Tax Semi-Senior (Hybrid) jobs in United States
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Ascend · 3 months ago

Tax Semi-Senior (Hybrid)

Ascend Together is a company that empowers entrepreneurial CPAs to reach their goals through an innovative growth model. They are seeking a Tax Semi-Senior who will prepare and submit tax returns, advise clients on tax strategies, and ensure compliance with government tax rules while working in a team-oriented environment.

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Responsibilities

Prepare 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

Qualification

Tax preparationCPA certificationTax preparation softwareAdvanced MS ExcelGovernment tax lawsAnalytical skillsEffective communicationTime managementOrganizational skills

Required

2+ years' experience as a Tax Preparer or a similar role
Bachelor's Degree in Accounting or related discipline
Knowledge of tax preparation software
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

Preferred

Masters in Taxation
CPA
Knowledge of CCH ProSystem or Axcess and Document

Benefits

Competitive compensation and benefits package
Flexible hours & hybrid options to accommodate a work-life balance

Company

Ascend

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Ascend is a consulting firm that helps CPAs reach their goals.

Funding

Current Stage
Late Stage
Total Funding
$2.02M
2025-02-14Seed· $2.02M

Leadership Team

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Erin Stahmer
Co-Founder & Chief People Officer
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David Fulcher
Chief Financial Officer
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Company data provided by crunchbase