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 LMC:
LMC was founded in 2010 on the principle of delivering out-of-the-box, trusted, expert guidance. Great clients is one aspect, but it is our even greater staff that sets us apart. For us, it’s about creating a positive work environment that offers flexibility and growth.
LMC is searching for a CAS Senior Manager to join our CFO and Client Account Services Division in our New York City office. Our CFO and CAS team works to develop relationships with business owners to ensure that they have the necessary information to make the right decisions for the growth and profitability of their organization.
What You’ll Do:
- Proactively build relationships and serve as a trusted advisor to our clients, offering accurate recommendations and considerations
- Execute on standardized deliverables packages including regular client meetings, general accounting & bookkeeping, complex financial statement preparation and analysis, cash flow management, and auditor management
- Monitor WIP within engagement to ensure that work is being completed within budgeted time period
- Coach and develop a team of staff and senior accountants, providing actionable feedback and development opportunities
- Identify opportunities to cross sell existing clients by partnering with leaders from other service lines
Qualifications:
- Bachelor’s Degree with a concentration in Accounting or Finance required
- CPA preferred
- 5+ years’ experience in accounting manager or controller role within public accounting
- 2+ years’ experience managing client relationships
- Effective verbal and written communication skills
- Time management and ability to meet deadlines
- Proven ability to handle confidential information with discretion
- Available to work additional hours when necessary during tax season
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements.
Working at LMC provides unlimited growth potential along with a competitive compensation and benefits package. We also offer flexible hours & remote or hybrid options to accommodate a work-life balance.
The annual base salary range for this role is $120,000-150,000. This range includes the anticipated low and high end of LMC’s salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.
Skills Required
- Bachelor's Degree in Accounting or Finance
- CPA
- 5+ years experience in accounting manager or controller role within public accounting
- 2+ years experience managing client relationships
- Effective verbal and written communication skills
- Time management and ability to meet deadlines
- Proven ability to handle confidential information with discretion
- Available to work additional hours when necessary during tax season
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.
