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.
Elevate your career at Saltmarsh!Saltmarsh is looking for an experience Tax Director to their growing Orlando office. As a Tax leader at Saltmarsh, you will lead and manage all phases of business (1120, 1120S, 1065) and individual client tax advisory and compliance engagements. You will manage clients independently and carry out your outstanding project management, analytical, interpersonal, and communication skills. You will perform technical reviews of business and individual returns, participate in training and supervision of staff, conduct tax research, and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment.
At Saltmarsh, we take pride in delivering legendary service to our clients while investing in our relationships with both clients and colleagues. If you're passionate about excellence and looking to take your career to the next level, this role is for you.
What You’ll DoAs a Tax Director, you will:
- Perform initial and/or final review of manager, tax senior, tax staff and intern work products.
- Act as primary client point of contact for the firm.
- Identify opportunities for value added services for clients by staying abreast of their business needs.
- Review and confirm assignment objectives, scope, and work plan with client.
- Resolve work product issues using firm resources.
- Contribute to the development and management of comprehensive strategies to identify and meet all client needs.
- Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
- Coach and mentor staff to assist with enhancing their skills and further develop their career.
- Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients.
- Support the partner team in the development and planning of strategy, objectives, and budgets.
- Prepare and/or review monthly client bills.
- Anticipate, identify, and resolve complex tax-technical issues.
- Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines.
The ideal candidate will have:
- Bachelor's degree in accounting, finance, or related field
- CPA
- 5-10 years of tax prep & review experience
- Excellent project management, analytical, interpersonal, and communication skills
- Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
- A strong desire toward career advancement and goal toward future firm ownership
- Strong background in individual taxation
- Consultative/Advising Experience
- Proficiency in:
- CCH Axcess Tax
- Microsoft Office Suite
Saltmarsh invests in their employees' growth, development, and work-life balance by offering:
- Firm-paid CPE
- Leadership opportunities
- Sabbatical program
- Flexible PTO
- 11 firm-paid holidays
- Major medical, dental, and vision insurance
- Employer-paid life insurance
- Long-term disability coverage
- 401(k) with company match
- Equity program for Senior Managers+ and top performing Managers
This position will be a hybrid role located at our Orlando office. Local candidates preferred.
Saltmarsh is not just a place to work; it's a place to thrive. Ready to grow your career and make an impact? Join us and discover the difference of being part of the Saltmarsh family.
Apply now and let’s build something amazing together!
How to ApplySubmit your information in the application section directly below! This will include:
- Basic contact information
- Resume/CV and optional cover letter upload
- Work eligibility and compensation
- Voluntary demographic & self-ID questions
For further questions or inquiries about the role, please reach out to Olivia Riley, Sr. Recruiter at [email protected].
Skills Required
- Bachelor's degree in accounting, finance, or related field
- CPA
- 5-10 years of tax prep & review experience
- Excellent project management, analytical, interpersonal, and communication skills
- Strong background in individual taxation
- Consultative/Advising Experience
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.
