Ascend Partner Firms

Role Description We’re looking for a talented and motivated Tax Manager to join a fast-growing, innovative professional advisory firm working with closely held businesses. TSS serves clients in the automotive retail, construction, manufacturing, distribution, and other for-profit industries. Our ideal candidate is a self-motivated, entrepreneurial CPA with a team mentality and strong technical accounting and tax knowledge. You will primarily be responsible for reviewing flow-through tax returns and coordinating directly with client support staff. Our position provides a unique opportunity for significant growth within our firm, working directly with business owners and their financial professionals. Responsibilities - 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. Qualifications - 5+ years with a medium-sized public accounting firm preparing and reviewing flow-through income tax returns. - Bachelor's degree in accounting, finance, or related field. - Proficient in project management including scheduling, budgeting, client correspondence, and research. - Strong attention to detail. - Integrity within a professional environment. Preferences - Experience with CCH Axcess tax, CCH Pfx Engagement. - EA or CPA certification. Location At TSS, we’ve designed a flexible work structure that enables both teamwork and independence, enhancing our employees’ work experience while promoting personal well-being. This role can be based out of our Keene, Lebanon, or Bedford NH offices or fully remote. Benefits - Unlimited PTO. - Health, Vision, Dental, and voluntary insurance options. - 401(K) and match. - Flexible/Hybrid work schedule. - Performance Bonus. - Annual Community Day + additional 8 community hours. - Holiday donation drives and charity initiatives. - Monthly casual gatherings, annual summer get-together, and annual holiday party locally. - Annual firmwide alignment. - Commitment to professional development. - Equity Program eligibility at Sr. Manager Level, + top performing Managers. How to Apply Submit your information in the application section directly below! This will include: - Basic contact information. - Resume/CV and optional cover letter upload. - Work eligibility and compensation. - Voluntary demographic & self-ID questions.

Role Description The Audit Senior will play a critical role in engagement teams performing attestation engagements for clients in a wide variety of industries and of all sizes. Depending on the size and complexity of the engagement, Audit Seniors may lead the engagement team or function in a team led by an Audit Supervisor or Manager. Our attestation and assurance services strive to go beyond just a compliance function. We believe in strong client relationships and serve as a business advisor throughout the year. In this role, you must be comfortable working independently and collaborating on a team. The Audit Senior must be ready to be client facing at any time. This position involves critical thinking and attention to detail, with the ability to meet deadlines. Duties - Build and nurture relationships with clients on a level beyond just answering technical questions. - Manage multiple client engagements simultaneously. - Lead engagements from start to finish and complete all aspects of attestation engagements including status updates to engagement managers and adhere to all quality control standards as required. - Review associates’ work and provide constructive review points. - Demonstrate the ability to recognize problems and propose sensible solutions, with an appropriate balance between client needs and the firm’s risk. - Show what you know! You have the knowledge—now apply it to real life situations. Thinking outside of the box is encouraged. - Support an innovative and team-oriented work environment. - Attend professional development and training sessions on a regular basis and apply what you learn to your assigned tasks. Qualifications - You have a Bachelor’s degree in Accounting with 150 credit hours or a Master’s degree. - You are a licensed CPA (preferred, not required). - You have at least 4 years of public accounting experience. - You are friendly and a team player. - You are highly organized and detail oriented. - You don’t blink twice at working under pressure with deadlines. - You take pride in your work. - You consider “follow through” the heart of client service. - Willingness to learn and desire for personal growth. - Professionalism - clock-punchers need not apply; we do what it takes