Who We Are

About Ascend

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

For more information, visit www.ascendtogether.com.

About ODC

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

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

The Role

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

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

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

Key Responsibilities

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

Required Qualifications

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

Preferred Qualifications

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

Who We Look For

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

Location

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

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

What We Offer

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

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

How to Apply

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

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

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

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

Who We Are

About Ascend

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

For more information, visit www.ascendtogether.com.

About ODC

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

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

The Role

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

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

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

Key Responsibilities

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

Required Qualifications

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

Preferred Qualifications

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

Who We Look For

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

Location

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

What We Offer

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

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

How to Apply

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

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

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

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

Who We Are

About Ascend

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

For more information, visit www.ascendtogether.com.

About ODC

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

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

The Role

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

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

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

Key Responsibilities

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

Required Qualifications

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

Preferred Qualifications

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

Who We Look For

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

Location

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

What We Offer

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

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

How to Apply

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

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

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

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

Who We Are

About Ascend

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

For more information, visit www.ascendtogether.com.

About Blackman & Sloop

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

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

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

The Role

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

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

Key Responsibilities

• Perform initial and/or final review of tax senior, tax staff and intern work products for individual and not-for-profit returns.
• Act as primary client point of contact for the firm.
• Identify opportunities for value added services for clients by staying abreast of their financial needs.
• Communicate staffing and workload issues to Resource Planning.
• Review and confirm assignment objectives, scope, and work plan with client.
• Resolve work product issues using firm resources.
• Contribute to the development and management of comprehensive strategies to identify and meet all client needs.
• Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
• Coach and mentor staff to assist with enhancing their skills and further develop their career.
• Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients.
• Support the partner team in the development and planning of strategy, objectives, and budgets.
• Prepare and/or review monthly client bills.
• Anticipate, identify, and resolve complex tax-technical issues.
• Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines.
• Support business development efforts by nurturing existing relationships and helping to identify new client opportunities.

Required Qualifications

• CPA or Enrolled Agent (EA)
• 8+ years of tax preparation and review experience
• Well-versed in individual and not-for-profit returns including private foundations
• Excellent project management, analytical, interpersonal, and communication skills
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
• A strong desire toward career advancement and goal toward future firm ownership
• Excellent work ethic and a sense of humor are a must!
• Ability or interest in business development and expanding client relationships

Preferred Qualifications

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

Who We Look For

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

Location

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

What We Offer

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

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

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

How to Apply

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

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

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

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

Who We Are

About Ascend

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

For more information, visit www.ascendtogether.com.

About Blackman & Sloop

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

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

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

The Role

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

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

Key Responsibilities

• Perform initial and/or final review of manager, tax senior, tax staff and intern work products.
• Act as primary client point of contact for the firm.
• Identify opportunities for value added services for clients by staying abreast of their business needs.
• Communicate staffing and workload issues to Resource Planning.
• Review and confirm assignment objectives, scope, and work plan with client.
• Resolve work product issues using firm resources.
• Contribute to the development and management of comprehensive strategies to identify and meet all client needs.
• Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
• Coach and mentor staff to assist with enhancing their skills and further develop their career.
• Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients.
• Support the partner team in the development and planning of strategy, objectives, and budgets.
• Prepare and/or review monthly client bills.
• Anticipate, identify, and resolve complex tax-technical issues.
• Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines.
• Support business development efforts by nurturing existing relationships and helping to identify new client opportunities

Required Qualifications

• CPA or Enrolled Agent (EA)
• 7+ years of business tax prep & review experience
• Excellent project management, analytical, interpersonal, and communication skills
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
• A strong desire toward career advancement and goal toward future firm ownership
• Excellent work ethic and a sense of humor are a must!
• Ability or interest in business development and expanding client relationships.

Preferred Qualifications

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

Who We Look For

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

Location

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

What We Offer

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

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

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

How to Apply

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

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

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

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

Who We Are

About Ascend

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

For more information, visit www.ascendtogether.com.

About Blackman & Sloop

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

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

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

The Role

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

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

Key Responsibilities

• Perform initial and/or final review of manager, tax senior, tax staff and intern work products.
• Act as primary client point of contact for the firm.
• Identify opportunities for value added services for clients by staying abreast of their business needs.
• Communicate staffing and workload issues to Resource Planning.
• Review and confirm assignment objectives, scope, and work plan with client.
• Resolve work product issues using firm resources.
• Contribute to the development and management of comprehensive strategies to identify and meet all client needs.
• Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
• Coach and mentor staff to assist with enhancing their skills and further develop their career.
• Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients.
• Support the partner team in the development and planning of strategy, objectives, and budgets.
• Prepare and/or review monthly client bills.
• Anticipate, identify, and resolve complex tax-technical issues.
• Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines.
• Participate in business development efforts by nurturing existing relationships and helping to identify new client opportunities

Required Qualifications

• CPA or Enrolled Agent (EA)
• 10+ years of business tax prep & review experience
• Excellent project management, analytical, interpersonal, and communication skills
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
• A strong desire toward career advancement and goal toward future firm ownership
• Excellent work ethic and a sense of humor are a must!
• Ability or interest in business development and expanding client relationships.

Preferred Qualifications

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

Who We Look For

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

Location

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

What We Offer

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

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

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

How to Apply

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

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

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

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

Who We Are

About Ascend

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

For more information, visit www.ascendtogether.com.

About Blackman & Sloop

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

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

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

The Role

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

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

Key Responsibilities

• Perform initial and/or final review of tax senior, tax staff and intern work products for individual, trust, estate and gift returns.
• Act as primary client point of contact for the firm.
• Identify opportunities for value added services for clients by staying abreast of their business needs.
• Communicate staffing and workload issues to Resource Planning.
• Review and confirm assignment objectives, scope, and work plan with client.
• Resolve work product issues using firm resources.
• Contribute to the development and management of comprehensive strategies to identify and meet all client needs.
• Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
• Coach and mentor staff to assist with enhancing their skills and further develop their career.
• Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients.
• Support the partner team in the development and planning of strategy, objectives, and budgets.
• Prepare and/or review monthly client bills.
• Anticipate, identify, and resolve complex tax-technical issues.
• Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines.
• Support business development efforts by nurturing existing relationships and helping to identify new client opportunities.

Required Qualifications

• CPA or Enrolled Agent (EA)
• 8+ years of tax prep & review experience
• Well-versed in individual, trust, estate, and gift returns
• Excellent project management, analytical, interpersonal, and communication skills
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
• A strong desire toward career advancement and goal toward future firm ownership
• Excellent work ethic and a sense of humor are a must!
• Ability or interest in business development and expanding client relationships

Preferred Qualifications

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

Who We Look For

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

Location

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

What We Offer

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

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

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

How to Apply

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

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

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

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

Who We Are

About Ascend 

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

For more information, visit www.ascendtogether.com.

About Blackman & Sloop

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

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

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

The Role

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

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

Key Responsibilities

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

Required Qualifications

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

Preferred Qualifications

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

Who We Look For

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

Location

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

What We Offer

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

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

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

How to Apply

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

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

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

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

Who We Are

About Ascend

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

For more information, visit www.ascendtogether.com.

About Blackman & Sloop

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

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

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

The Role

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

Key Responsibilities

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

Required Qualifications

• Bachelor's degree in accounting, finance, or related field
• 3+ years of tax prep and/or review experience
• Excellent project management, analytical, interpersonal, and communication skills
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
• A strong desire toward career advancement and goal toward future firm ownership
• Excellent work ethic and a sense of humor are a must!

Preferred Qualifications

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

Who We Look For

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

Location

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

What We Offer

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

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

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

How to Apply

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

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

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

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

Who We Are

About Ascend

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

For more information, visit www.ascendtogether.com.

