Senior Tax Associate

Ascend; Boca Raton (FL); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health, Dental, Vision, Short and Long-Term Disability

Flexible Time Off

401(k) Matching

Commuter Benefits

Parental Leave

Job summary

Ascend is hiring a Senior Associate for its Tax Department, responsible for providing consulting services to clients regarding innovative business tax planning and compliance. The role includes reviewing tax returns, managing engagements, and mentoring associates.

Applicants should have a Bachelor's or Master's degree in accounting, with strong technical skills in tax preparation, leadership abilities, and excellent communication skills. This position offers various benefits including health insurance, flexible time off, and 401(k) matching.

Qualifications

• Bachelor's or Master's degree with a major in accounting.
• Masters in Taxation or LLM in Taxation a plus.
• Strong technical skills pertaining to tax preparation and review.

Responsibilities

• Provide consulting services and make recommendations to clients on tax planning.
• Review tax returns and make recommendations on accuracy and savings.
• Assist Manager in running client engagements from start to finish.

Skills

Strong technical skills in tax preparation

Excellent analytical skills

Leadership and mentoring

Written and verbal communication skills

Problem-solving abilities

Attention to detail

Education

Bachelor's or Master's degree in Accounting

Masters in Taxation or LLM in Taxation

Tools

Microsoft Office Suite

Job description

Senior Associate – Tax Department

Locations: Miami, Florida OR Weston, Florida OR Boca Raton, Florida OR Charlotte, NC 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.
• Masters 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.
• Strong technology skills, including Microsoft Office Suite
• Strong attention to detail and organizational skills

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

Equal Employment Opportunity Statement

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.