Ascend Group

• Serve as the primary advisor on complex federal and California tax engagements for closely held pass-through entities and their owners.
• Ensure the team delivers accurate, timely returns, projections, and estimates.
• Own a portfolio of client relationships.
• Build long-term client loyalty through proactive communication, sound judgment, technical depth, and responsive service.
• Supervise, mentor, and develop senior associates, supervisors, and managers.
• Help team members set goals, navigate complex engagements, strengthen their technical skills, and continue advancing in their careers.
• Contribute to the continued growth of the tax practice by identifying planning opportunities, supporting business development, and collaborating across tax, audit, and other service lines.

Senior Tax Manager – Partner Track, Pass-Through Entities, Business Owners

IT Support

• Managing client relationships
• Supervising, reviewing, and providing on-the-job training for staff
• Performing all tasks of the assurance engagements when needed
• Leading client engagements and ensuring a high degree of accuracy and timeliness of audit engagements
• Delivering quality internal and external client service
• Focusing on solutions and problem solving creatively to assist team members in achieving department goals

Audit Manager

• Perform initial and/or final review of manager, tax senior, tax staff and intern work products.
• Act as primary client point of contact for the firm.
• Identify opportunities for value added services for clients by staying abreast of their business needs.
• Communicate staffing and workload issues to Resource Planning.
• Review and confirm assignment objectives, scope, and work plan with client.
• Resolve work product issues using firm resources.
• Contribute to the development and management of comprehensive strategies to identify and meet all client needs.
• Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
• Coach and mentor staff to assist with enhancing their skills and further develop their career.
• Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients.
• Support the partner team in the development and planning of strategy, objectives, and budgets.
• Prepare and/or review monthly client bills.
• Anticipate, identify, and resolve complex tax-technical issues.
• Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines.
• Support business development efforts by nurturing existing relationships and helping to identify new client opportunities

Tax Manager, Auto Dealerships

• Perform initial and/or final review of manager, tax senior, tax staff and intern work products.
• Act as primary client point of contact for the firm.
• Identify opportunities for value added services for clients by staying abreast of their business needs.
• Communicate staffing and workload issues to Resource Planning.
• Review and confirm assignment objectives, scope, and work plan with client.
• Resolve work product issues using firm resources.
• Contribute to the development and management of comprehensive strategies to identify and meet all client needs.
• Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
• Coach and mentor staff to assist with enhancing their skills and further develop their career.
• Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients.
• Support the partner team in the development and planning of strategy, objectives, and budgets.
• Prepare and/or review monthly client bills.
• Anticipate, identify, and resolve complex tax-technical issues.
• Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines.
• Participate in business development efforts by nurturing existing relationships and helping to identify new client opportunities

Senior Tax Manager, Auto Dealerships

• Assist in ongoing tax planning and coordination of client engagements.
• Conduct detailed and technical review of complex federal, state, and multi-state tax returns with an emphasis on flow-through entities
• Communicate efficiently and effectively with our team on client issues that arise and ensure deadlines are met
• Research tax law updates
• Research complex tax issues, provide recommendations to the team, and ensure compliance with regulations
• Assist in team technical skill development
• Continue to foster client relationships and serve as trusted advisor to client’s business office staff by delivering superior services and timely responses

Tax Manager

• Tax Consulting and Compliance: This position will work directly with clients assisting them with their planning and lead and ensure the team maintains a high degree of accuracy and timeliness of the preparation of tax returns, estimates and projections.
• Team Leadership: Work to ensure your team is engaged and excited by listening and assisting in the development of team members’ goals to meet department objectives while also providing opportunities for them to grow.
• Client Service: Deliver quality internal and external client service, in accordance with the Firm’s values, in order to build and maintain client loyalty and teamwork by contributing to a positive client and team member experience.
• Continuous Process Improvement: Focus on solutions and problem solving creatively in order to help make timely decisions by translating requests into action.