About Blackman & Sloop

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

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

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

The Role

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

Key Responsibilities

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

Required Qualifications

• Bachelor's degree in accounting, finance, or related field
• 3+ years of tax prep and/or review experience
• Excellent project management, analytical, interpersonal, and communication skills
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
• A strong desire toward career advancement and goal toward future firm ownership
• Excellent work ethic and a sense of humor are a must!

Preferred Qualifications

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

Who We Look For

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

Location

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

What We Offer

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

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

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

How to Apply

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

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

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

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

Who We Are 

About Ascend 

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

For more information, visit www.ascendtogether.com.

About Wilson Lewis 

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

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

The Role

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

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

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

Key Responsibilities

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

Required Qualifications 

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

Preferred Qualifications 

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

What We Offer

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

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

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

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

How to Apply

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

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

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

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

Who We Are 

About Ascend 

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

For more information, visit www.ascendtogether.com.

About Wilson Lewis 

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

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

The Role

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

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

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

Key Responsibilities

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

Required Qualifications 

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

Preferred Qualifications 

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

What We Offer

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

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

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

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

How to Apply

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

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

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

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

Who We Are 

About Ascend 

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

For more information, visit www.ascendtogether.com.

About Wilson Lewis 

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

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

The Role

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

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

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

Key Responsibilities

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

Required Qualifications 

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

Preferred Qualifications 

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

What We Offer

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

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

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

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

How to Apply

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

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

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

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

Who We Are

About Ascend

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

About GG Advisors

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

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

The Role

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

Key Responsibilities

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

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

Required Qualifications

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

Preferred Qualifications

• Proficiency with CCH Axcess

Who We Look For

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

Location

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

What We Offer

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

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

How to Apply

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

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

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

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

Who We Are

About Ascend

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

About GG Advisors

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

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

The Role

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

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

Key Responsibilities

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

Required Qualifications

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

Preferred Qualifications

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

Who We Look For

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

What We Offer

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

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

How to Apply

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

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

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

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

Supervisor - Tax Department

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

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

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

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

Responsibilities 

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

 Desired Qualifications

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

Benefits and Perks:

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

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

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

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

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

Who We Are

About Ascend

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

About Lucas Horsfall

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

The Role

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

Key Responsibilities

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

Required Qualifications

• Bachelor's degree in accounting, finance, or related field
• Active licensed CPA
• 10+ years of relevant experience, including significant supervisory experience
• Proven technical ability and experience preparing and reviewing all types of tax returns
• Excellent project management, analytical, interpersonal, and communication skills
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
• A strong desire toward career advancement and goal toward future firm ownership

Preferred Qualifications

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

What We Offer

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

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

How to Apply

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

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

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

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

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

Tax Associate

About KSDT  

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

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

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

About Ascend 

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

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

For more information, visit www.ascendtogether.com. 

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

Responsibilities 

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

 Desired Qualifications

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

Benefits and Perks:

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

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

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

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

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

About Ascend

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

About MHP

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

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

Who We Are

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

Who You Are

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

The Role

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

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

The Duties:

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

The Perks

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

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

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

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

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

About Walter Shuffain: 

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

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

About Ascend:

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

Essential Functions:

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

Education, Skills and Experience:

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

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

Tax Manager – Real Estate

About Walter Shuffain: 

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

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

About Ascend:

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

Role Summary

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

Essential Functions

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

Education, Skills, and Experience

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

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

Tax and Audit Internship with GMP

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

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

About GMP - Our History

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

Our Vision

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

Our Mission

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

About Ascend

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

Key Responsibilities

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

Qualifications & Requirements

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

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

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

About Ascend

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

Elevate your career at Saltmarsh!

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

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

What You’ll Do

As a Tax Director, you will: 

• Perform initial and/or final review of manager, tax senior, tax staff and intern work products.
• Act as primary client point of contact for the firm.
• Identify opportunities for value added services for clients by staying abreast of their business needs.
• Review and confirm assignment objectives, scope, and work plan with client.
• Resolve work product issues using firm resources.
• Contribute to the development and management of comprehensive strategies to identify and meet all client needs.
• Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
• Coach and mentor staff to assist with enhancing their skills and further develop their career.
• Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients.
• Support the partner team in the development and planning of strategy, objectives, and budgets.
• Prepare and/or review monthly client bills.
• Anticipate, identify, and resolve complex tax-technical issues.
• Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines.

Who You Are

The ideal candidate will have:

• Bachelor's degree in accounting, finance, or related field
• CPA
• 5-10 years of tax prep & review experience
• Excellent project management, analytical, interpersonal, and communication skills
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
• A strong desire toward career advancement and goal toward future firm ownership
• Strong background in individual taxation
• Consultative/Advising Experience
• Proficiency in:
  • CCH Axcess Tax
  • Microsoft Office Suite 

What We Offer

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

Location

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

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

Apply now and let’s build something amazing together!

How to Apply

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

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

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

About Ascend

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

About Tronconi Segarra & Associates

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

The Opportunity

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

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

How You’ll Help Us Build a Confident Future:

International Tax Compliance & Reporting

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

International Tax Advisory & Planning

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

Client Engagement & Relationship Management

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

Team Leadership & Development

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

Business Development & Market Presence

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

What You Need to Succeed (Required Qualifications):

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

What Will Give You an Edge (Additional Skills):

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

Success Measures

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

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

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

Who We Are

About Ascend

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

About Lucas Horsfall

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

The Role

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

Key Responsibilities

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

Required Qualifications

• Bachelor's degree in accounting, finance, or related field
• 3+ years of experience preparing and/or reviewing forms 706, 709, and/or 1041
• Must be working towards becoming a licensed Certified Public Accountant
• Minimum of two years of accounting experience with individual and partnership tax returns.
• Excellent project management, analytical, interpersonal, and communication skills
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
• A strong desire toward career advancement and goal toward future firm ownership

Preferred Qualifications

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

What We Offer

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

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

How to Apply

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

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

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

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

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

Who We Are

About Ascend

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

Elevate your career at Saltmarsh!

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

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

What You’ll Do

As a Senior Tax Manager, you will:

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

Who You Are

We’re looking for a leader with:

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

What We Offer

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

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

Location

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

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

Apply now and let’s build something amazing together!

How to Apply

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

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

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

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

Who We Are

About Ascend

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

Tax Associate

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

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

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

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

Qualified candidates must have:

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

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

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

Who We Are

About TSS Advisors

TSS Advisors (TSS) is headquartered in the Upper Connecticut River Valley of New Hampshire and Vermont, but our team is ever changing, with a team footprint that extends across the country.  With over 50 dedicated employees offering a diverse range of services, we at TSS possess the experience and expertise to support a breadth of clients.  Today’s professional advisory services demand more than the traditional roles of preparing financial statements and tax returns; our professionals are consultants, advisors, planners, and strategists. We are well-versed not only in accounting and tax law but in business analysis, consulting, estate planning, business valuation, and a wide array of additional disciplines essential for comprehensive client support, ensuring comprehensive and tailored guidance.

Our mission, to make a difference and forge legacies, has an external client focus and an internal focus.  What we do here at TSS matters.  We take great joy in making a difference in the success of our client’s businesses, and in their personal lives.  We help shape and mold their legacy.  We fully recognize that the secret sauce that leads to the success of our clients, and the firm, is our people.  We have an acute focus on our culture at TSS.  We strive to add team members that are career oriented, who have a technical base, who have a desire to grow professionally, and who take to their day with humor and kindness to other team members.

Over the last few years, we have acknowledged and embraced the fact that the accounting profession and industry is evolving. With this, we took our commitment to excellence to a new level by partnering with Ascend! This will accelerate our strategic growth model by providing access to unlimited resources and additional partnership opportunities.

About Ascend

At Ascend, we understand the struggles that accounting & finance professionals face in traditional public accounting firms - from rigid hierarchies, overwhelming workloads, and the elusive work-life balance. It’s time for a transformative change. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number; you’re a valued member of a community that supports & celebrates your professional & 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 comprehensive resources. 

Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings our partner 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 having access to resources of a large firm. These resources include growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives.  

Founded in January 2023, Ascend has already attained revenues sufficient to qualify as a Top 30 U.S. accounting firm. Explore Ascend, where your career soars without sacrificing your quality of life.

The Role

We’re looking for a talented and motivated Tax Manager to join a fast-growing, innovative professional advisory firm working with closely held businesses.  TSS serves clients in the automotive retail, construction, manufacturing, distribution, and other for-profit industries. Our ideal candidate is a self-motivated, entrepreneurial CPA with a team mentality and strong technical accounting and tax knowledge. You will primarily be responsible for reviewing flow-through tax returns and coordinating directly with client support staff. Our position provides a unique opportunity for significant growth within our firm, working directly with business owners and their financial professionals.

Responsibilities

• Assist in ongoing tax planning and coordination of client engagements. 
• Conduct detailed and technical review of complex federal, state, and multi-state tax returns with an emphasis on flow-through entities
• Communicate efficiently and effectively with our team on client issues that arise and ensure deadlines are met
• Research tax law updates
• Research complex tax issues, provide recommendations to the team, and ensure compliance with regulations
• Assist in team technical skill development
• Continue to foster client relationships and serve as trusted advisor to client’s business office staff by delivering superior services and timely responses

Requirements

• 5+ years with a medium-sized public accounting firm preparing and reviewing flow-through income tax returns
• Bachelor's degree in accounting, finance, or related field
• Proficient in project management including scheduling, budgeting, client correspondence, and research
• Strong attention to detail
• Integrity within a professional environment

Preferences

• Experience with CCH Axcess tax, CCH Pfx Engagement
• EA or CPA certification

What We Offer

We hire good people and give them a good place to work. We truly believe that when you succeed, the firm succeeds, and we make sure you have whatever tools you need to make that success possible.

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

• Unlimited PTO
• Health, Vision, Dental, and voluntary insurance options
• 401(K) and match
• Flexible/Hybrid work schedule
• Performance Bonus
• Annual Community Day + additional 8 community hours
• Holiday donation drives and charity initiatives
• Monthly casual gatherings, annual summer get-together, and annual holiday party locally
• Annual firmwide alignment
• Commitment to professional development
• Equity Program eligibility at Sr. Manager Level, + top performing Managers

How to Apply

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

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

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

Walter Shuffain is seeking a skilled and motivated Tax Manager to lead and manage multiple client engagements while fostering the growth and development of our tax team. In this role, you will serve as a trusted advisor to private businesses, high-net-worth individuals, and families, providing strategic tax planning, technical expertise, and practical business guidance. You will oversee complex engagements, build lasting client relationships, mentor staff, and contribute to practice development initiatives. The ideal candidate combines strong technical knowledge, leadership ability, and excellent communication skills to deliver exceptional client service while driving team and firm success.

About Walter Shuffain: 

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

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

About Ascend:

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

Essential Functions:

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

Education, Skills and Experience:

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

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

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.

Tax Senior Associate

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

We’re proud of our employees and our culture, and have been recognized by Accounting Today as one of the “Best Accounting Firms to Work For” and by Puget Sound Business Journal as one of “Washington’s Best Workplaces.” 

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

Tax Senior Associate

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

The successful candidate will have:

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

The pay range for this role is $80,000 - $130,000 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

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.

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.

Tax 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 tax 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 work with members of the firm to provide closely held companies and high net worth individuals with accounting services that meet their present needs and help them secure a prosperous future. Each intern partners with a mentor who guides them through the internship and answers any questions. While we're flexible around academic and extracurricular schedule, we expect interns to work 35 hours a week Monday through 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.

Senior Manager, Tax Operations

The Senior Manager, Tax Operations will lead our tax administrative team.  This role blends people leadership, workflow ownership, process improvement, and technology enablement. The right person will bring confidence, sound judgment, and a practical mindset—someone who can improve how the department works while building strong relationships with managers, team leaders, and the Tax Practice Leader.

This role also serves as a member of the Tax Management Team, which includes the Tax Practice Leader and the tax team leaders. That means direct access to decision-makers and meaningful influence on department priorities, process changes, staffing decisions, and operational strategy. This position reports directly to the Tax Practice Leader of the Tax Department and is based in Kirkland, Washington, with an on-site work schedule.

 Specific Duties Will Include

• Lead, coach, and develop the tax administrative team; clarify roles, set expectations, build accountability, create growth and cross-training opportunities, and lead the tax intern coaching program
• Own performance management for tax administrative staff, including coaching, performance reviews, compensation decisions, and development planning
• Partner with the Tax Practice Leader, tax team leaders, managers, and firm operations leaders to improve the day-to-day effectiveness of the tax department
• Recommend, implement, document, and monitor process improvements across the tax service delivery lifecycle, including onboarding, organizers, engagement letters, document flow, scanning, return assembly and delivery, e-filing, and other core administrative processes
• Champion change by proactively identifying opportunities to use technology, automation, workflow tools, and AI to improve efficiency, consistency, visibility, and service quality
• Help improve the quality, accuracy, and reliability of tax department data by ensuring key software systems and databases are properly maintained, kept up to date, and used consistently across the team
• Drive improvements in tax workflow and scheduling to improve visibility, balance workloads, and reduce bottlenecks during busy season and throughout the year
• Help reduce administrative burden on tax leaders so they can spend more time on client service, technical work, staff development, and business development
• Support hiring and onboarding within the team, including first-day readiness, role clarity, training coordination, and integration into the department
• Identify department-wide and individual training needs and partner with internal and external resources to improve adoption of tax processes, systems, and best practices
• Lead or support the management of tax technology platforms and vendors, including optimization of current tools, evaluation of new solutions, contract coordination, invoice review, and better utilization of existing systems
• Help oversee outsourcing processes and support consistent execution across internal and external resources.
• Maintain reporting, dashboards, and operational tracking tools so leaders can make informed decisions about workload, staffing, deadlines, and process priorities
• Contribute as an active member of the Tax Management Team and help turn strategic priorities into practical, executable plans
• Perform other duties as assigned by the department managers

 The successful candidate will have

• Bachelor’s degree in accounting, business, operations, or a related field preferred
• 7+ years of leadership, operations, practice management, or tax administration experience in public accounting, tax operations, or a comparable professional services environment
• Experience with tax workflow, document management, scheduling, e-filing, return delivery, or practice management tools
• Direct people-management experience, including coaching, performance reviews, and compensation decisions
• Experience overseeing workflow, scheduling, and resource coordination in a deadline-driven setting
• Demonstrated success improving processes, leading change, and implementing more efficient ways of working
• Strong people skills, sound judgment, and the ability to work effectively with managers, senior leaders, and a wide range of personalities
• A genuine interest in technology, automation, and AI, along with the confidence to evaluate opportunities and help lead adoption
• Effective communication, project management, and organizational skills
• Proficiency in Microsoft Office Suite including Outlook, Word, Excel, PowerPoint, and SharePoint 
• Demonstrated experience in managing multiple tasks and in organizing and prioritizing work assignments and ongoing duties  
• Ability to communicate effectively and timely in writing and verbally with colleagues, clients, and other external partners 
• Ability to work effectively in a diverse team environment 

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

• Certifications: CPA or EA
• Education: MBA or other advanced degree

Benefits:

The pay range for this role is $125,000 - $175,000 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.

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.

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

Tronconi Segarra & Associates (TSA) is seeking a State and Local Tax (SALT) Manager to play a key leadership role within our sales and use tax practice. This position offers the opportunity to work closely with clients on complex, multi-state tax matters while helping grow TSA’s SALT capabilities through client development, team mentorship, and strategic advisory services. The ideal candidate combines deep sales and use tax knowledge with strong relationship-building and leadership skills.

