Ascend (ascendtogether.com) Benefits Overview

Prepares federal, state, and multistate tax returns for individuals, corporations, partnerships, trusts, and operating businesses. Conducts tax research, supports senior staff with client engagements, tracks engagement progress, collaborates across accounting teams, and develops foundational tax compliance and client communication skills through mentorship and training.

Oversee complex individual and business tax engagements, including preparation and review of federal, state, and local returns. Manage client relationships, provide technical tax guidance, mentor staff, ensure timely and accurate deliverables, and identify tax planning and business development opportunities. The role serves high-net-worth individuals and closely held businesses while staying current with tax laws and supporting firm growth.

Supports the Tax Department with administrative operations, including client onboarding, database maintenance, engagement letters, tax organizers, document collection and processing, outsourcing coordination, mailing, and client support. The role requires managing confidential information, multitasking in a deadline-driven environment, collaborating across teams, and providing backup support. Additional hours may be required during peak tax seasons.