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 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.

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.

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.

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.

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.

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.

Elevate your career at Saltmarsh!

Saltmarsh is looking for a Client Accounting Advisory Service (CAAS) Solutions Implementation Manager to play a key role in overseeing the successful implementation of accounting solutions and services for our clients. This person will be responsible for managing the full implementation lifecycle, from process design through technology implementation, help ensure a smooth transition to team members who will be responsible for ongoing client accounting operations, and evaluate and recommend new processes, tools, and technologies to ensure maximum efficiency, accuracy, and automation in our clients' accounting operations. This position is central to improving client satisfaction, optimizing workflows, and helping clients leverage the full potential of our accounting solutions and services.

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 CAAS Solutions Implementation Manager, you will:

Who You Are

The ideal candidate will have:

• Bachelor’s degree in Accounting, Finance, Business Administration, Information Technology, or related field.
• Minimum of 5 years of experience in solutions implementation, project management, or a related field, with at least 2 years in a client-facing role focused on accounting solutions.
• Strong expertise in accounting processes, financial systems, and automation tools (e.g., ERP systems, cloud-based accounting platforms).
• Demonstrated success in managing technology integrations and process optimization within an accounting environment.
• Advanced project management skills, including experience with related PM tools.
• Ability to analyze and optimize accounting workflows, integrating automation and efficiency improvements.
• Excellent communication and interpersonal skills, with the ability to manage client relationships and collaborate with cross-functional teams.
• Strong analytical and troubleshooting abilities, with an ability to resolve complex implementation challenges.
• Ability to manage multiple projects and adapt to shifting client needs in a fast-paced environment.
• Desire to stay updated on new industry trends, emerging technologies, and evolving accounting best practices.
• Proficiency in:
  • Bill.com
  • Intactt
  • & Quickbooks Online

What We Offer

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

Location

Saltmarsh has office locations in Tampa, Pensacola, and Orlando. 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 Sweeney Conrad

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”. For more information, visit www.sweeneyconrad.com.

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.

Client Accounting & Advisory Services Senior Associate

This position is part of our Client Accounting and Advisory Services group, which provides outsourced accounting services for small and lower-middle market businesses. The team focuses on professional services, including engineering, architecture, construction, dental and medical offices, law firms, tech companies, veterinary clinics, and other service-based businesses. This is a full-time hourly role, with overtime generally limited to the month of January.

The Senior Client Accounting & Advisory Services Senior Associate leads complex client accounting engagements, overseeing day-to-day accounting activities such as transactional accounting support, reconciliations, and month-end close while ensuring accuracy, compliance, and adherence to best practices. In addition to managing client deliverables, this role provides advanced financial analysis and advisory support, identifies opportunities to improve client processes, and serves as a trusted advisor and primary point of contact for clients. The Senior Associate mentors junior team members, collaborates closely with leadership to deliver strategic guidance, and contributes to process and system enhancements across the practice. Curiosity, humility, and honor form the foundation of our department and shape how we ask thoughtful questions, admit when we’re wrong, and take ownership of our mistakes to live the fix. This position reports directly to the Director of Client Accounting & Advisory Services and is based in Kirkland, Washington, with a hybrid in-office work schedule.

Specific Duties Will Include

• Associates handle transactional activities to maintain account balances, while Seniors oversee accounts at a higher level, reviewing balances for anomalies and investigating unusual variances
• Review and manage end-to-end accounting process, including accounts payable, accounts receivable, bank and credit card reconciliations in QuickBooks Online (QBO), as well as full balance sheet reconciliations
• Review and execute payroll using Gusto, including quarterly and annual payroll tax reporting
• Review and execute state and city excise tax filings
• Drive analytical review of client financial performance to provide deeper, value-based insights
• Anticipate client needs and respond timely and professionally to emails and calls
• Train and mentor existing and incoming associates on accounting processes and best practices
• Support and actively contribute to departmental and firm-wide process improvements and innovations
• Manage a large client load effectively through delegation, collaboration, and leadership
• Perform other duties as assigned by the department managers

 The successful candidate will have

• Minimum 4 years of accounting experience, preferrable within a mix in public accounting and corporate accounting
• Minimum 2 years of experience using QuickBooks Online (QBO), Excel, Word, and Outlook
• BA/BS in accounting or related field
• Deep understanding of accounting principles and best practices
• Working Knowledge of Accrual accounting and knowledge of GAAP
• Working knowledge of Washington State tax practices
• Proficient in managing large sets of data accurately and efficiently
• Proficiency in analyzing and assessing financial statements
• Ability to quickly learn various software applications
• Effective written and verbal communication skills
• Detail-oriented, organized, and able to manage multiple tasks simultaneously

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

• CPA designation
• Experience using Gusto for payroll processing
• Experience using Bill.com
• Familiarity with Slack and Monday.com
• Experience reviewing staff work and training others

Benefits:

The pay range for this role is $40.00 - $51.00 per hour. 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.

