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.

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.

About Ascend

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

About Tronconi Segarra & Associates

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

The Team You Will Join

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

The Opportunity

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

How You’ll Help Us Build a Confident Future:

Practice Management

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

Business Development

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

Client Engagement

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

Team Leadership & Culture

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

Strategic Operations & Systems

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

What You Need to Succeed (Required Qualifications):

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

What Will Give You an Edge (Additional Skills)

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

Success Measures

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

The annual base salary range for this role is $140,000-$160,000. This range includes the anticipated low and high end of TSA’s salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.

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