Senior Tax Manager

• Prepare and review tax returns for Individuals, Corporations, S-Corporations, Partnerships, Trusts, and Estates.
• Must be able to work independently as well as within a team.
• Tax Supervisor must be professional at all times and will have recurring direct client contact.
• This position involves critical thinking and attention to detail.
• The ideal candidate must be able to work rapidly, accurately, and under pressure during tax season to meet tight deadlines.
• Increased complexity level of projects. Must demonstrate ability to take a messy trial balance and provide AJEs to correct it.
• Prepare complete and accurate returns. Review others’ returns.
• Prepare documentation to support tax return calculations.
• Ability to mentor a team of Associates and Seniors.
• Reviewing data input, identifying, and resolving technical issues.
• Work closely with managers and partners and keep team informed on status.
• Increased level of client communication while working on their tax return, and potentially throughout multiple years.
• Understand federal, state, and local tax codes.
• Show what you know! You have the knowledge—now apply it to real life situations. Thinking outside of the box is encouraged as well.
• Share your ideas and opinions with your team.
• Attend professional development and training sessions on a regular basis and apply what you learn to your assigned tasks.

Tax Supervisor

• Prepare and review tax returns for Individuals, Corporations, S-Corporations, Partnerships, Trusts, and Estates.
• Must be able to work independently as well as within a team.
• Senior Tax Associate must be professional at all times and will have recurring direct client contact.
• This position involves critical thinking and attention to detail.
• The ideal candidate must be able to work rapidly, accurately, and under pressure during tax season to meet tight deadlines.

Tax Senior

• Manage client portfolio, consistently delivering high-quality service.
• Ensure accuracy and compliance with the preparation, review, and timely filing of all tax forms.
• Perform initial and/or final review of manager, tax senior, tax staff and intern work products.
• Enhance efficiency across project initiatives.
• Contribute to team empowerment & professional development by providing mentorship and supportive guidance.
• Stay up to date with tax regulations, conduct diligent research, and provide consultation on intricate tax matters.
• Contribute to business development and departmental efficiency enhancements.

Senior Tax Manager, Trust & Estate

Controller

• Developing work plans, project timelines, and key milestones
• Performing/reviewing core functions of client finance and accounting operations: account reconciliations, payroll, month-end close procedures, preparation of financial statements, etc.
• Performing Outsourced Controller services
• Supervising a totally remote accounting staff, including training as needed
• Communicating frequently and effectively with client contacts
• Identifying client issues/deficiencies and assist with recommending solutions
• Overall day-to-day management and oversight of client engagements and our teams
• Onboarding new clients
• Performing/reviewing balance sheet account reconciliations
• Reviewing client financial information and general ledger detail for the purposes of completeness, accuracy, and proper account classification
• Preparing financial statements and key management reports for reporting purposes

• Prepare complete and accurate tax returns for Individuals, Corporations, S-Corporations, Partnerships, Trusts, and Estates.
• Review tax returns prepared by others.
• Prepare documentation to support tax return calculations.
• Mentor a team of Associates, Seniors, and Supervisors.
• Review data input, identifying, and resolving technical issues.
• Work closely with partners and keep team informed on status.
• Increase level of client communication while working on their tax returns, and potentially throughout multiple years.
• Understand federal, state, and local tax codes.
• Apply knowledge to real life situations, encouraging thinking outside of the box.
• Share ideas and opinions with your team.
• Attend professional development and training sessions regularly and apply what you learn to assigned tasks.

Family Services Tax Manager

• Lead the preparation, review, and delivery of all international tax compliance filings, including Forms 5471, 8865, 8858, 8992 (GILTI), 8993 (FDII), and related schedules.
• Ensure accurate and timely reporting for Controlled Foreign Corporations (CFCs), Passive Foreign Investment Companies (PFICs), and other foreign entities and subsidiaries.
• Manage Subpart F income analysis, GILTI computations, foreign tax credit calculations, and treaty-based reporting positions.
• Oversee compliance with FATCA, FBAR, and other international information reporting requirements.
• Review and coordinate international components of business entity returns (partnerships, S-corps, C-corps) with strong attention to inbound transaction reporting.

International Tax Manager

• Managing client relationships
• Supervising, reviewing, and providing on-the-job training for staff
• Performing all tasks of the assurance engagements when needed
• Leading client engagements

Senior Tax Manager – Partner Track, Pass-Through Entities, Business Owners

Audit Manager

Tax Manager, Auto Dealerships

Senior Tax Manager, Auto Dealerships

Tax Manager

Senior Tax Manager

Tax Manager

Tax Supervisor

Tax Senior

Senior Tax Manager, Trust & Estate

Controller

Family Services Tax Manager

International Tax Manager

Senior Audit Manager