Ascend Group

• 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

• 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. • Communicate staffing and workload issues to Resource Planning. • Review and confirm assignment objectives, scope, and work plan with client. • Resolve work product issues using firm resources. • Contribute to the development and management of comprehensive strategies to identify and meet all client needs. • Identify and research technical issues to ensure compliance with federal, state, and local tax laws. • Coach and mentor staff to assist with enhancing their skills and further develop their career. • Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients. • Support the partner team in the development and planning of strategy, objectives, and budgets. • Prepare and/or review monthly client bills. • Anticipate, identify, and resolve complex tax-technical issues. • Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines. • Participate in business development efforts by nurturing existing relationships and helping to identify new client opportunities

• 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. • Communicate staffing and workload issues to Resource Planning. • Review and confirm assignment objectives, scope, and work plan with client. • Resolve work product issues using firm resources. • Contribute to the development and management of comprehensive strategies to identify and meet all client needs. • Identify and research technical issues to ensure compliance with federal, state, and local tax laws. • Coach and mentor staff to assist with enhancing their skills and further develop their career. • Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients. • Support the partner team in the development and planning of strategy, objectives, and budgets. • Prepare and/or review monthly client bills. • Anticipate, identify, and resolve complex tax-technical issues. • Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines. • Support business development efforts by nurturing existing relationships and helping to identify new client opportunities

• 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

• 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. • Tax Supervisor 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 a team of Associates and Seniors. • 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.

• 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.

• 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.

• Developing work plans, project timelines, and key milestones • Performing/reviewing core functions of client finance and accounting operations: account reconciliations, payroll, month-end close procedures, preparation of financial statements, etc. • Performing Outsourced Controller services • Supervising a totally remote accounting staff, including training as needed • Communicating frequently and effectively with client contacts • Identifying client issues/deficiencies and assist with recommending solutions • Overall day-to-day management and oversight of client engagements and our teams • Onboarding new clients • Performing/reviewing balance sheet account reconciliations • Reviewing client financial information and general ledger detail for the purposes of completeness, accuracy, and proper account classification • Preparing financial statements and key management reports for reporting purposes

• Prepare complete and accurate tax returns for Individuals, Corporations, S-Corporations, Partnerships, Trusts, and Estates. • Review tax returns prepared by others. • Prepare documentation to support tax return calculations. • Mentor a team of Associates, Seniors, and Supervisors. • Review data input, identifying, and resolving technical issues. • Work closely with partners and keep team informed on status. • Increase level of client communication while working on their tax returns, and potentially throughout multiple years. • Understand federal, state, and local tax codes. • Apply knowledge to real life situations, encouraging thinking outside of the box. • Share ideas and opinions with your team. • Attend professional development and training sessions regularly and apply what you learn to assigned tasks.

• Lead the preparation, review, and delivery of all international tax compliance filings, including Forms 5471, 8865, 8858, 8992 (GILTI), 8993 (FDII), and related schedules. • Ensure accurate and timely reporting for Controlled Foreign Corporations (CFCs), Passive Foreign Investment Companies (PFICs), and other foreign entities and subsidiaries. • Manage Subpart F income analysis, GILTI computations, foreign tax credit calculations, and treaty-based reporting positions. • Oversee compliance with FATCA, FBAR, and other international information reporting requirements. • Review and coordinate international components of business entity returns (partnerships, S-corps, C-corps) with strong attention to inbound transaction reporting.