Jobs at Ascend (ascendtogether.com)

Serve as outsourced CFO for a portfolio of clients, leading forecasting, budgeting, cash flow strategy, KPI/dashboard creation, financial statement analysis, process improvement, systems evaluation/implementation, change management, and pre-acquisition diligence while managing client relationships and coordinating with internal and global teams.

Lead international and U.S. tax engagements for multinational and high-net-worth clients, advising on cross-border transactions, treaty planning, entity structuring, and global compliance. Oversee preparation and review of filings (including Form 5471), mentor staff, support business development, and collaborate with internal teams and external advisors to implement tax strategies.

Lead and manage federal and state tax compliance and advisory engagements for diverse clients. Review complex returns, identify tax planning opportunities, maintain client relationships, supervise and mentor staff, manage engagement budgets and timelines, and collaborate with CAAS, Audit, and Advisory teams to ensure accurate, timely delivery and compliance.

Manage a national client tax portfolio, ensure accurate tax preparation and timely filings, review staff work, research complex tax issues, provide strategic tax advice, mentor team members, and support business development and process improvements.

Manage a national tax client portfolio, ensure accurate and timely tax filings, review staff work, research complex tax issues, provide strategic tax and risk guidance, mentor team members, and contribute to business development and efficiency improvements.

Provide front-desk and administrative support including greeting clients, answering phones, handling mail/packages, scanning and assembling tax documents, processing client payments and deposits, maintaining office organization and shared spaces, assisting with events and batch client communications, supporting firm professionals and admin teams, and completing special projects as assigned.

Prepare federal and state (including multistate) tax returns for individuals and entities; apply basic accounting analysis to returns; conduct tax research; support senior staff in engagements; track engagement status; collaborate across teams; receive mentorship and build foundational tax compliance and client communication skills.

Manage and review complex federal, state, and local tax engagements for individuals and closely held businesses; serve as primary client advisor; mentor and review staff work; ensure timely, accurate compliance; identify tax planning opportunities; support business development and collaborate with firm leadership to drive client and firm growth.

Provide front‑office support to ensure a professional, organized workplace: manage common areas, conference rooms, mail and vendor relationships; greet callers and visitors; handle client document logistics; support events and intranet; assist with desk assignments and office operations.

Prepare and review federal and state tax returns for individuals and entities, analyze tax positions, prepare workpapers, research complex issues, manage multiple engagements, mentor staff, liaise with clients and cross-functional teams, and ensure compliance with tax laws.

Provide administrative support to Tax Principals, Directors, Managers, and staff: manage client onboarding and documents, coordinate engagement letters and organizers, process and scan files, manage outsourcing and mailings, support special projects, cross-train, and deliver high-quality client service in a fast-paced tax operations environment.

The Tax Manager will oversee a client portfolio, ensure tax compliance, mentor team members, and deliver strategic tax solutions, while remaining proactive in enhancing service delivery.

Prepare and review complex tax returns and advisory services, manage and coach tax staff, support client relationships, perform tax planning and consulting projects, and ensure high-quality deliverables.

The CAAS Senior assists clients with accounting services, interprets financial information, prepares financial statements, manages cash, and trains staff for exceptional client service.

Ascend seeks applicants for future opportunities in accounting, operations, or administrative support across partner firms, encouraging general applications to remain connected with the recruiting team.

Prepare and review tax returns (individuals, corporations, S-corps, partnerships, trusts, estates); correct trial balances and create AJEs; document tax calculations; mentor associates; communicate with clients; ensure compliance with federal, state, and local tax codes; work independently and in teams during busy season to meet deadlines.