Ascend (ascendtogether.com) Logo

Ascend (ascendtogether.com)

Senior Tax Associate

Reposted 18 Days Ago
Be an Early Applicant
In-Office
Charlotte, NC, USA
Senior level
In-Office
Charlotte, NC, USA
Senior level
Lead and review tax compliance and planning engagements, manage client relationships, resolve IRS issues, supervise and mentor associates, and support business development and professional development activities.
The summary above was generated by AI

Senior Associate - Tax Department

KSDT has long been recognized as one of Forbes Best Accounting and Tax Firms in America and one of the South Florida Business Journal’s Best Places to Work. Now, with our exciting new partnership with Ascend, we’re stepping into the next phase of growth and opportunity.

What hasn’t changed is our culture: the “secret sauce” that sets us apart. We foster a fun and creative environment, keep the politics out, and make work-life balance a priority. We seek highly motivated individuals who want not only true career advancement, but also the chance to shape and grow alongside a firm that is scaling rapidly. Our partners and knowledgeable professionals remain accessible for hands-on learning, mentorship, and development.

If you want to join an accounting firm with "out of the box" thinking, and one that’s now positioned for even greater reach with Ascend, apply here!

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

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.

Job description is subject to change

Similar Jobs

77K-214K Annually
Senior level
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Advise financial services clients on local and international tax matters, manage tax compliance and documentation, analyze financial statements for tax planning, conduct tax research, draft/review tax filings, mitigate operational tax risks, collaborate with teams, and mentor colleagues while building client relationships and ensuring regulatory and ethical compliance.
9 Days Ago
Hybrid
Charlotte, NC, USA
77K-214K Annually
Senior level
77K-214K Annually
Senior level
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Provide specialized tax advice on complex areas (accounting methods, fixed-assets, R&D and energy tax credits), analyze tax structures, advise on compliance and planning, build client relationships, mentor juniors, and apply changing legislation to optimize client tax positions.
15 Days Ago
Hybrid
Charlotte, NC, USA
77K-214K Annually
Senior level
77K-214K Annually
Senior level
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Lead technology-enabled corporate tax advisory and compliance engagements: analyze complex tax issues, drive digitization and automation, mentor junior staff, maintain rigorous deliverables, build client relationships, and develop business-context insights.

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account