Duties may include, but are not limited to, the following:

• Manage and deliver profitable state and local tax (SALT) engagements — with an emphasis on sales and use tax consulting and compliance.
• Provide timely, high-quality advice on sales and use tax nexus reviews, taxability studies, registrations, voluntary disclosure agreements, refund opportunities, transactional planning, audit controversy projects, and multi-state tax compliance strategies.
• Lead and coordinate the flow of sales/use tax information with clients to ensure accurate filings and advisory deliverables.
• Review workpapers, tax returns, and accounting entries related to sales and use tax.
• Research and resolve complex multi-state sales/use technical issues.
• Meet with clients and vendors to identify options for automated sales tax solutions and work with our team to implement and maintain these solutions.
• Participate in the billing and collection process for SALT engagements.
• Identify opportunities to provide additional sales and use tax services and actively market our SALT expertise to clients.
• Supervise, mentor, and develop staff in sales and use tax topics.
• Develop specialized multi-state sales and use tax knowledge within industries such as Manufacturing, Retail, Construction, Wholesale and Distribution, and Information Technology.

Desired Qualifications

• 5–7 years of public accounting tax experience, including at least 3-4 years focused on sales and use tax.
• Bachelor’s degree in Accounting; CPA or JD preferred but not required.
• Superior analytical, technical, and communication skills with strong knowledge of sales and use tax accounting/technology.
• Proven ability to identify and address client needs in the sales and use tax space: building and maintaining networks, communicating value propositions, managing resources, budgets, and billing.
• Experience supervising staff and leading multi-state sales and use tax projects.
• Ability to manage multiple engagements in a fast-paced, results-driven environment.
• Excellent organizational and project management skills with attention to detail.
• Proficiency with MS Word, Access, Excel, and other sales tax software/technology.
• Prior experience working with or at a state Department of Revenue is preferred but not required (audit, compliance, or policy roles).
• Willingness to travel to client sites and work additional hours as needed.

The annual base salary range for this role is $95,000 - $115,000. 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.

Manager – Tax Department

About KSDT

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

What hasn’t changed is our culture: the “secret sauce” that sets us apart. We foster a fun and creative environment, keep 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.

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

About Ascend

• At Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms - from rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number but a valued member of a community that champions both your professional and personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and robust resources.
• Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential.
• For more information, visit www.ascendtogether.com.

Locations:

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

The Role

KSDT is seeking a Tax Manager to lead client engagements, prepare and review complex tax returns, and provide strategic tax planning and compliance services to a diverse client base. This role involves identifying tax saving opportunities, managing multiple engagements, and ensuring high quality deliverables while maintaining strong client relationships. The ideal candidate is a collaborative leader who enjoys mentoring team members and helping clients navigate complex tax matters with confidence.

Responsibilities 

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

 Desired Qualifications

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

Benefits and Perks:

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

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

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

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

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

Related Job Titles

Tax Senior Manager

Senior Tax Manager

Estate Gift and Trust Expert 

About KSDT  

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

What hasn’t changed is our culture: the “secret sauce” that sets us apart. We foster a fun and creative environment, keep 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. 

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

About Ascend 

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

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

For more information, visit www.ascendtogether.com. 

Locations: 

Miami, Florida OR Weston, Florida OR Boca Raton, Florida OR Hybrid 

The Role 

KSDT is seeking an Estate, Gift and Trust Manager to lead complex estate and fiduciary tax engagements while serving as a trusted advisor to clients and their professional networks. This role focuses on delivering strategic tax planning, compliance, and administration support across estates, trusts, gifts, and related entities. The ideal candidate brings strong technical expertise, leadership skills, and a passion for mentoring team members while helping clients navigate complex wealth transfer matters. 

Responsibilities 

• Partner with clients and their advisors to provide innovative tax accounting services, including planning, research,  and compliance related to estates, estate tax planning, trusts, gifts, generation-skipping transfers, fiduciary accountings and tax-exempt organizations (hereafter, “EGT/TEO”), and some related entities including individuals, partnerships,  and S Corporations. 

• Manage and independently produce the required analysis of trust agreements for tax and accounting purposes, as well as gift, estate, and generation-skipping transfer planning and compliance purposes. 

• Manage and drive the success of multiple estate and trust administrations from a tax and accounting standpoint, i.e., year of death and period of administration, to ultimate disposition, including final individual income tax compliance, pre- and post mortem planning, estate and trust dispositions, and all related tax and compliance issues. 

• Manage and drive the success of multiple engagements in EGT/TEO entities and related entities’ 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, Senior Managers and staff on client management, professional development and business development activities. 

• Manage team's activities, charge-ability, and budgets. 

• 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. 

• Assist in preparing proposals and presentations. 

Desired Qualifications 

• BBA/BS in Accounting. 

• Masters in Taxation degree or LLM in Taxation a plus. 

• CPA certification and active CPA license preferred 

• Five or more years of 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. 

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. 

Job responsibilities subject to change depending on whether candidate is a Manager or Supervisor 

Related Job Titles 

Tax Supervisor 

Tax Senior Manager 

Senior Tax Manager 

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 Glenn Burdette

Glenn Burdette is a progressive accounting and business consulting firm deeply committed to fostering professional growth among our staff. Bright, enthusiastic and team-oriented individuals who have strong planning, communication, analytical and organizational skills are always welcome here!

It is with pride that we announce, for the 9th consecutive year, our firm has been recognized as one of the Best Places to Work on the Central Coast (SLO, Santa Barbara, and Ventura Counties) by the Pacific Coast Business Times. At Glenn Burdette, we continuously seek individuals who will contribute to the ongoing growth of our legacy.

Our sustained growth and compelling client portfolio make Glenn Burdette an appealing career choice for professionals, particularly those who value the independent firm environment while seeking challenging and rewarding work. We provide an enriching career trajectory for outstanding and motivated individuals. This, combined with our competitive salary structures, contributes to our ability to retain a highly qualified and professional staff.

The Role

As a Tax Manager at Glenn Burdette, you will prepare and review federal, state, local and special tax returns focused on business and individual taxation, flow-through entities, closely held corporations, and tax planning. You will carry out your outstanding project management, analytical, interpersonal, and communication skills. You will participate in training and supervision of staff, conduct tax research, and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment. Openings are available in a hybrid or fully onsite environment at our San Luis Obispo, Paso Robles, and Santa Maria offices.

Key Responsibilities

• Maintains contact with clients throughout the year in order to proactively identify their accounting tax needs.
• Manages expectations of services including work products, timing and value to be delivered.
• Demonstrates excellent project management skills, inspires teamwork and responsibility with engagement team members and utilizes current technology and tools to enhance the timeliness and effectiveness of deliverables and service.
• Plans, supervises, reviews and controls engagements of all sizes and complexities for tax compliance with all professional and firm standards.  This includes responsibility for client adherence to compliance related deadlines such as tax return filings, extensions, tax estimate requirements, supervising time budget development and fee recommendations and working with internal staff and clients to plan engagement requirements, objectives, and strategies.
• Manages time and client projects efficiently to achieve reasonable realization rates on engagements and able to supervise others in order to meet project budget
• Manages a group of tax staff, including their career development, training and professional development, productivity and performance.
• Provides on-the-job training; reviews complex tax returns prepared by staff and able to provide helpful, constructive feedback.
• Generates new client revenues through the nurturing and expansion of external referral networks that identify prospect opportunities, according to personal marketing plan.

Required Qualifications

• Minimum of 6 years of tax accounting experience with individual and business tax returns.
• Active licensed CPA. 
• Bachelor's degree in accounting, finance, or related field.
• Excellent project management, analytical, interpersonal, and communication skills.
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines in a fast-paced, collaborative environment.
• A strong desire toward career advancement and goal toward future firm ownership.

