Tax Associate — Flexible Growth, Mentorship & Equity

Ascendtogether; Boca Raton (FL); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health, Dental, Vision

401(k) Matching

Flexible Time Off

Parental Leave

Remote/Hybrid options

Job summary

KSDT, now partnering with Ascend, seeks a Tax Associate to deliver innovative business tax planning and compliance services across multiple client engagements in Florida. The role emphasizes learning, mentorship, and growth within a supportive team environment.

The successful candidate will review returns, assist with engagements, and engage with IRS authorities when needed, while developing profitable client relationships and contributing to team development.

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.

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.

Job description

KSDT, now partnering with Ascend, seeks a Tax Associate to deliver innovative business tax planning and compliance services across multiple client engagements in Florida. The role emphasizes learning, mentorship, and growth within a supportive team environment.

The successful candidate will review returns, assist with engagements, and engage with IRS authorities when needed, while developing profitable client relationships and contributing to team development.