and robust resources. 

We partner with regional, entrepreneurial firms and provide them with the resources and support necessary to thrive in today's dynamic market. This includes access to growth capital, robust talent acquisition, top-tier technology, transformative leadership, shared back-office services, & more. Founded in January 2023, Ascend attained revenues to sufficiently qualify as a Top 100 U.S. accounting firm within six months of operation. Explore Ascend, where your career soars without sacrificing your quality of life.

About MHP

Big firm expertise with small firm customer service. With over 75 employees, MHP is the largest regional CPA firm in Wyoming. However, since our start in the early 1930s, MHP has been dedicated to personalized customer service to both our employees and clients. MHP is deeply rooted in the Cheyenne community, both figuratively and literally—not only have we been around for over 90 years, but our office is also located in the heart of downtown Cheyenne within walking distance of good food, coffee, and breweries.

Tradition meets modernization. While the wild west may come to mind when you think of Wyoming, and that is a part of our history we hold dear, don’t think we’ve been left in the proverbial dust. Our city is home to topnotch restaurants, breweries, shopping, art galleries, and theater. Where you might see History and Today collide best may be Cheyenne Frontier Days, the largest and oldest rodeo in the world. Hundreds of thousands of people from all over come to Cheyenne to see the concerts, special events, and rodeo each year. If the outdoors are more your scene, Wyoming is not lacking there either. We have some of the best camping, skiing, fishing, hunting, climbing, and biking in the country.

You’re more than a number. As part of our MHP team, you'll have the unique opportunity to make your mark on the company and advance your career in the area you desire. Managers and Partners have an “open door policy”, which is practically unheard of in larger firms. We encourage employees to get involved in our community as well as with each other—we host several team building and employee events every year, including holiday parties, BBQs, cornhole tournaments, Friday Nights on the Plaza (a Cheyenne summer concert series), and more!

Be a part of something bigger. At MHP, we strive to not only be experts in our field but also provide superior client service to our wide variety of clientele. We are a team—always willing to give a helping hand to our coworkers when we’re able and will bend over backwards for our clients. We pride ourselves on servant leadership—we are leaders in our office and our community.

Who You Are

• You are a friendly office professional with 3+ years of related experience (experience in a tax office is a plus).
• You are highly organized and detail-oriented.
• You take pride in your work.
• You consider “follow through” the heart of client service.
• You enjoy working as a part of a team with your assigned Partner and coworkers.
• You get excited when opportunities arise to learn new skills and technologies.

The Role

The Administrative Assistant will work hand in hand with their assigned Partners. This includes answering phone calls, managing calendars and events, drafting and proof-reading letters and documents, and providing other duties assigned by partners and managers. The Administrative Assistant will also have daily client interaction and will need to provide high quality client service.

Your Education & Experience

To best succeed in this role, the candidate should have 3+ years of administrative experience in a professional office environment. Some tax knowledge would be helpful but not required. We are willing to train a candidate who is eager to learn.

The Duties:

• Answer phone calls and assist clients for assigned Partners.
• Manage calendar for assigned Partners.
• Maintain meeting arrangements for assigned Partners (agenda development, preparation of meeting materials, room set up, meeting minutes etc.).
• Maintain incoming and outgoing mail for assigned Partners.
• Draft, edit, and proofread correspondence for assigned Partners or staff.
• Track and manage flow of files, materials and mailings related to client tax returns and other documents.

Your Knowledge, Skills, & Abilities

• You can easily anticipate the needs of clients and Partners.
• You are a Problem Solver who is fulfilled by finding solutions.
• You are tech savvy – a Microsoft Office Suite, Adobe product (e.g., Reader, Professional), and database management system wiz.
• You naturally keep your cool in stressful situations.
• You work well under pressure with time deadlines and would rather be busy than not!
• You have excellent verbal and written communication skills.
• You thrive in an environment where you work with others on a team or on various projects that require collaboration.

The Perks

Our compensation package includes a competitive base salary (commensurate with experience), retirement plan, health/dental/vision insurance, self-managed PTO and continuing education. We strongly believe in expanding our certifications and technical skills and have incentives for achieving designations/certificates that bring value to the firm.

Physical & Mental Demands 

Prolonged Sitting:

• Long hours at a desk or computer can cause strain on the back, neck, and eyes.

Typing & Data Entry:

• Repetitive hand/wrist movements can lead to strain or repetitive stress injuries like carpal tunnel syndrome.

Lifting/Carrying Items:

• Occasionally lifting office supplies, files, or boxes (usually under 25 lbs).

Using Office Equipment:

• Regular use of computers, phones, copiers, and printers.