Preferred Qualifications

• Consultative/Advising Experience within Public Accounting.
• Knowledge of estate, gift, trust management, and experience with IRS and/or FTB audits.
• Proficiency in QuickBooks, CCH Axcess/Practice Management, CSI Depreciation, CaseWare, BNA Tax Planning Software, and Microsoft Office.

What We Offer

As a firm, we offer great benefits, a competitive salary and a focus on mentorship and career advancement. Headquartered in San Luis Obispo, CA with offices in Santa Maria, CA and Paso Robles, CA, Glenn Burdette is a growing accounting 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, including a CPA bonus for employees obtaining their CPA license
• 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 - $160,000 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 Glenn Burdette

Glenn Burdette is a progressive accounting and business consulting firm deeply committed to fostering professional growth among our staff. Bright, enthusiastic and team-oriented individuals who have strong planning, communication, analytical and organizational skills are always welcome here!

It is with pride that we announce, for the 9th consecutive year, our firm has been recognized as one of the Best Places to Work on the Central Coast (SLO, Santa Barbara, and Ventura Counties) by the Pacific Coast Business Times. At Glenn Burdette, we continuously seek individuals who will contribute to the ongoing growth of our legacy.

Our sustained growth and compelling client portfolio make Glenn Burdette an appealing career choice for professionals, particularly those who value the independent firm environment while seeking challenging and rewarding work. We provide an enriching career trajectory for outstanding and motivated individuals. This, combined with our competitive salary structures, contributes to our ability to retain a highly qualified and professional staff.

The Role

As a Tax Senior at Glenn Burdette, you will prepare federal, state, local and special tax returns focused on business and individual taxation, flow-through entities, closely held corporations, and tax planning. You will carry out your outstanding project management, analytical, interpersonal, and communication skills. You will conduct tax research and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment. Openings are available in a hybrid or fully onsite environment at our San Luis Obispo, Paso Robles, and Santa Maria offices.

Key Responsibilities

• Handles full tax compliance – includ­ing the prepa­ra­tion and review of fed­er­al, mul­ti-state, Cal­i­for­nia and local returns — for income, sales, pay­roll and prop­er­ty tax­es for busi­ness, indi­vid­ual and fidu­cia­ry clients.
• Complies with federal, state, and local requirements by studying regulations; enforcing adherence to requirements; advising management on needed actions; communicating with attorneys, tax specialists and company transfer agent to ensure timely tax reporting requirements.
• Maintains professional and technical knowledge by attending educational workshops or classes, reviewing professional publications, establishing personal networks, and participating in professional societies.
• Contributes to team effort by accomplishing related results as needed, including special projects.
• Train and develop staff.
• Prioritize and manage multiple projects and deadlines.
• Communicate effectively with all levels of the firm as well as clients.

Required Qualifications

• Minimum of 3 years of tax accounting experience with individual and business tax returns.
• Excellent project management, analytical, interpersonal, and communication skills.
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines in a fast-paced, collaborative environment.
• A strong desire toward career advancement and goal toward future firm ownership.

Preferred Qualifications

• Bachelor's degree in accounting, finance, or related field.
• Working towards becoming a CPA if not already licensed. 
• Consultative/Advising Experience within Public Accounting.
• Knowledge of estate, gift, trust management, and experience with IRS and/or FTB audits.
• Proficiency in QuickBooks, CCH Axcess/Practice Management, CSI Depreciation, CaseWare, BNA Tax Planning Software, and Microsoft Office.

What We Offer

As a firm, we offer great benefits, a competitive salary and a focus on mentorship and career advancement. Headquartered in San Luis Obispo, CA with offices in Santa Maria, CA and Paso Robles, CA, Glenn Burdette is a growing accounting 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, including a CPA bonus for employees obtaining their CPA license
• Meaningful work that makes a difference in our clients' lives

How to Apply

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

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

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

The pay range for this role is $80,000 - $105,000 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 Glenn Burdette

Glenn Burdette is a progressive accounting and business consulting firm deeply committed to fostering professional growth among our staff. Bright, enthusiastic and team-oriented individuals who have strong planning, communication, analytical and organizational skills are always welcome here!

It is with pride that we announce, for the 9th consecutive year, our firm has been recognized as one of the Best Places to Work on the Central Coast (SLO, Santa Barbara, and Ventura Counties) by the Pacific Coast Business Times. At Glenn Burdette, we continuously seek individuals who will contribute to the ongoing growth of our legacy.

Our sustained growth and compelling client portfolio make Glenn Burdette an appealing career choice for professionals, particularly those who value the independent firm environment while seeking challenging and rewarding work. We provide an enriching career trajectory for outstanding and motivated individuals. This, combined with our competitive salary structures, contributes to our ability to retain a highly qualified and professional staff.

The Role

As a Tax Supervisor at Glenn Burdette, you will prepare and review federal, state, local and special tax returns focused on business and individual taxation, flow-through entities, closely held corporations, and tax planning. You will carry out your outstanding project management, analytical, interpersonal, and communication skills. You will participate in training and supervision of staff, conduct tax research, and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment. Openings are available in a hybrid or fully onsite environment at our San Luis Obispo, Paso Robles, and Santa Maria offices.

Key Responsibilities

• Handles full tax compliance – includ­ing the prepa­ra­tion and review of fed­er­al, mul­ti-state, Cal­i­for­nia and local returns — for income, sales, pay­roll and prop­er­ty tax­es for busi­ness, indi­vid­ual and fidu­cia­ry clients.
• Complies with federal, state, and local requirements by studying regulations; enforcing adherence to requirements; advising management on needed actions; communicating with attorneys, tax specialists and company transfer agent to ensure timely tax reporting requirements.
• Maintains professional and technical knowledge by attending educational workshops or classes, reviewing professional publications, establishing personal networks, and participating in professional societies.
• Contributes to team effort by accomplishing related results as needed, including special projects.
• Train and develop staff.
• Prioritize and manage multiple projects and deadlines.
• Communicate effectively with all levels of the firm as well as clients.

Required Qualifications

• Minimum of 4 years of tax accounting experience with individual and business tax returns.
• Excellent project management, analytical, interpersonal, and communication skills.
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines in a fast-paced, collaborative environment.
• A strong desire toward career advancement and goal toward future firm ownership.

Preferred Qualifications

• Bachelor's degree in accounting, finance, or related field.
• Working towards becoming a CPA if not already licensed. 
• Consultative/Advising Experience within Public Accounting.
• Knowledge of estate, gift, trust management, and experience with IRS and/or FTB audits.
• Proficiency in QuickBooks, CCH Axcess/Practice Management, CSI Depreciation, CaseWare, BNA Tax Planning Software, and Microsoft Office.

What We Offer

As a firm, we offer great benefits, a competitive salary and a focus on mentorship and career advancement. Headquartered in San Luis Obispo, CA with offices in Santa Maria, CA and Paso Robles, CA, Glenn Burdette is a growing accounting 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, including a CPA bonus for employees obtaining their CPA license
• 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 $105,000 - $125,000 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 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 aspiring tax professional looking for a culture that supports personal growth, collaborative relationships, and innovative minds through a flexible working environment, you may be a great fit for our team. We are looking for tax professionals that want to use their gifts and expertise to make a tangible impact. You will handle federal and state tax planning and compliance services to serve our businesses, their owners and individuals.