to get the job done. - You enjoy a challenge and working with multiple types of clients and industries. Benefits - Competitive base salary (commensurate with experience). - Retirement plan. - Health/dental/vision insurance. - Self-managed PTO. - Continuing education. - Incentives for achieving designations/certificates that bring value to the firm. Company Description Big firm expertise with small firm customer service. With over 75 employees, MHP is the largest regional CPA firm in Wyoming. However, since our start in the early 1930s, MHP has been dedicated to personalized customer service to both our employees and clients. MHP is deeply rooted in the Cheyenne community, both figuratively and literally—not only have we been around for over 90 years, but our office is also located in the heart of downtown Cheyenne within walking distance of good food, coffee, and breweries. Tradition meets modernization. While the wild west may come to mind when you think of Wyoming, and that is a part of our history we hold dear, don’t think we’ve been left in the proverbial dust. Our city is home to topnotch restaurants, breweries, shopping, art galleries, and theater. Where you might see History and Today collide best may be Cheyenne Frontier Days, the largest and oldest rodeo in the world. Hundreds of thousands of people from all over come to Cheyenne to see the concerts, special events, and rodeo each year. If the outdoors are more your scene, Wyoming is not lacking there either. We have some of the best camping, skiing, fishing, hunting, climbing, and biking in the country. You’re more than a number. As part of our MHP team, you'll have the unique opportunity to make your mark on the company and advance your career in the area you desire. Managers and Partners have an “open door policy”, which is practically unheard of in larger firms. We encourage employees to get involved in our community as well as with each other—we host several team building and employee events every year, including holiday parties, BBQs, cornhole tournaments, Friday Nights on the Plaza (a Cheyenne summer concert series), and more! Be a part of something bigger. At MHP, we strive to not only be experts in our field but also provide superior client service to our wide variety of clientele. We are a team—always willing to give a helping hand to our coworkers when we’re able and will bend over backwards for our clients. We pride ourselves on servant leadership—we are leaders in our office and our community.

Role Description This position is responsible for assisting clients with a variety of accounting services. Responsibilities include: - Reading, analyzing, and interpreting information from investment and trust companies. - Understanding client situations and developing approaches to complete work. - Discussing financial statement reporting with clients and third-party representatives. Qualifications - Bachelor’s degree. - 2-5 years of tax, auditing, or accounting experience at a public accounting firm. - Experience in a professional office setting with extensive client contact. Requirements - Accounting for investments on a monthly, quarterly, or annual basis. - Interviewing clients for accounting service needs and requests. - Reading, analyzing, and interpreting client information. - Training, mentoring, and developing staff for exceptional client service. - Providing cash management services. - Composing correspondence to staff, clients, and governing agencies. - Reconciling trial balances and assisting with complex accounting issues. - Planning and overseeing projects accurately and efficiently. - Performing tasks such as reconciling bank statements and financial statements. - Performing other duties as assigned. Knowledge, Skills, and Abilities - Ability to anticipate client needs and make independent decisions. - Understanding of new company set-up using write-up software. - Utilization of various computerized in-house software platforms. - Excellent customer service skills and effective communication abilities. - Superior knowledge of software platforms used. - Ability to deal effectively and professionally with people. - Ability to keep client information confidential. Benefits - Competitive base salary (commensurate with experience). - Retirement plan. - Health/dental/vision insurance. - Short-term and long-term disability options. - EAP benefits. - Self-managed PTO. - Experience-based recognition. - Continuing education opportunities. - Incentives for achieving designations/certificates.

