Ascend · 4 months ago
Tax Senior Manager (Real Estate)
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff
$200K/yr - $250K/yr
10+ years expAscend is a modern platform for regional accounting firms that empowers entrepreneurial CPAs. They are seeking a Tax Senior Manager in their Real Estate practice, responsible for managing client relationships, overseeing tax returns, and providing strategic tax planning while mentoring junior staff.
AdviceConsultingFinance
Responsibilities
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 Trust and 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
Qualification
Required
Experience working with High Net Worth clients, specifically working with Trust and Estates
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
Preferred
Advanced knowledge of applicable accounting software, CCH Axcess & Engagement preferred
Benefits
Flexible hours & remote or hybrid options to accommodate a work-life balance
Competitive compensation and benefits package
Company
Ascend
Ascend is a consulting firm that helps CPAs reach their goals.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2.02M2025-02-14Seed· $2.02M
Leadership Team
Erin Stahmer
Co-Founder & Chief People Officer
David Fulcher
Chief Financial Officer
Company data provided by crunchbase