Tax Manager

Ascend; United States; Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Ownership of client relationships

Career development mentoring

Growth opportunities

Flexible work arrangements

Competitive compensation & benefits

Paid vacation & holidays

Job summary

Tronconi Segarra & Associates (TSA) invites applications for a Tax Manager in a hybrid role based in our Williamsville, NY office. You will own a portfolio of business and individual clients, lead teams, and deliver ongoing tax compliance and planning with autonomy.

This position offers mentorship, a broad generalist exposure, and collaboration with Ascend through a strategic partnership. The ideal candidate has 5+ years of progressive public accounting tax experience, CPA or EA credential, and

Qualifications

• Bachelor’s or Master’s degree in Accounting or a related field.
• Active CPA license or Enrolled Agent (EA) credential.
• Progressive public accounting tax experience 5+ years, including review responsibility.
• Broad experience with business entity and individual tax compliance.
• Demonstrated ability to manage client relationships and lead a team.

Responsibilities

• Serve as the primary relationship lead for a portfolio of closely held businesses and individuals, delivering responsive, high‑quality service.
• Oversee tax compliance and planning for individuals, partnerships, S corporations, and C corporations.
• Review and sign returns, ensuring work meets TSA’s quality standards and regulatory requirements.
• Anticipate client needs and identify planning, advisory, and cross‑selling opportunities.
• Manage engagement budgets, timelines, and scope, communicating proactively with clients.
• Plan, assign, and review the work of staff and seniors, providing timely and constructive feedback.
• Coach and mentor team members, contributing to training and the Firm’s recruiting efforts.
• Stay current on tax law changes and translate complex matters into clear guidance for clients.
• Use the Firm’s technology, including AI‑enabled tools where appropriate, to improve quality and efficiency.

Skills

CPA

EA credential

Tax planning

Team leadership

Client relationships

Education

Bachelor’s or Master’s in Accounting

Tools

CCH Axcess

CCH Engagement

Job description

About Ascend

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. For more information, visit www.ascendtogether.com.

About Tronconi Segarra & Associates

We are a top 3 accounting and advisory firm in Western New York with nearly 140 partners and associates, including 70 CPAs serving clients across the U.S., Canada, Europe, and South & Central America. We serve all industries and have deep expertise in small business, manufacturing, education, e-commerce, aerospace & defense, construction, insurance, professional services, private equity, non-profits, and government entities. Our key services include Tax Advisory services, M&A/Transaction Advisory services, State & Local Tax services, Client Accounting & Advisory Services (CAAS), Audit & Attestation Advisory services. We have many additional services that we specialize in. We strategically partnered with Ascend, an accounting firm platform, in 2025 to expand our footprint and enhance our capabilities and service offerings to our clients.

About Ascend

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. For more information, visit www.ascendtogether.com.

About Tronconi Segarra & Associates

We are a top 3 accounting and advisory firm in Western New York with nearly 140 partners and associates, including 70 CPAs serving clients across the U.S., Canada, Europe, and South & Central America. We serve all industries and have deep expertise in small business, manufacturing, education, e-commerce, aerospace & defense, construction, insurance, professional services, private equity, non-profits, and government entities. Our key services include Tax Advisory services, M&A/Transaction Advisory services, State & Local Tax services, Client Accounting & Advisory Services (CAAS), Audit & Attestation Advisory services. We have many additional services that we specialize in. We strategically partnered with Ascend, an accounting firm platform, in 2025 to expand our footprint and enhance our capabilities and service offerings to our clients.

The Opportunity

As a Tax Manager at Tronconi Segarra & Associates (TSA), you will own a portfolio of business and individual clients and serve as their trusted advisor from start to finish. You will oversee tax compliance and planning across a broad mix of entity types and industries, review and sign returns, and lead the teams that deliver the work. This role is ideal for a well-rounded tax professional who wants real ownership of client relationships, enjoys developing others, and is looking for the autonomy to build and manage their own book. TSA’s Tax practice is built on a generalist model, giving managers exposure to a wide range of clients rather than a single niche, with room to deepen expertise as you advance. Supported by TSA’s strategic partnership with Ascend, the practice is positioned for continued growth. You will work alongside Tax leadership to serve clients, mentor staff and seniors, and help shape a culture of accountability, coaching, and high-quality client service. This is a hybrid role based in our Williamsville, NY office.

How You’ll Help Us Build a Confident Future

• Serve as the primary relationship lead for a portfolio of closely held businesses and individuals, delivering responsive, high-quality service.
• Oversee tax compliance and planning for individuals, partnerships, S corporations, and C corporations.
• Review and sign returns, ensuring work meets TSA’s quality standards and regulatory requirements.
• Anticipate client needs and identify planning, advisory, and cross‑selling opportunities.
• Manage engagement budgets, timelines, and scope, communicating proactively with clients.
• Plan, assign, and review the work of staff and seniors, providing timely and constructive feedback.
• Coach and mentor team members, contributing to training and the Firm’s recruiting efforts.
• Stay current on tax law changes and translate complex matters into clear guidance for clients.
• Use the Firm’s technology, including AI‑enabled tools where appropriate, to improve quality and efficiency.

What You Need To Succeed

• Bachelor’s or Master’s degree in Accounting or a related field.
• Active CPA license or Enrolled Agent (EA) credential.
• Progressive public accounting tax experience 5+ years, including review responsibility.
• Broad experience with business entity and individual tax compliance.
• Demonstrated ability to manage client relationships and lead a team.

What Will Give You An Edge

• Experience with CCH Axcess and CCH Engagement.
• Experience serving closely held businesses across a variety of industries.
• A track record of managing your own book of clients.
• Passion for mentoring and developing staff.

What We Offer

• Ownership of your client relationships and the autonomy to manage your own book.
• Clear growth path, with opportunities to deepen expertise by entity type as you advance.
• One‑on‑one career development mentoring and the opportunity to attend professional development courses, including the Tronconi Segarra & Associates Leadership Academy.
• Exposure to a wide variety of challenging assignments and the ability to work on special projects and develop practice area expertise.
• In‑office, flexible, and alternative working arrangements.
• Competitive salary and benefits, paid vacation and sick time, and nine paid holidays.

The annual base salary range for this role is $80,000 – $120,000. This range includes the anticipated low and high end of TSA’s 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.