Mobility Around Office:

• Walking to meetings, filing rooms, or different departments.

For questions or inquiries about the role, please reach out to Alex Harvick, Senior Recruiter at aharvick@ascendtogether.com. 

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

About MHP

Big firm expertise with small firm customer service. With over 75 employees, MHP is the largest regional CPA firm in Wyoming. However, since our start in the early 1930s, MHP has been dedicated to personalized customer service to both our employees and clients. MHP is deeply rooted in the Cheyenne community, both figuratively and literally—not only have we been around for over 90 years, but our office is also located in the heart of downtown Cheyenne within walking distance of good food, coffee, and breweries.

Tradition meets modernization. While the wild west may come to mind when you think of Wyoming, and that is a part of our history we hold dear, don’t think we’ve been left in the proverbial dust. Our city is home to topnotch restaurants, breweries, shopping, art galleries, and theater. Where you might see History and Today collide best may be Cheyenne Frontier Days, the largest and oldest rodeo in the world. Hundreds of thousands of people from all over come to Cheyenne to see the concerts, special events, and rodeo each year. If the outdoors are more your scene, Wyoming is not lacking there either. We have some of the best camping, skiing, fishing, hunting, climbing, and biking in the country.

You’re more than a number. As part of our MHP team, you'll have the unique opportunity to make your mark on the company and advance your career in the area you desire. Managers and Partners have an “open door policy”, which is practically unheard of in larger firms. We encourage employees to get involved in our community as well as with each other—we host several team building and employee events every year, including holiday parties, BBQs, cornhole tournaments, Friday Nights on the Plaza (a Cheyenne summer concert series), and more!

Be a part of something bigger. At MHP, we strive to not only be experts in our field, but also provide superior client service to our wide variety of clientele. We are a team—always willing to give a helping hand to our coworkers when we’re able and will bend over backwards for our clients. We pride ourselves on servant leadership—we are leaders in our office and our community.

Who You Are

• You have a Bachelor’s degree in Accounting with 150 credit hours or a Master’s degree.
• You have at least 2 years of public accounting experience.
• You are friendly and a team player.
• You are highly organized and detail oriented.
• You don’t blink twice at working under pressure with deadlines.
• You take pride in your work.
• You consider “follow through” the heart of client service.
• Willingness to learn and desire for personal growth.
• Professionalism- clock-punchers need not apply; we do what it takes to get the job done.
• You enjoy a challenge and working with multiple types of clients and industries.

The Role

The Audit Senior will play a critical role in engagement teams performing attestation engagements for clients in a wide variety of industries and of all sizes. Depending on the size and complexity of the engagement, Audit Seniors may lead the engagement team or function in a team led by an Audit Supervisor or Manager. Our attestation and assurance services strive to go beyond just a compliance function. We believe in strong client relationships and serve as a business advisor throughout the year. In this role, you must be comfortable working independently and collaborating on a team. The Audit Senior must be ready to be client facing at any time. This position involves critical thinking and attention to detail, with the ability to meet deadlines.

The Duties:

• Ability to balance multiple projects simultaneously while showing a strong level of ownership.
• Build and nurture relationships with clients on a level beyond just answering technical questions.
• Review associates’ work and provide constructive review points.
• Show what you know! You have the knowledge—now apply it to real life situations. Thinking outside of the box is encouraged.
• Support an innovative and team-oriented work environment.
• Attend professional development and training sessions on a regular basis and apply what you learn to your assigned tasks.

The Perks

Our compensation package includes a competitive base salary (commensurate with experience), retirement plan, health/dental/vision insurance, self-managed PTO and continuing education. We strongly believe in expanding our certifications and technical skills and have incentives for achieving designations/certificates that bring value to the firm.

For questions or inquiries about the role, please reach out to Alex Harvick, Senior Recruiter at aharvick@ascendtogether.com. 

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Senior Tax Manager 

KSDT has long been recognized as one of Forbes Best Accounting and Tax Firms in America and one of the South Florida Business Journal’s Best Places to Work. Now, with our exciting new partnership with Ascend, we’re stepping into the next phase of growth and opportunity.

What hasn’t changed is our culture: the “secret sauce” that sets us apart. We foster a fun and creative environment, keep the politics out, and make work-life balance a priority. We seek highly motivated individuals who want not only true career advancement, but also the chance to shape and grow alongside a firm that is scaling rapidly. Our partners and knowledgeable professionals remain accessible for hands-on learning, mentorship, and development.

If you want to join an accounting firm with "out of the box" thinking, and one that’s now positioned for even greater reach with Ascend, apply here!

