Administrative Specialist

About Ascend

At Ascend, we understand the struggles that accounting & finance professionals face in traditional public accounting firms - from rigid hierarchies, overwhelming workloads, and the elusive work-life balance. It’s time for a transformative change. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number; you’re a valued member of a community that supports & celebrates your professional & 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 comprehensive resources. 

Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings our partner 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 having access to resources of a large CPA firm. These resources include growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives.  

Founded in January 2023, Ascend attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation. Explore Ascend, where your career soars without sacrificing your quality of life.

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 Team You Will Join

At Tronconi Segarra & Associates (TSA), we empower every client to become his or her best and most confident self through the responsible provision of high-quality financial and business services, products and information. Over the years, our clients have told us that our solutions have made a difference in their businesses and given them the confidence to take the next steps – buy or sell a business, expand a plant, open a new branch, hire additional employees, prepare for the next generation to run their business, expand sales to a new country. And we’ve been with them every step of the way, providing the support, services and information they need to reach the next level of success.

The Opportunity

As a Tax Administrative Specialist, you will play a critical role in supporting the operational and administrative needs of the Tax Practice Area.  Reporting to the Practice Area Manager, you will assist with client onboarding, document management, scheduling, and billing coordination to ensure exceptional client service and smooth workflow execution. This position for a detail-oriented, proactive professional who thrives in a collaborative environment and is passionate about delivering high-quality administrative support. 

How You Will Help Us Build a Confident Future:

• Client Onboarding:  
  • Support client onboarding for the Tax Practice, ensuring accurate setup in CCH Axcess with complete required fields (e.g., email, engagement details).
  • Help with document collection, upfronting, scanning, and final delivery of tax engagements.
  • Coordinate sign-off and delivery processes for client deliverables.
• Client Support:
  • Assist tax professionals with client communications and document preparation.
  • Support scheduling and coordination of client meetings, ensuring all necessary documentation is prepared in advance.
  • Assist with directing client inquiries and provide timely responses to maintain client satisfaction.
  • Support client meeting preparation and ad-hoc engagement needs.
• Tax Return Delivery & Compliance:
  • Ensure timely delivery of tax returns via Safesend, binding, mail, and e-filing.
• Administrative Coordination: 
  • Perform general administrative duties, including data entry, filing, scanning, and backup receptionist coverage during breaks.
  • Support the Practice Area Manager in departmental initiatives and priorities.
  • Organize and maintain accurate client records in firm systems.
  • Support data collection, document scanning, and client follow-ups for tax engagements.
• What You Need to Succeed (Required Qualifications):
  • High school diploma or Associate's Degree 
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
  • Strong organizational skills and attention to detail.
  • Excellent verbal and written communication skills.
  • Ability to work independently and as part of a team.
  • Professional demeanor and high level of integrity.
• What Will Give You an Edge (Additional Skills):
  • Experience in a Certified Public Accounting or tax preparation environment.
  • Familiarity with Practice Management Systems (e.g., CCH Axcess).
  • Strong problem-solving skills and ability to manage multiple priorities.
• Success Measures:
  • Accuracy - Client records and billing data maintained with zero errors.
  • Timeliness - Meeting preparation and document collection completed on schedule.
  • Client Satisfaction - Positive feedback from clients and tax professionals.
  • Operational Support - Reliable and proactive assistance to PAM and tax team. 

The annual base salary range for this role is $55,000 - $65,000.  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.