Ascend CPA Partner Services

Title: Family Office Senior Bookkeeper Location: New York United States Job Description: Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing the resources of a large CPA firm to help them grow. Ascend provides access to growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives so that firms can surmount today's industry challenges and reach their full potential. Founded in January 2023, the company attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation. For more information, visit ascendtogether.com. About LMC LMC was founded in 2010 on the principle of delivering out-of-the-box, trusted, expert guidance. Great clients is one aspect, but it is our even greater staff that sets us apart. For us, it's about creating a positive work environment that offers flexibility and growth. LMC seeks a Senior Bookkeeper in our Family Office Division. The individual will drive excellence and accuracy to support the company in achieving its growth ambitions. LMC Advisors is an integrated and comprehensive financial and tax advisory company, primarily focused on servicing entrepreneurial business and their owners. We pride ourselves on providing white glove service to our clients and supporting them in achieving their dreams. We have BIG dreams and are looking for a team player and leader to drive this critical function. What You'll Do: - Responsible for the execution of client engagements, providing white glove service to all clients - General accounting and business management - Oversee bookkeeping, payroll, bill paying and wire transfers for family office clients - Assist with ad hoc special finance projects - Work with client on budgeting, spending and investment monitoring - Assist in preparation of all aspects of client financial reporting in alignment with deliverables package including P&Ls, cashflow reports and projects - Communicate status of engagements to departments involved in providing additional services to client Qualifications: - Bachelor's Degree - Experience with QuickBooks and Microsoft Excel preferred - Strong communication & organizational skills - Ability to research issues independently and timely to resolve client issues. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements. Working at LMC provides unlimited growth potential along with a competitive compensation and benefits package. We also offer flexible hours & remote or hybrid options to accommodate a work-life balance. The annual base salary range for this role is $90,000-130,000. This range includes the anticipated low and high end of LMC's salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.

Build relationships with clients, provide financial recommendations, manage accounting deliverables, and coach a team of accountants to enhance service quality and identify growth opportunities within existing client accounts.

Title: Tax Manager, Trust & Estate Location: Kelso United States Job Description: Who We Are About Ascend At Ascend, we understand the struggles that accounting & finance professionals face in traditional public accounting firms - from rigid hierarchies, overwhelming workloads, and the elusive work-life balance. It’s time for a transformative change. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number; you’re a valued member of a community that supports & celebrates your professional & personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and comprehensive resources. Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. About ODC Opsahl Dawson (ODC) was founded in 1979 in Longview, WA, where we have flourished into the award-winning firm we are today. We specialize in Accounting, Tax Preparation, and Bookkeeping with 175+ people across the United States. With 30+ years of proven service, we’re the go-to CPA firm in SW Washington. You’ll be joining a fun team and a renowned firm that is recognized as one of the Top 10 Fastest Growing Accounting Firms by Accounting Today. In January 2023, ODC made the strategic decision to join Ascend! With Ascend’s partnership and shared resources, ODC is well positioned for strong innovation and growth in the years to come. The Role We are looking for a Tax Manager for our Trust and Estates team! Leveraging your expertise in trust and estates (706, 709, 1041) tax matters & client relations, you’ll manage a national client list, delivering superior service. As their trusted advisor, you’ll tackle complex tax issues, craft strategic solutions, and offer risk management guidance. Your forward-thinking mindset will enhance service delivery, ensuring innovation remains at the forefront. In this role, you’ll collaborate with members across ODC and work as a united team, maintaining a fun work environment! You’ll also have the opportunity to drive our team’s growth through mentorship and coaching, encouraging a culture of continuous improvement and professional development. Key Responsibilities - 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. Required Qualifications - CPA or EA - Bachelor's degree in accounting, finance, or related field - 7+ years of public accounting experience - Trust & Estate tax expertise - Experience directly managing and interacting with clients through a variety of channels - Strong interpersonal and communication skills - Attention to detail - Proficiency with tax preparation and accounting software Preferred Qualifications - Advanced knowledge of applicable accounting software: QuickBooks, CCH Axcess, Engagement, Thomson Reuters, or UltraTax - Substantial knowledge of 706, 709, 1040, 1041, Partnerships, S-Corps, and 1099 - Experience in individual clients, high net worth individuals, trust & estates, state tax, and pensions Who We Look For A perceptive team-player who excels in a progressive environment, blending sharp analytical skills with exceptional communication. A detail-oriented performer who embodies critical thinking and high standards. A proactive professional, constantly seeking to deliver outstanding service. Location At Opsahl Dawson, 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 primarily sit out of our Bellevue, Kelso, Lacey, or Vancouver, WA offices, with hybrid flexibility. What We Offer Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth: - 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 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 $100,000-$150,000. 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.

Title: Accounting Supervisor Location: Boca Raton United States Job Description: Supervisor - Tax Department 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. Our partners and knowledgeable professionals remain accessible for hands-on learning, mentorship, and development. 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. Desired 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 and Perks: - 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 KSDT is dedicated to ensuring equal opportunity in all aspects of employment, including hiring, promotion, compensation, and workplace culture. KSDT is committed to fostering a diverse and inclusive workplace. We comply with all applicable federal, state, and local employment laws and do not discriminate based on race, color, religion, sex, national origin, age, disability, pregnancy, childbirth, genetic information, sexual orientation, gender identity, veteran status, or any other protected category under applicable law. We provide reasonable accommodations for qualified individuals with disabilities, pregnancy-related conditions, and religious beliefs, unless doing so would impose an undue hardship. This job description is intended to provide a general overview of the responsibilities and qualifications of the position. It is not an exhaustive list, and additional duties may be assigned as needed.