Location:

• Boca Raton, Florida

Responsibilities:

• Partner with clients to provide innovative tax services, including planning, research, compliance, and general mergers and acquisitions activities.
• Fully manage client relationships as a go-to person for clients.
• Manage and drive the success of multiple engagements in corporate, individual and partnership taxation.
• Provide proper representation with taxing authorities for clients under federal or state examination.
• Possess strong writing skills for responding to problem resolutions for tax notices.
• Work closely with Partners, Managers and staff on client management, professional development and business development activities.
• Manage team's activities, charge-ability, and budgets.
• Maintain accountability for outstanding accounts receivable and take an active role in collections process.
• Develop team's technical and industry skills and mentor career growth.
• Be involved in practice development efforts of the firm.
• Assist partners with preparation of engagement budgets, client billing and staff performance reviews.
• Review staff work product and ensure firm processes and quality control procedures are being executed.
• Identify and pursue outside business contacts through social, charitable, and business organizations. Become an active participant in these networking channels.
• Pursue professional development through public speaking opportunities, seminar delivery, and through the writing of articles.
• Prepare proposals and presentations; present complex subjects confidently.
• Engage with team as a subject matter expert on complex tax issues.

Desired Qualifications:

• Bachelor's or Master's degree with a major in accounting
• Masters in Taxation or LLM in Taxation a plus
• CPA license 
• Minimum of 5 years of managerial experience in public accounting
• Experience at a public accounting firm, with a substantial dedication of time to providing corporate and individual tax compliance and consulting services
• Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research
• Strong leadership, mentoring, and interpersonal skills fostering productive client and staff relationships
• Excellent analytical, organizational, written, and verbal communication skills
• Proven ability to attract and develop profitable, sustainable client relationships
• Ability to multi-task and manage conflicting priorities in a fast-paced environment 
• Strong technology skills, including Microsoft Office Suite
• Strong attention to detail and organizational skills

Benefits and Perks:

• Health, Dental, Vision, Short and Long-Term Disability
• Flexible Time Off
• FSA & HSA
• Employee Assistant Programs
• 401(k) Matching
• Commuter Benefits
• Parental Leave
• Modernized Incentives and Equity Participation

KSDT is dedicated to ensuring equal opportunity in all aspects of employment, including hiring, promotion, compensation, and workplace culture.

KSDT is committed to fostering a diverse and inclusive workplace. We comply with all applicable federal, state, and local employment laws and do not discriminate based on race, color, religion, sex, national origin, age, disability, pregnancy, childbirth, genetic information, sexual orientation, gender identity, veteran status, or any other protected category under applicable law.

We provide reasonable accommodations for qualified individuals with disabilities, pregnancy-related conditions, and religious beliefs, unless doing so would impose an undue hardship.

This job description is intended to provide a general overview of the responsibilities and qualifications of the position. It is not an exhaustive list, and additional duties may be assigned as needed.

Who We Are

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

Tax Associate

At Sweeney Conrad, our foundation of “people first” begins with our employees—because we know the success of our firm stems from the relationships within it. We consider our employees family and foster a positive work culture, encouraging a healthy balance between work and life; building a career over having a job; continuing education and skill development; and being actively involved in the Puget Sound community where we live, work, and play.

We’re proud of our employees and our culture, and have been recognized by Accounting Today as one of the “Best Accounting Firms to Work For” and by Puget Sound Business Journal as one of “Washington’s Best Workplaces.” As a rapidly growing midsized firm, we offer vast opportunities for both career and personal development, as well as the best of both small and large firms:

• Working with a wide variety of clients and industries, while maintaining the opportunity to specialize in areas of interest 
• Early and frequent interaction with firm shareholders and clients
• Career development and mentorship from shareholders and client managers
• Company-sponsored technical and intensive leadership training from industry leaders in our international network
• Competitive salaries, comprehensive benefits, paid time off, flexible schedules, and reimbursement for continuing education and professional memberships

As trusted advisors and dedicated partners, our highly motivated Tax Associates work with other team members to provide closely held companies and high net worth individuals with tax and accounting services (including planning, consulting, research, and compliance) that meet their present needs and help them secure a prosperous future. They also represent Sweeney Conrad in the community and develop referral relationships with professionals in related industries.

Qualified candidates must have:

• One to four years’ experience in public accounting
• BA/BS in accounting
• CPA eligible
• A desire to be challenged and for career advancement in a rapidly growing leading firm
• Excellent communication and interpersonal skills
• Highly organized and detail-oriented

The pay range for this role is $80,000 - $95,000 per year. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education, and/or skill level.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.