For employees working 30 or more hours per week, we offer a comprehensive benefits package that includes medical, dental, and vision coverage, as well as dependent coverage; Health Care and Dependent Care Flexible Spending Accounts; and employer-paid life and disability insurance; and a 401(k) plan with employer match. We also provide flexible time off (PTO) and 12 paid holidays

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

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.

Client Accounting & Advisory Services Internship - Summer 2027

At Sweeney Conrad, our foundation of “people first” begins with our employees—because 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.” 

• Our interns will have the opportunity to work with a wide range of clients and industries, enabling them to gain comprehensive exposure to various business sectors. This approach aligns with our commitment to fostering a well-rounded skill set in our interns.
• They will experience the real day-to-day life of a Client Accounting & Advisory Services professional and will have opportunities to learn from senior associates, managers and principals how roles change as careers progress.
• Interns will engage in early and frequent interactions with all levels of professionals at Sweeney Conrad, including principals and managers. This hands-on experience is crucial for their professional development, allowing them to build relationships with key stakeholders within our organization and the clients we serve.
• Our interns will benefit from personalized career development initiatives and mentorship programs where they will reflect on both positive outcomes and opportunities for development. This support system is designed to guide interns through their internship, offering guidance, answering questions, and aiding in their overall professional growth.
• To enhance their technical skills and leadership capabilities, interns will participate in company-sponsored training programs conducted by industry leaders within our international network. These programs are integral to the continuous development of our interns and preparing them for future challenges.

Our interns assist in maintaining and reconciling clients’ general ledgers, processing accounts payable and receivable transactions, and supporting month-end and year-end closing activities, including journal entries and account reconciliations. Additionally, they utilize accounting software and tools to streamline processes and improve efficiency, contributing to the success of both the team and the clients they serve. Each intern partners with a mentor who guides them through the internship and answers any questions. While we’re flexible around academic and extracurricular schedules, we expect interns to work 32 hours a week Monday though Thursday. Sweeney Conrad interns are truly essential to the success of our business, and we seek to hire them as full-time employees after graduation. 

To be considered for this internship, please ensure you submit your resume, transcript, and a cover letter along with your application.

The pay range for this role is $35.00 per hour. You will be eligible for statutory benefits such as workers' compensation, state disability, and unemployment insurance as prescribed by law.

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 Sweeney Conrad

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”. For more information, visit www.sweeneyconrad.com.

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.

Client Accounting & Advisory Services Associate

This position is part of our Client Accounting & Advisory Services group, which provides outsourced accounting services for small and lower-middle market businesses. The team focuses on professional services, including engineering, architecture, construction, dental and medical offices, law firms, tech companies, veterinary clinics, and other service-based businesses. This is a full-time hourly role, with overtime generally limited to the month of January.

The Client Accounting & Advisory Services Associate manages day-to-day client accounting, including end to end accounting, payroll, reconciliations, payables and sate reporting needs, while ensuring accuracy and compliance. They provide financial insights and advisory support, help improve client processes, and serve as a key point of contact. The role also involves collaborating with senior team members to deliver high-quality accounting and strategic guidance. Curiosity, humility, and honor form the foundation of our department and shape how we ask thoughtful questions, admit when we’re wrong, and take ownership of our mistakes to live the fix. This position reports directly to the Director of Client Accounting & Advisory Services and is based in Kirkland, Washington, with a hybrid in-office work schedule.

Specific Duties Will Include

• Own end-to-end accounting processes, including payables in Bill.com, account reconciliations, and bank feed monitoring in QuickBooks Online (QBO)
• Perform payroll processing and administration using Gusto, including quarterly and annual payroll tax reporting.
• Prepare and complete state and city excise tax filings
• Anticipate client needs and respond timely and professionally to client emails/calls
• Perform other duties as assigned by the department managers

 The successful candidate will have

• BA/BS in accounting or related field
• 2+ years of experience in public accounting and/or corporate accounting
• Deep understanding of accounting principles
• Proficient in managing extensive sets of data with ease
• Proficiency in critically assessing and analyzing financial statements
• Strong skills using QuickBooks Online (QBO), Excel, Word, and Outlook
• Ability to learn various software applications
• Effective written and verbal communication skills
• Detail-oriented, organized and able to handle multiple tasks at once
• Demonstrated experience in managing multiple tasks and in organizing and prioritizing work assignments and ongoing duties  
• Ability to communicate effectively and timely in writing and verbally with colleagues, clients, and other external partners 
• Ability to work effectively in a diverse team environment 

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

• CPA designation
• Experience using Bill.com
• Experience using Gusto for payroll processing
• Familiarity with Slack and Monday.com

Benefits:

The pay range for this role is $35.00 - $44.00 per hour. 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.

