Ascend Group

• Serve as the primary relationship lead for a portfolio of closely held businesses and individuals, delivering responsive, high-quality service.
• Oversee tax compliance and planning for individuals, partnerships, S corporations, and C corporations.
• Review and sign returns, ensuring work meets TSA’s quality standards and regulatory requirements.
• Anticipate client needs and identify planning, advisory, and cross-selling opportunities.
• Manage engagement budgets, timelines, and scope, communicating proactively with clients.
• Plan, assign, and review the work of staff and seniors, providing timely and constructive feedback.
• Coach and mentor team members, contributing to training and the Firm’s recruiting efforts.
• Stay current on tax law changes and translate complex matters into clear guidance for clients.
• Use the Firm’s technology, including AI-enabled tools where appropriate, to improve quality and efficiency.

Explore Tax Manager at Ascend Group. Review requirements and application details.