Ascend Group

• 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. • 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 Tax Associates. • 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.

• lead and mentor a growing team of Family Services Associates and Seniors. • collaborate with partners and managers on client engagements, timelines, and deliverables. • prepare and review trust financial statements on an income tax basis, modified accrual basis, and/or statutory basis. • oversee the preparation and review of tax returns with a high level of accuracy and due diligence. • prepare documentation to support tax return calculations. • review work for technical accuracy and resolve complex accounting and tax issues. • run quarterly, monthly, and annual reports. • conduct cash management as needed. • lead or participate in special client projects as needed. • communicate appropriately with clients while working on their engagement. • stay current with relevant tax codes and accounting standards. • use and maintain systems such as Sage Intacct and Bill.com. • apply knowledge to real-life situations—thinking outside of the box is encouraged. • share ideas and opinions with your team. • attend professional development and training sessions regularly and apply new skills to your work.

• Serve as the primary advisor on complex federal and California tax engagements for closely held pass-through entities and their owners. • Ensure the team delivers accurate, timely returns, projections, and estimates. • Own a portfolio of client relationships. • Build long-term client loyalty through proactive communication, sound judgment, technical depth, and responsive service. • Supervise, mentor, and develop senior associates, supervisors, and managers. • Help team members set goals, navigate complex engagements, strengthen their technical skills, and continue advancing in their careers. • Contribute to the continued growth of the tax practice by identifying planning opportunities, supporting business development, and collaborating across tax, audit, and other service lines.

• 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.