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

Key Responsibilities

• Prepare tax filings (1040, 1041, Partnerships, LLC, S-Corp) for business owner’s corporate and individual needs
• Review and document tax information supplied by the client and obtained open items if necessary
• Identify and communicate any tax matters to Managers, Senior Managers or the broader team
• Contribute to a team-driven environment, collaborating effectively with your team
• Begin acquiring the skills necessary to develop quality client relationships

Required Qualifications

• Bachelor's degree in accounting, finance, or related field    
• 0-2 years experience in federal and state tax compliance    
• Proficiency with Microsoft Office    
• Familiarity with tax preparation and/or accounting software    
• Strong communication skills

Preferred Qualifications

• Exposure to 1040, 1041, Partnerships, LLC, S-Corp returns
• Exposure to Thomson Reuters Ultra Tax, Fixed Assets CS, Workpapers CS, RIA Checkpoint, QuickBooks

Who We Look For

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

What We Offer

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

• Flexible PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Performance Bonus
• 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. GG Advisors hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Walter Shuffain is looking to bring on a Tax Supervisor. Supervisors at Walter Shuffain are the heart of our team. They are responsible for performing both audit and tax engagements with little supervision. They also direct and review the work of staff accountants. The ideal candidate will play a crucial role in overseeing the execution of audit and tax engagements, managing staff, and ensuring the highest level of service quality.

About Walter Shuffain: 

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

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

About Ascend:

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

Essential Functions:

• Play a key role in managing client engagements, leading teams, and ensuring the successful execution of audit and tax services.
• Plan, coordinate, and supervise the various phases of audit and tax engagements and assume responsibility for the end work product.
• Train, mentor, and evaluate junior staff members, providing guidance and support to enhance their professional growth.
• Work directly with clients throughout the engagement, including participation in client meetings, and foster client relationships throughout the year.
• Communicate effectively with clients to understand their needs and deliver exceptional service.
• Maintain the highest technical and professional standards.
• Ability to work in a dynamic environment and Oversee multiple client engagements across industries, ensuring timely and high-quality deliverables.
• Stay current on industry trends, regulatory changes, and best practices.
• Provide performance feedback and assist in staff evaluations.
• Promote a collaborative and inclusive work environment.

Education, Skills and Experience:

• 5+ years of auditing and tax experience.
• Bachelors in Accounting, CPA Certification preferred.
• Strong knowledge of accounting principles, practices, and tax regulations.
• Excellent leadership, communication, and interpersonal skills.
• Must be a team player as well as be able to supervise junior staff.

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 M&A Tax Manager to help deliver personal and experienced service to our vast array of clients.

The Role

As a Mergers & Acquisitions Tax Manager at Lucas Horsfall, you will lead and manage tax due diligence engagements for buy-side and sell-side transactions. The role will evaluate tax risks and develop tax-efficient structuring recommendations. When not handling M&A work, this role is also responsible for handling tax compliance engagements for individuals, corporations, and partnerships. You will manage clients independently and carry out your outstanding project management, analytical, interpersonal, and communication skills. You will participate in training and supervision of staff, conduct tax research, and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment.

Key Responsibilities

• Lead tax due diligence for middle-market transactions
• Conduct diligence across income tax, sales tax, property tax, payroll tax, and unclaimed property
• Prepare and present due diligence reports
• Analyze deal structures
• Support post-transaction integration
• Perform initial and/or final review of manager, tax senior, tax staff and intern work products
• Act as primary client point of contact for the firm
• Identify opportunities for value added services for clients by staying abreast of their business needs
• Coach and mentor staff to assist with enhancing their skills and further develop their career
• Anticipate, identify, and resolve complex tax-technical issues
• Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines

Required Qualifications

• Bachelor's degree in accounting, finance, or related field
• Licensed CPA or Attorney
• 5+ years of corporate tax experience
• Experience with Subchapter C, partnerships, and international tax
• Excellent project management, analytical, interpersonal, and communication skills
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
• A strong desire toward career advancement and goal toward future firm ownership

Preferred Qualifications

• Strong background in individual, corporate, and partnership taxation
• Consultative/Advising Experience
• Knowledge of CCH Axcess Tax

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 $135,000 - $200,000+ 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 BiggsKofford:

BiggsKofford is a boutique accounting firm, with approximately 50+ staff, located in Colorado since 1982. We go beyond traditional compliance work to provide our clients with a full range of services designed to help them achieve their financial goals. We focus on closely held middle-market businesses and non-profit organizations, and our forward-thinking and consultative approach helps our clients thrive through mission sustainability and long-term growth. Clients are served through creating long-term relationships and going above and beyond the typical compliance services of a traditional CPA firm.

We believe in fostering a work environment where our core values guide everything we do. Our commitment to being solution-oriented, building personal relationships, maintaining professionalism, embracing interdependence, and focusing on long-term success and growth is at the heart of our culture. We’re looking for individuals who share these values and are excited to contribute to our mission.

What you may receive: 

• A work environment built on collaboration, innovation, and trust
• Free comprehensive HMO with nominal upcharges for upscaling plans
• Dental and vision coverage
• Flextime and virtual work options (if applicable)
• Competitive 401(k) Plan featuring a company contribution regardless of individual contributions
• Paid holidays and paid time off
• Modern and participative workplace culture 

Your duties and responsibilities: 

• Building and maintaining client relationships
• Managing tax services with numerous engagements running simultaneously
• Client billing
• Develop, coach and supervise team members 
• Participate in firm growth and management
• Seek opportunities to expand learning
• Project management
• Business development
• Other duties as required 

Location/Flex options 

• Opportunity to work from Colorado Springs or Denver
• Some travel may be required with occasional work from home options
• Expected 40 hours per week with flexible start times 

To be a successful candidate, you will have: 

• Certified Public Accountant required.
• Minimum 5 – 10 years related experience.
• Exceptional verbal and written communication skills.
• Demonstrated aptitude building client relationships and leadership ability
• Working knowledge of tax software and Microsoft Office programs 

BiggsKofford Colorado Springs Location: 

630 SouthPointe Ct. #200 

Colorado Springs, CO 80906 

Phone: (719) 579-9090 

BiggsKofford Denver Location: 

6950 E Belleview Ave. #102 

Greenwood Village, CO 80111 

Phone: (720) 797-9090 

https://www.biggskofford.com/ 

https://www.linkedin.com/company/biggskofford/ 

https://www.linkedin.com/in/recruiting-biggskofford-5b6a31195/ 

https://www.youtube.com/watch?v=ugvgSLjUl_k 

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

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

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 BiggsKofford:

BiggsKofford is a boutique accounting firm, with approximately 50+ staff, located in Colorado since 1982. We go beyond traditional compliance work to provide our clients with a full range of services designed to help them achieve their financial goals. We focus on closely held middle-market businesses and non-profit organizations, and our forward-thinking and consultative approach helps our clients thrive through mission sustainability and long-term growth. Clients are served through creating long-term relationships and going above and beyond the typical compliance services of a traditional CPA firm.

We believe in fostering a work environment where our core values guide everything we do. Our commitment to being solution-oriented, building personal relationships, maintaining professionalism, embracing interdependence, and focusing on long-term success and growth is at the heart of our culture. We’re looking for individuals who share these values and are excited to contribute to our mission.

Your duties and responsibilities:

• Preparation and review of complex tax advisory services and planning
• Engaging in consulting and special projects as assigned by Directors and Clients
• Reporting to Directors and Managers and effectively taking directions
• Reviewing and managing staff deliverables, including tax returns, tax planning and other areas of compliance for all entity types and individuals
• Help manage client relationships as assigned by Directors and Managers
• Providing value-added client service
• Participating in community involvement activities
• Assist in managing, developing and coaching professional tax staff
• Strong sense of ownership for delivering unmatched client service and excellent supervisory, team building and team management skills
• High company growth and opportunity for advancements and promotion

Location/Flex options

• Opportunity to work from Colorado Springs or Denver
• Some travel may be required with occasional work from home options
• Expected 40 hours per week with flexible start times

To be a successful candidate, you will have:

• A BA/BS degree in accounting; Master’s degree a plus
• CPA License a plus
• Proficiency using Microsoft Office, ProSystems, and Adobe
• Good time management and organizational skills
• Excellent written and verbal communication skills
• Proficiencicy in QuickBooks (at a minimum must have sound knowledge of basic functionality)

The annual base salary range for this role is $80,000-$100,000. This range includes the anticipated low and high end the salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level. 