For employees working 30 or more hours per week, we offer a comprehensive benefits package that includes medical, dental, and vision coverage, as well as dependent coverage; Health Care and Dependent Care Flexible Spending Accounts; and employer-paid life and disability insurance; and a 401(k) plan with employer match. We also provide flexible time off (PTO) and 12 paid holidays

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.

Controller – Oil & Gas

We are seeking an experienced Controller to oversee and optimize the financial and operational accounting functions for our oil and gas clients. This role is responsible for managing the daily accounting operations, ensuring accurate financial reporting, maintaining regulatory compliance, and leading accounting teams in a deadline-driven environment. The ideal candidate is a strategic financial professional with strong leadership capabilities, multi-entity experience, and a deep understanding of GAAP and oil and gas industry regulations. 

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

GMP’s vision is 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

• Oversee and manage Revenue Distributions
• Administer and review Joint Interest Billings (JIB)
• Lead the monthly close process, including preparation and review of financial statements
• Review and interpret owner relations and revenue decks
• Ensure compliance with GAAP and industry-specific regulatory requirements
• Supervise, mentor, and develop accounting team members
• Maintain strict adherence to reporting deadlines and deliverables
• Optimize accounting workflows and operational efficiencies
• Utilize and manage accounting systems, including PAK Energy software

Qualifications & Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field
• Master’s degree and/or CMA or CPA designation preferred
• Strong understanding of the Oil & Gas sector, including industry accounting practices
• Demonstrated experience with oil and gas–specific accounting software (PAK Energy preferred)
• Strong knowledge of GAAP and financial reporting standards
• Proven experience in multi-entity environments
• Strong leadership and team management skills
• Advanced financial analysis and forecasting capabilities
• Ability to analyze financial data, identify trends, and make data-driven recommendations
• Detail-oriented and highly organized
• Deadline-driven with strong time management skills
• Excellent communication and stakeholder management abilities

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

• 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
• Flexible schedule, including 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.

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 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 is searching for a Senior Accountant to join our CFO and Client Account Services Division in our New York City office. Our CFO and CAS team works to develop relationships with business owners to ensure that they have the necessary information to make the right decisions for the growth and profitability of their organization.

What You’ll Do:

• Maintain financial reports, records, and general ledger accounts.
• Prepare journal entries and account reconciliations and with monthly close processes.
• Contribute to the development and review of annual operating budgets and performance projections.
• Maintain documentation for accounts payable, accounts receivables, and conducting internal audits.
• Perform monthly balance sheet reconciliations.
• Meeting and reporting deadlines to clients.
• Responding to information requests, reviewing financial statements, and assisting with audits.
• Ensuring compliance with GAAP.
• Assisting the accounting services department as needed

Qualifications:

• Bachelor's degree in accounting or finance required.
• 4+ years of accounting experience.
• Familiar with inventory factoring.
• Experience within real estate and manufacturing industries.
• Working knowledge of GAAP.
• Strong numeracy and analytical skills.
• Good problem-solving and time management skills.
• Knowledge of QuickBooks Online and QuickBooks Desktop.
• Knowledge of bookkeeping and accounting principles, laws and regulations.
• Excellent analytical skills to manage large amounts of data.
• Outstanding communication skills, both oral and written.
• 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).

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 $80,000-100,000. 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.

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 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 is searching for a Controller to join our CFO and Client Account Services Division in our New York City office. Our CFO and CAS team works to develop relationships with business owners to ensure that they have the necessary information to make the right decisions for the growth and profitability of their organization.

What You’ll Do:

• Proactively build relationships and serve as a trusted advisor to our clients, offering accurate recommendations and considerations
• Execute on standardized deliverables packages including regular client meetings, general accounting & bookkeeping, complex financial statement preparation and analysis, cash flow management, and auditor management
• Monitor WIP within engagement to ensure that work is being completed within budgeted time period
• Coach and develop a team of staff and senior accountants, providing actionable feedback and development opportunities
• Identify opportunities to cross sell existing clients by partnering with leaders from other service lines

Qualifications:

• Bachelor’s Degree with a concentration in Accounting or Finance required
• CPA preferred
• 5+ years’ experience in accounting manager or controller role within public accounting
• 2+ years’ experience managing client relationships
• Effective verbal and written communication skills
• Time management and ability to meet deadlines
• Proven ability to handle confidential information with discretion
• Available to work additional hours when necessary during tax season

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 $120,000-150,000. 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.

