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Ascend · 1 week ago

Tax Manager

New York, NY

Full-time

Hybrid

Senior Level

$150K/yr - $185K/yr

7+ years exp

Ascend is an innovative growth platform for regional accounting firms, and they are seeking a Tax Manager to drive excellence and accuracy in their tax advisory services. The role involves managing client relationships, overseeing tax compliance, and mentoring staff to support the company's growth ambitions.

AdviceConsultingFinance

Responsibilities

Primary client contact and liaison; communicate effectively with clients and develop positive relationships with client personnel

Review of returns, workpapers and issues

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

Tax consulting experienceFederalState tax lawsClient relationship managementAccounting software proficiencyResearchAnalytical skillsInterpersonal skillsVerbal communication skillsWritten communication skills

Required

Bachelor's or Master's Degree in tax or accounting

Minimum of 7 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.

Founded in 2023

Alexandria, Virginia, USA

1001-5000 employees

https://ascendtogether.com

Funding

Current Stage

Late Stage

Total Funding

$2.02M

2025-02-14Seed· $2.02M

Leadership Team

Erin Stahmer

Co-Founder & Chief People Officer

David Fulcher

Chief Financial Officer

Company data provided by crunchbase