Tax Manager

Ascend Group

. Serve as the primary relationship lead for a portfolio of closely held businesses and individuals, delivering responsive, high-quality service.

Posted 10/7/2026full-timeWilliamsville • New York • United StatesMid-LevelSenior💰 $80,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax compliance and planning for individuals and businesses, with a strong focus on client relationship management and team leadership. Proficient in utilizing technology to enhance service quality and efficiency while mentoring staff and ensuring adherence to regulatory standards.

Highest-signal resume keywords

CPA LicenseTax ComplianceClient Relationship ManagementTeam LeadershipCCH Axcess

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PlanningTax ComplianceReview ResponsibilityBusiness Entity TaxIndividual Tax ComplianceRegulatory RequirementsEngagement Budget ManagementClient Book ManagementAdvisory ServicesCross-Selling Opportunities

Soft Skills

MentoringCoachingCommunicationProactive Client EngagementConstructive Feedback

Tools & Technologies

CCH AxcessCCH EngagementAI-Enabled Tools

Certifications & Qualifications

CPA LicenseEnrolled Agent (EA)

Industry Keywords

Public AccountingClosely Held BusinessesTax Law ChangesProgressive Tax ExperienceQuality Standards

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Bachelor’s or Master’s degree in Accounting or a related field.
Active CPA license or Enrolled Agent (EA) credential.
Progressive public accounting tax experience 5+ years, including review responsibility.
Broad experience with business entity and individual tax compliance.
Demonstrated ability to manage client relationships and lead a team.
Experience with CCH Axcess and CCH Engagement.
Experience serving closely held businesses across a variety of industries.
A track record of managing your own book of clients.
Passion for mentoring and developing staff.

Benefits

Comp & perks

Ownership of your client relationships and the autonomy to manage your own book.
Clear growth path, with opportunities to deepen expertise by entity type as you advance.
One-on-one career development mentoring and the opportunity to attend professional development courses, including the Tronconi Segarra & Associates Leadership Academy.
Exposure to a wide variety of challenging assignments and the ability to work on special projects and develop practice area expertise.
In-office, flexible, and alternative working arrangements.
Competitive salary and benefits, paid vacation and sick time, and nine paid holidays.