Role Description This position is responsible for assisting clients with a variety of accounting services. They read, analyze, and interpret information presented from investment and trust companies, understand their situations, develop an approach to get the work done, and effectively discuss financial statement reporting to clients and other third party representatives. Qualifications - Bachelor’s degree with 2-5 years of tax, auditing or accounting at a public accounting firm. - Experience in a professional office setting with extensive client contact. Requirements - Accounting for investments on a monthly, quarterly, or annual basis to provide clients with traditional and/or trust accounting financial statements. - Interviews clients for a variety of accounting service needs and requests necessary information from clients through email, face-to-face meetings, or telephone conversations when preparing clients’ return, reports and compilations, etc. - Reads, analyzes and interprets information presented by clients, understands their situations, develops effective approaches to performing their work, and recommends systems and procedures to clients. - Trains, mentors, develops, and motivates staff to provide exceptional client service while working as a cohesive, collaborative team. - Provides cash management service, including maintaining adequate cash balances to service accounts payable and payroll needs and transferring of funds as needed. - Composes correspondence to staff, clients, and governing agencies, or other correspondence as required by the position. - Reconciles trial balances for clients, converts cash basis to accrual and assists Client Service Partners with unusual, complex accounting issues, and reconciles equity accounts to the tax returns for various types of entities. - Plans and oversees projects and works accurately, efficiently, and within budgets while organizing, scheduling and prioritizing work involving multiple engagements while bringing all to a successful completion. - Proficient in tasks, as well as assisting others in performing the tasks, including: reconciling bank statements, financial statements, reconciling accounts and making journal entries, reconciling W-2’s at year end with quarterly payroll tax reports and balancing to the general ledger. - Performs other duties as assigned. Benefits - Competitive base salary (commensurate with experience). - Retirement plan. - Health/dental/vision insurance. - Short-term and long-term disability options. - EAP benefits. - Self-managed PTO. - Experience-based recognition. - Continuing education and more. - Incentives for achieving designations/certificates that bring value to the firm.

Role Description KSDT has long been recognized as one of Forbes Best Accounting and Tax Firms in America and one of the South Florida Business Journal’s Best Places to Work. Now, with our exciting new partnership with Ascend, we’re stepping into the next phase of growth and opportunity. What hasn’t changed is our culture: the “secret sauce” that sets us apart. We foster a fun and creative environment, keep the politics out, and make work-life balance a priority. We seek highly motivated individuals who want not only true career advancement, but also the chance to shape and grow alongside a firm that is scaling rapidly. If you want to join an accounting firm with "out of the box" thinking, and one that’s now positioned for even greater reach with Ascend, apply here. Locations: Miami, Florida OR Weston, Florida OR Boca Raton, Florida OR Remote OR Hybrid Responsibilities - Provide consulting services and make recommendations to clients on innovative business tax planning and compliance services in a timely and effective manner. - Review tax returns from associates and interns and make recommendations regarding accuracy and tax savings opportunities. - Assist Manager in running client engagements from start to finish, including planning, executing, directing, and completing tax projects and managing to budget. - Ensure complete client satisfaction through open communication, managing, meeting deadlines and proactively sharing tax saving strategies. - Work closely with Partners, Senior Managers, Managers and Staff on client management, professional development and business development activities. - Resolve minor issues directly with the IRS and other tax authorities. - Assist with resolving more complex issues with IRS and other tax authorities. - Participate in client meetings. May lead client meetings with smaller clients. - Supervise, train, and mentor associates and interns on tax projects and assess performance of staff for engagement reviews. - Attend professional development and continuing education sessions on a regular basis. - Other related duties as assigned. Qualifications - Bachelor's or Master's degree with a major in accounting. - Master's in Taxation or LLM in Taxation a plus. - Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research. - Experience in tax provisions a plus. - Ability to problem-solve and think both creatively and logically. - Demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines. - Outstanding leadership, mentoring and interpersonal skills fostering client and staff relationships. - Excellent analytical, organizational, written and verbal communication skills. - Ability to attract and develop profitable, sustainable client relationships. Benefits - Health, Dental, Vision, Short and Long-Term Disability - Flexible Time Off - FSA & HSA - Employee Assistant Programs - 401(k) Matching - Commuter Benefits - Parental Leave - Modernized Incentives and Equity Participation