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 Team You Will Join

At Tronconi Segarra & Associates (TSA), we empower every client to become his or her best and most confident self through the responsible provision of high-quality financial and business services, products and information. Over the years, our clients have told us that our solutions have made a difference in their businesses and given them the confidence to take the next steps – buy or sell a business, expand a plant, open a new branch, hire additional employees, prepare for the next generation to run their business, expand sales to a new country. And we’ve been with them every step of the way, providing the support, services and information they need to reach the next level of success.

The Opportunity

As the CAAS (Client Accounting & Advisory Services) Service Line Leader, you will be the strategic and operational driver of a $3–$6M practice. This role is designed for a high-impact leader who blends deep advisory expertise with a strong understanding of accounting fundamentals. You will shape the future of the CAAS practice by leading business development, overseeing client relationships, and mentoring a high-performing team. The CAAS practice is growing 30% yoy and needs to maintain this momentum through new go-to-market technology and organizational structure. This is a Director-level opportunity for a visionary professional who thrives in a dynamic, entrepreneurial environment. This role is central to TSA’s continued expansion and innovation in advisory services.

How You’ll Help Us Build a Confident Future:

Practice Management

• Lead the strategic direction, financial performance, and operational execution of the CAAS practice.
• Drive growth, profitability, and resource allocation aligned to Financial, Client, People, and New Business KPIs.
• Serve as the primary point of contact for firm leadership on CAAS-related initiatives and performance.
• Expand and stand-up new service offerings that build on transactional accounting & controllership to add CFO Finance, CFO Business Insights, and Trusted Advisor Business Insights services.
• Guide teams in identifying opportunities for deeper engagement and value creation.

Business Development

• Act as the primary growth engine for the CAAS practice, identifying and converting new business opportunities.
• Lead prospecting efforts, client assessments, and proposal development.
• Collaborate across service lines to identify cross-sell opportunities and expand client relationships.
• Maintain a deep understanding of market trends, client needs, and competitor offerings.

Client Engagement

• Oversee key client relationships, ensuring service excellence and strategic alignment.
• Deliver high-level advisory services on an ad hoc basis, stepping in where strategic insight is needed.
• Lead or support special client presentations (e.g., board-level engagements), while delegating routine CAS delivery to the broader team.
• Ensure the new client onboarding process is efficient and seamless.
• Drive client awareness of TSA’s full suite of capabilities and offerings.
• Support client transitions when engagements no longer align with the firm’s ideal client profile.

Team Leadership & Culture

• Build and mentor a high-performing management team, preparing future leaders for advancement.
• Foster a culture of strong ownership, accountability, innovation, and continuous improvement.
• Provide direct feedback and coaching to team members and, when necessary, clients.
• Share responsibility for recruitment and talent development with firm leadership.

Strategic Operations & Systems

• Partner with internal teams to streamline processes, improve data integrity, and enhance system efficiency.
• Advocate for process improvements in collaboration with other firm service offerings.
• Evaluate and implement technology solutions across integrated Cloud-Based GL, Workflow, Controller Tools, and Reporting & FP&A capabilities.

What You Need to Succeed (Required Qualifications):

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA, CGMA, or equivalent professional certification.
• 10+ years of experience in professional services (public accounting, consulting, or investment banking).
• Proven success in leading /building a practice or business unit with measurable growth and profitability.
• Deep understanding of accounting principles (GAAP, accrual, cash basis) and advisory services.
• Strong business acumen, with the ability to translate financial data into strategic insights.

What Will Give You an Edge (Additional Skills)

• Background in audit or tax with a strong appreciation for advisory.
• Experience in pricing strategy, client segmentation, and proposal development.
• High emotional intelligence and ability to navigate complex client and team dynamics.
• Entrepreneurial mindset with a focus on innovation and measurable outcomes.

Success Measures

• Practice revenue growth (20-30% yoy).
• Client satisfaction and retention (Client Net Promoter Score of 50+, Client net retention %).
• Expansion of advisory services and cross-sell success (# New Clients Added, % of Clients with multiple advisory services).
• Team engagement, development, and retention (Employee Net Promoter Score of 30+).
• Operational efficiency and successful implementation of strategic initiatives (Revenue per Employee, Gross Margin %).

The annual base salary range for this role is $140,000-$160,000. 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.