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

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 HD Growth Partners

At HD Growth Partners, we’re a team driven by curiosity, ambition, and a genuine desire to make a difference. We bring together diverse talents to deliver meaningful results—and we’re always learning and evolving along the way. Every day, we strive to align with our clients and help them reach their goals. We’re committed to empowering our team to shape their own professional journeys while nurturing their personal growth —because we believe that who you are outside of work is just as important as who you are at work. We’re not your average accounting firm, and we take great pride in that. We're deeply invested in making a meaningful impact on our community—and we have a lot of fun while doing it!

Position Purpose

The Senior Tax Manager is a key leader within the firm’s tax practice and is responsible for managing client relationships, overseeing complex tax engagements, reviewing work performed by staff, and ensuring the delivery of high-quality tax services. This role requires strong technical expertise, excellent communication skills, and the ability to mentor and develop a highperforming team. The Senior Tax Manager will work closely with partners to identify planning opportunities, support business development efforts, and contribute to the continued growth of the practice.

Position Responsibilities

Client Management & Advisory

• Serve as the primary point of contact for clients, providing exceptional service and proactive tax guidance.
• Manage a portfolio of clients, including individuals, partnerships, corporations, S-corporations, and trusts.
• Identify tax-planning opportunities and advise clients on strategies to minimize tax liabilities.
• Build and maintain strong client relationships to support retention and growth.

Tax Compliance & Review

• Oversee and review complex federal, state, and local tax returns prepared by staff and senior-level team members.
• Manage tax engagements from start to finish, ensuring compliance and timely delivery.
• Perform high-level technical reviews and ensure accuracy and completeness of all tax filings.
• Research complex tax issues and prepare technical memoranda to support firm positions.

Leadership & Team Development

• Lead, coach, and mentor staff, seniors, and supervisors to support their professional development.
• Provide constructive feedback through formal and informal performance evaluations.
• Manage workflow, staffing, and deadlines to ensure projects are completed efficiently.
• Participate in training initiatives and help grow the technical knowledge of the tax team.

Practice Growth & Business

• Development Collaborate with partners on proposals, presentations, and engagement scoping.
• Identify cross-selling opportunities and contribute to expanding client relationships.
• Participate in networking, professional associations, and community events to support business development efforts.

Quality & Risk Management

• Ensure compliance with firm policies, professional standards, and regulatory requirements.
• Maintain thorough documentation and support for tax positions.
• Stay current on tax law changes and communicate relevant updates to clients and internal teams.

Qualifications

• 7+ years of progressive tax experience in public accounting.
• Demonstrated success managing complex tax engagements and client relationships
• Strong technical knowledge of federal and multi-state tax laws
• Learning mindset
• Patience with staff and clients

Skills and Competencies

• Excellent leadership, communication, and interpersonal skills
• Strong analytical and problem solving abilities
• Ability to manage multiple priorities in a fast pace environment
• High proficiency with tax software. 

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.

Are you driven by making a real impact—helping individuals and businesses thrive financially? Do you excel in a people-first culture where integrity, innovation, and excellence aren’t just values—they’re how we work every day? 
At PP&Co, we’re not just looking for a tax expert—we’re looking for a trusted advisor, a leader, and a collaborator. 

Who We Are: At PP&Co, we are dedicated to empowering individuals, closely held businesses, and high-net-worth individuals to reach their financial goals. And now, we are taking our commitment to excellence to a new level. In February 2024, we made the strategic decision to join Ascend – a tax, accounting, and advisory platform that partners with entrepreneurial CPAs to usher in their next stage of growth. With Ascend’s shared resources and partnerships, PP&Co is well-positioned for strong innovation and growth in the future.   

Why Join Us: As a member of our award-winning firm, you'll have the opportunity to grow both personally and professionally. Our friendly and high-integrity team members create a supportive environment where you can thrive and make a real impact. We believe in investing in our team's development and providing ample opportunities for career advancement. We foster a collaborative culture where every voice is heard and valued. You'll have the opportunity to work closely with colleagues and contribute your ideas to meaningful projects and initiatives. 

Position: Tax Manager - Real Estate focused
 
Are you a seasoned tax professional ready to take your career to the next level? Do you thrive in a collaborative, client-focused environment where your expertise is valued, and your leadership drives results? 

At PP&Co, we’re looking for an experienced Tax Manager who brings both technical excellence and a passion for guiding clients toward financial success. If you’re seeking a firm where your voice matters, your career can grow, and your work makes a difference 

Pacific or Central Time candidates are preferred for remote candidates. 

Responsibilities:

• Manage and review complex income tax returns and workpapers for individuals, partnerships, corporations (C and S), fiduciaries, estates, and CA LLCs. 
• Lead client engagements, overseeing tax planning, compliance, and provision services across diverse industries.
• Prepare and review federal, state, and local tax filings, including Forms 1065, 1120, 1040, and 1041.
• Assist with tax structuring and planning for real estate transactions, including 1031 exchanges, joint ventures, capital events, and exit strategies.
• Support high-net-worth individuals (HNWIs) with income tax optimization, charitable giving, estate planning, and wealth transfer strategies.
• Conduct tax research, prepare technical memoranda, and assist with IRS and state audit responses.
• Manage K-1 reporting, partner capital accounts, and basis tracking for complex ownership structures.
• Build and maintain strong client relationships through effective communication, timely service delivery, and project management.
• Serve as a trusted advisor by identifying tax risks, consulting opportunities, and offering practical, business-focused solutions.
• Supervise, mentor, and develop junior staff to foster a collaborative, high-performing team.
• Ensure timely and accurate preparation, review, and filing of all required tax forms.
• Contribute to business development initiatives and departmental process improvements.
• Collaborate with cross-functional teams on complex tax provisions and related accounting issues.
• Assist with engagement management, including budgeting, billing, scheduling, and identifying opportunities for expanded client services.
• Perform additional duties and special projects as needed. 

Qualifications: 

• Bachelor's degree in Accounting or related field
• CPA License Preferred  
• Minimum of 5 years of experience in tax accounting
• Advance knowledge of partnership tax, real estate taxation, and relevant tax compliance issues.
• Excellent communication, leadership and organizational skills
• Experience managing tax engagement and supervising staff
• Ability to work effectively in a team environment 

What We Offer: 

• Competitive salary and benefits package
• Comprehensive health, dental, and vision insurance
• 401(k) with firm matching
• Opportunities for professional development and career growth
• A collaborative and supportive work culture
• Meaningful work that makes a difference in our clients' lives
• Proficient in accounting and tax software; experience with QuickBooks, CCH Axcess & Engagement preferred 

The annual base salary range for this role is $130,000-$160,000. This range includes the anticipated low and high end the salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level. 

Join us in our mission to empower financial success and make a positive impact in the lives of our clients. Apply now to be part of our dynamic team at PP&Co! 

Are you driven by making a real impact—helping individuals and businesses thrive financially? Do you excel in a people-first culture where integrity, innovation, and excellence aren’t just values—they’re how we work every day? 
At PP&Co, we’re not just looking for a tax expert—we’re looking for a trusted advisor, a leader, and a collaborator. 

Who We Are: At PP&Co, we are dedicated to empowering individuals, closely held businesses, and high-net-worth individuals to reach their financial goals. And now, we are taking our commitment to excellence to a new level. In February 2024, we made the strategic decision to join Ascend – a tax, accounting, and advisory platform that partners with entrepreneurial CPAs to usher in their next stage of growth. With Ascend’s shared resources and partnerships, PP&Co is well-positioned for strong innovation and growth in the future.   