Role Description The Audit Senior will play a critical role in engagement teams performing attestation engagements for clients in a wide variety of industries and of all sizes. Depending on the size and complexity of the engagement, Audit Seniors may lead the engagement team or function in a team led by an Audit Supervisor or Manager. Our attestation and assurance services strive to go beyond just a compliance function. We believe in strong client relationships and serve as a business advisor throughout the year. In this role, you must be comfortable working independently and collaborating on a team. The Audit Senior must be ready to be client facing at any time. This position involves critical thinking and attention to detail, with the ability to meet deadlines. Duties - Ability to balance multiple projects simultaneously while showing a strong level of ownership. - Build and nurture relationships with clients on a level beyond just answering technical questions. - Review associates’ work and provide constructive review points. - Show what you know! You have the knowledge—now apply it to real life situations. Thinking outside of the box is encouraged. - Support an innovative and team-oriented work environment. - Attend professional development and training sessions on a regular basis and apply what you learn to your assigned tasks. Qualifications - You have a Bachelor’s degree in Accounting with 150 credit hours or a Master’s degree. - You have at least 2 years of public accounting experience. - You are friendly and a team player. - You are highly organized and detail oriented. - You don’t blink twice at working under pressure with deadlines. - You take pride in your work. - You consider “follow through” the heart of client service. - Willingness to learn and desire for personal growth. - Professionalism - clock-punchers need not apply; we do what it takes to get the job done. - You enjoy a challenge and working with multiple types of clients and industries. Benefits - Competitive base salary (commensurate with experience). - Retirement plan. - Health/dental/vision insurance. - Self-managed PTO. - Continuing education. - Incentives for achieving designations/certificates that bring value to the firm.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Potential Partner Track - Serve as a subject matter expert for financial institution regulatory compliance regulations with an understanding of compliance operations. - Build new and existing client relationships and participate in networking and business development activities. - Manage multiple projects simultaneously. - Oversee the work of others on projects assigned and provide training. - Work closely with team members to follow-up on client requests and inquiries. - Assist in the preparation of Statements of Work for client projects and monitor time allocated to projects to ensure projects stay on time and within budget. - Plan, perform, and execute compliance reviews and audit engagements. - Identify business process risks and develop testing methodologies to evaluate the adequacy of controls. - Execute test of controls and audit procedures defined in audit programs. - Research technical issues that arise during fieldwork. - Document observations and recommendations regarding violations of laws and regulations, or best practices. - Draft reports for review, presentation, and discussion with clients. Qualifications - Research proficiency driven by the principle of life-long learning. - Analytical, detail oriented - ability to multi-task without sacrificing people skills. - Excellent interpersonal, oral, and written communication skills, exhibiting empathy for others with positive conflict resolution skills. - Good at meeting deadlines and solving problems. - Ability to travel to client locations, which may include occasional overnight stays (limited with advance notice). - Ability to manage work-life balance while maintaining accountability and service. Requirements - Bachelor’s degree with a major in accounting, finance, or related field preferred. - 5-10 years combination of audit and/or compliance experience within the financial industry. - Possess and maintain one or more relevant certifications pertaining to audit, risk management and compliance (such as CIA, CCUIA, CRCM, or CFE). Preferred Qualifications - Knowledge of IIA guidelines and audit methodologies and techniques. - Knowledge of financial institution industry regulations, systems, operations, and internal controls. Benefits - Unlimited PTO - Medical, Dental, Vision, & Voluntary Insurance Options - 401(k) Matching - Annual Performance Bonus - 12 Paid Holidays - Flexible Scheduling Options - Innovative Workplan System - $500 annual Vacation Incentive - Commitment to Professional Development - Equity Program Eligibility at Sr. Manager Level + top performing Managers Location - The firm offers remote work flexibility, allowing team members to work remotely while remaining highly connected to colleagues and clients through virtual collaboration tools. - Limited travel is required for client onsite engagements, relationship-building activities, and key firm meetings. - This approach supports strong work-life balance while maintaining the high-touch service model clients value. How to Apply Submit your information in the application section directly below! This will include: - Basic contact information - Resume/CV and optional cover letter upload - Work eligibility and compensation - Voluntary demographic & self-ID questions The annual base salary range for this role is $85,000-$125,000. This range includes the anticipated low and high end of the salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level. At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.