Ascend Partner Firms

Senior Tax Associate, Trust & Estate

Ascend Partner Firms

2 days ago
Chapel Hill, NC
Hybrid
Full Time
Senior
0 applicants
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Ascend Partner Firms
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About this role

Ascend is seeking a Senior Tax Associate with expertise in fiduciary tax returns, focusing on trust, estate, gift, and individual tax compliance for high net-worth clients. The role emphasizes independent client management, project oversight, and collaboration within a supportive, growth-oriented environment.

Skills

Qualifications

2-3+ years tax prep & review experienceExperience with high-net-worth individual, trust, estate, gift returns
Ascend Partner Firms

About Ascend Partner Firms

ascendtogether.com

Ascend is a modern growth platform for entrepreneurial CPA firms, providing capital, technology, and talent support. It helps independent accounting practices scale and strengthen operations without giving up ownership, enabling growth through shared resources and expertise. By combining financing with technology and talent solutions, Ascend accelerates firm performance and client service. The platform’s focus is to help firms stay independent while growing stronger together.

About Ascend Partner Firms

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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