Administrative Assistant
Company: Confidential
Location: Sunrise, FL
About Ascend
At Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms - from rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number but a valued member of a community that champions both your professional and personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and robust resources.
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.
Responsibilities
- Provide administrative support
- Process tax returns using e-filing process
- Scan and organize documents in SharePoint and GoFileRoom
- Cultivate relationships and maintain contact with company clients
- Function as a backup for other Administrative Assistants within the group and support other team activities as directed
- Handle incoming calls proficiently and follow through regarding issues raised with appropriate parties
- Develop a good working relationship with all levels of staff
- Handle sensitive/confidential information requiring a high level of discretion
Desired Qualifications
- Relevant experience supporting executives in a professional services environment
- Excellent communication skills both verbal and written including excellent grammar and proofreading abilities
- Excellent technology skills including MS Word, Excel, PowerPoint and Outlook and interest in learning additional software packages as needed
- Tax program knowledge is a plus
- Ability to develop own processes and follow through with them
- Ability to exercise good judgment and decision making
- Ability to anticipate problems and act accordingly
- Time management skills - ability to prioritize and multi-task
- Ability to take initiative, be assertive and maintain confidence
- Professional demeanor
- Organizational skills and detail oriented nature
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
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.
Skills Required
- Relevant experience supporting executives in a professional services environment
- Excellent verbal and written communication, grammar, and proofreading
- Proficient technology skills: MS Word, Excel, PowerPoint, Outlook
- Willingness and interest in learning additional software packages as needed
- Tax program knowledge
- Ability to develop processes and follow through
- Good judgment and decision-making ability
- Ability to anticipate problems and act accordingly
- Time management, prioritization, and multitasking skills
- Professional demeanor, organizational skills, and attention to detail
What We Do
Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing the resources of a large CPA firm to help them grow. Ascend provides access to growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives so that firms can surmount today’s industry challenges and reach their full potential. Founded in January 2023, the company attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation.
