Ascend Group

• Lead tax due diligence for middle-market transactions
• Conduct diligence across income tax, sales tax, property tax, payroll tax, and unclaimed property
• Prepare and present due diligence reports
• Analyze deal structures
• Support post-transaction integration
• 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
• Coach and mentor staff to assist with enhancing their skills and further develop their career
• Anticipate, identify, and resolve complex tax-technical issues
• Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines

M&A Tax Manager

People Operations

• Lead People due diligence, partnering with benefits and legal vendors to identify key risks, issues, and areas for opportunity and mitigation
• Develop the integration project plan, including timeline and deliverable milestones, and manage people integration from LOI signing through three months post-close in Microsoft Planner
• Manage the harmonization of HR policies, practices, compensation, HR technology, and benefits across the partner firm and Ascend
• Gather, organize, and migrate employee data from the acquired firm, ensuring accurate and complete employee information transfer
• Own execution of the Platform Integration Playbook and the Add-On Playbook as part of the TST (Technology Stack Transition) process
• Lead change management initiatives that ensure smooth transitions, focusing on employee engagement, communication, and reduced disruption throughout integration
• Act as a cultural ambassador, conducting cultural due diligence and leading efforts to integrate and unify organizational cultures
• Serve as the point of contact for employees from the acquired firm, addressing questions and concerns regarding integration, policies, and HR processes
• Track employee sentiment through surveys and feedback tools, escalating concerns to senior HR leadership when necessary
• Organize integration-related events, workshops, and training sessions that foster a smooth cultural transition, including open enrollments, system trainings, and HR Lead trainings
• Establish post-acquisition onboarding and engagement programs, partnering with the Employee Experience Manager to integrate new employees
• Ensure all HR processes during M&A comply with local labor laws, regulatory requirements, and internal policies through structured due diligence analysis
• Identify and mitigate risks associated with HR integration, including legal, compliance, and employee relations challenges
• Manage the seamless integration of Workday between the two entities, ensuring proper data migration
• Troubleshoot HR system issues that arise during the transition and coordinate with IT and HRIS teams to ensure smooth adoption of systems by employees from the acquired firm
• Partner closely with Finance, Legal, IT, and Operations to ensure smooth HR integration, serving as the HR representative on the M&A integration leadership team for talent and workforce matters
• Lead cross-functional HR workstreams to ensure successful execution of integration plans
• Track and report on HR integration progress against key indicators including retention rates, employee satisfaction, and cultural alignment
• Provide regular updates to senior leadership, identifying risks and proposing mitigation strategies as needed.

Manager, People Integrations

Manager

• Proactively build relationships and serve as a trusted advisor to our clients, offering accurate recommendations and considerations
• Execute on standardized deliverables packages including regular client meetings, general accounting & bookkeeping, complex financial statement preparation and analysis, cash flow management, and auditor management
• Monitor WIP within engagement to ensure that work is being completed within budgeted time period
• Coach and develop a team of staff and senior accountants, providing actionable feedback and development opportunities
• Identify opportunities to cross sell existing clients by partnering with leaders from other service lines

Senior Manager

Supervisor

• lead and mentor a growing team of Family Services Associates and Seniors.
• collaborate with partners and managers on client engagements, timelines, and deliverables.
• prepare and review trust financial statements on an income tax basis, modified accrual basis, and/or statutory basis.
• oversee the preparation and review of tax returns with a high level of accuracy and due diligence.
• prepare documentation to support tax return calculations.
• review work for technical accuracy and resolve complex accounting and tax issues.
• run quarterly, monthly, and annual reports.
• conduct cash management as needed.
• lead or participate in special client projects as needed.
• communicate appropriately with clients while working on their engagement.
• stay current with relevant tax codes and accounting standards.
• use and maintain systems such as Sage Intacct and Bill.com.
• apply knowledge to real-life situations—thinking outside of the box is encouraged.
• share ideas and opinions with your team.
• attend professional development and training sessions regularly and apply new skills to your work.

Family Services 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.
• 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 Tax Associates.
• 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.

Senior Tax

• 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

M&A Tax Manager

Manager, People Integrations

Senior Manager

M&A Tax Manager

Family Services Supervisor

Senior Tax

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

Audit Manager