Ascend · 17 hours ago
Administrative Specialist
Buffalo, NY
Full-time
Onsite
New Grad, Entry Level
$55K/yr - $65K/yrAscend is a transformative platform for accounting professionals, focused on enhancing work-life balance and career advancement. The Tax Administrative Specialist will support the operational and administrative needs of the Tax Practice Area, assisting with client onboarding, document management, scheduling, and billing coordination to ensure exceptional client service.
AdviceConsultingFinance
Responsibilities
Support client onboarding for the Tax Practice, ensuring accurate setup in CCH Axcess with complete required fields (e.g., email, engagement details)
Help with document collection, upfronting, scanning, and final delivery of tax engagements
Coordinate sign-off and delivery processes for client deliverables
Assist tax professionals with client communications and document preparation
Support scheduling and coordination of client meetings, ensuring all necessary documentation is prepared in advance
Assist with directing client inquiries and provide timely responses to maintain client satisfaction
Support client meeting preparation and ad-hoc engagement needs
Ensure timely delivery of tax returns via Safesend, binding, mail, and e-filing
Perform general administrative duties, including data entry, filing, scanning, and backup receptionist coverage during breaks
Support the Practice Area Manager in departmental initiatives and priorities
Organize and maintain accurate client records in firm systems
Support data collection, document scanning, and client follow-ups for tax engagements
Qualification
Required
High school diploma or Associate's Degree
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
Strong organizational skills and attention to detail
Excellent verbal and written communication skills
Ability to work independently and as part of a team
Professional demeanor and high level of integrity
Preferred
Experience in a Certified Public Accounting or tax preparation environment
Familiarity with Practice Management Systems (e.g., CCH Axcess)
Strong problem-solving skills and ability to manage multiple priorities
Company
Ascend
Ascend is a consulting firm that helps CPAs reach their goals.
Founded in 2023
1001-5000 employees
H1B Sponsorship
Ascend has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (11)
2024 (16)
2023 (12)
2022 (9)
2021 (11)
2020 (6)
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