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.

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.