Senior Tax Manager

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 We believe your ambition should not be constrained by outdated practices or opaque career paths.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.

About Walter Shuffain

Walter Shuffain is a top 200 IPA firm and continues to grow. We seek an enthusiastic and professional Tax Manager who will lead and manage multiple tax engagements with a high level of commitment to the growth and development of our team.

Essential Functions

• Oversee multiple client engagements; technical planning and advising of clients that include HNW individuals (1040), trusts, estates and gift returns (1041, 706, 709).
• Develop and maintain excellent client relationships through superior customer service.
• Serve as the primary client contact on all related matters and directly interact with client owners and senior team members.
• Recognize and resolve potential or existing problems with appropriate research and consulting on tax services performed.
• Provide consulting, working with, and servicing client base to make recommendations on business improvement and process improvement and serve as a business advisor to clients.
• Have thorough knowledge and exposure to issues which include but are not limited to mergers and acquisitions, entrepreneurship, funding requirements, growth objectives and exit strategies.
• Assist in the development and execution of department’s various training programs.
• Set and monitor budgets, assist with staff scheduling and workload assignments.
• Prepare client billings timely and direct and assist with collection efforts.
• Establish and conduct formal training seminars for staff members.
• Think proactively and have involvement in practice development opportunities that cross‑sell to existing clients as well as new clients.
• Participate in recruitment events, employee performance management, training support, and business development opportunities.
• Build effective long‑term relationships with our clients, understanding their unique needs to provide a tailored service to our complex clients.

Education, Skills and Experience

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Accounting / Auditing and Finance

Industries

Accounting

Location

Boston, MA

EEO Statement

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.

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