Why Join Us: As a member of our award-winning firm, you'll have the opportunity to grow both personally and professionally. Our friendly and high-integrity team members create a supportive environment where you can thrive and make a real impact. We believe in investing in our team's development and providing ample opportunities for career advancement. We foster a collaborative culture where every voice is heard and valued. You'll have the opportunity to work closely with colleagues and contribute your ideas to meaningful projects and initiatives. 

Position: Tax Manager - Real Estate focused
 
Are you a seasoned tax professional ready to take your career to the next level? Do you thrive in a collaborative, client-focused environment where your expertise is valued, and your leadership drives results? 

At PP&Co, we’re looking for an experienced Tax Manager who brings both technical excellence and a passion for guiding clients toward financial success. If you’re seeking a firm where your voice matters, your career can grow, and your work makes a difference 

Pacific or Central Time candidates are preferred for remote candidates. 

Responsibilities:

• Manage and review complex income tax returns and workpapers for individuals, partnerships, corporations (C and S), fiduciaries, estates, and CA LLCs. 
• Lead client engagements, overseeing tax planning, compliance, and provision services across diverse industries.
• Prepare and review federal, state, and local tax filings, including Forms 1065, 1120, 1040, and 1041.
• Assist with tax structuring and planning for real estate transactions, including 1031 exchanges, joint ventures, capital events, and exit strategies.
• Support high-net-worth individuals (HNWIs) with income tax optimization, charitable giving, estate planning, and wealth transfer strategies.
• Conduct tax research, prepare technical memoranda, and assist with IRS and state audit responses.
• Manage K-1 reporting, partner capital accounts, and basis tracking for complex ownership structures.
• Build and maintain strong client relationships through effective communication, timely service delivery, and project management.
• Serve as a trusted advisor by identifying tax risks, consulting opportunities, and offering practical, business-focused solutions.
• Supervise, mentor, and develop junior staff to foster a collaborative, high-performing team.
• Ensure timely and accurate preparation, review, and filing of all required tax forms.
• Contribute to business development initiatives and departmental process improvements.
• Collaborate with cross-functional teams on complex tax provisions and related accounting issues.
• Assist with engagement management, including budgeting, billing, scheduling, and identifying opportunities for expanded client services.
• Perform additional duties and special projects as needed. 

Qualifications: 

• Bachelor's degree in Accounting or related field
• CPA License Preferred  
• Minimum of 5 years of experience in tax accounting
• Advance knowledge of partnership tax, real estate taxation, and relevant tax compliance issues.
• Excellent communication, leadership and organizational skills
• Experience managing tax engagement and supervising staff
• Ability to work effectively in a team environment 

What We Offer: 

• Competitive salary and benefits package
• Comprehensive health, dental, and vision insurance
• 401(k) with firm matching
• Opportunities for professional development and career growth
• A collaborative and supportive work culture
• Meaningful work that makes a difference in our clients' lives
• Proficient in accounting and tax software; experience with QuickBooks, CCH Axcess & Engagement preferred 

The annual base salary range for this role is $130,000-$160,000. This range includes the anticipated low and high end the salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level. 

Join us in our mission to empower financial success and make a positive impact in the lives of our clients. Apply now to be part of our dynamic team at PP&Co! 

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 Tax Supervisor. We seek an energetic, self-motivated professional with a genuine desire to embrace this challenging career opportunity to work in a team-oriented environment while taking on a variety of assignments. Qualified individuals will have the opportunity to join our employee friendly corporate culture.

What You’ll Do:

• Prepare, review and submit simple to complex tax returns for various clients.
• Handle communication from clients and tax authorities. Advise clients on tax strategies.
• Audit all tax forms for completeness and accuracy.
• Provide future tax planning to clients.
• Analyze tax data submitted by the client to maximize the outcome for the client.
• Research new tax trends and regulations.
• Ensure compliance with government tax rules.
• Train and mentor tax staff; Support the growth and development of team members.
• Manage multiple assignments inside an engagement.
• Communicate with Managers and Partner on work status and client issues that arise.

Qualifications:

• 5-7 years’ experience as a Tax Preparer or a similar role.
• Bachelor’s Degree in Accounting or related discipline, Masters in Taxation preferred.
• CPA preferred.
• Knowledge of tax preparation software. Knowledge of CCH ProSystem or Axcess and Document a plus.
• Advanced MS Office skills (particularly in using Excel).
• Comprehensive understanding of government tax laws.
• Effective verbal and written communication skills.
• Solid analytical, mathematical, and research skills.
• Time management and ability to meet deadlines.
• Strong organizational skills and ability to multitask.
• 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 & hybrid options to accommodate a work-life balance.

The annual base salary range for this role is $115,000-140,000. 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.

LMC is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. LMC makes hiring decisions based solely on qualifications, merit, and business needs at the time.

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 Tax Staff. We seek an energetic, self-motivated professional with a genuine desire to embrace this challenging career opportunity to work in a team-oriented environment while taking on a variety of assignments. Qualified individuals will have the opportunity to join our employee friendly corporate culture.

What You’ll Do:

• Prepare and submit simple to complex tax returns for various clients.
• Audit all tax forms for completeness and accuracy.
• Provide future tax planning to clients.
• Analyze tax data submitted by the client to maximize the outcome for the client.
• Research new tax trends and regulations.
• Ensure compliance with government tax rules.
• Train and mentor tax interns; Support the growth and development of team members.
• Manage multiple assignments inside an engagement.
• Communicate with Seniors, Supervisors, Managers and Partner on work status and client issues that arise.

Qualifications:

• 1-3 years’ experience as a Tax Preparer or a similar role.
• Bachelor’s Degree in Accounting or related discipline, Masters in Taxation a plus.
• CPA preferred.
• Knowledge of tax preparation software. Knowledge of CCH ProSystem or Axcess and Document a plus.
• Advanced MS Office skills (particularly in using Excel).
• Comprehensive understanding of government tax laws.
• Effective verbal and written communication skills.
• Solid analytical, mathematical, and research skills.
• Time management and ability to meet deadlines.
• Strong organizational skills and ability to multitask.
• 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 & hybrid options to accommodate a work-life balance.

The annual base salary range for this role is $70,000-90,000. 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.

LMC is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. LMC makes hiring decisions based solely on qualifications, merit, and business needs at the time.

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 Tax Senior Manager in our Real Estate practice. We seek an energetic, self-motivated professional with a genuine desire to embrace this challenging career opportunity to work in a team-oriented environment while taking on a variety of assignments. Qualified individuals will have the opportunity to join our employee friendly corporate culture.

What You’ll Do:

• Primary client contact and liaison; communicate effectively with clients and develop positive relationships with client personnel
• Top review of returns, workpapers and issues within our Real Estate Group
• Handle communication from clients and tax authorities. Advise clients on tax strategies.
• Provide future tax planning to clients.
• Interpret wills and trust documents
• Analyze tax data submitted by the client to maximize the outcome for the client.
• Research new tax trends and regulations.
• Ensure compliance with government tax rules.
• Supervise, train and mentor tax staff; Support the growth and development of team members
• Manage multiple assignments inside an engagement.
• Communicates with Partner on work status and client issues that arise

Qualifications:

• Experience working with Real Estate Clients
• Bachelor’s or Master's Degree in tax or accounting
• Minimum of 10 years of tax consulting/compliance experience in public accounting
• Minimum of 2 years in a managerial role involving clients and team members
• Advanced understanding of federal and state tax laws and regulations
• Strong research and analytical skills
• Ability to fully manage client relationships on behalf of the firm
• Ability to work independently, but also work well with others
• Strong interpersonal and relationship building skills
• Excellent verbal and written communication skills
• Advanced knowledge of applicable accounting software, CCH Axcess & Engagement preferred

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 $200,000-250,000. 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.