Senior Tax Associate, Trust & Estate

Who We Are

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. Its time for a transformative change. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here youre not just a number; youre 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.

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 resourcesbest-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 todays industry challenges to reach their full potential.

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About Blackman & Sloop

At Blackman & Sloop we hire great people and give them a great place to work. We listen to what our employees value and being a local firm gives us the advantage of flexibility. Our secret to retaining staff is a positive culture strong community involvement and a dedication to constantly increasing our competencies. We are a single-office firm with approximately 45 full-time staff.

For 7 consecutive years weve been honored as one of Accounting Todays Best Accounting Firms to Work For! Weve also been recognized by Business North Carolina as one of the Best Employers in North Carolina list for the past 4 years. Most recently we are proud to have received BDOs award for outstanding workplace culture! We believe were receiving this recognition based on our commitment to and from each employee regardless of level.

As an independent member of the BDO Alliance we have access to the resources of BDO USA LLP the worlds 5th largest accounting and consulting firm. Additionally in April 2024 we made the strategic decision to join Ascend to usher us in our next stage of growth. What this means to you is that while were a local accounting firm our reach and expertise have no boundaries. Each member of our staff has access to an unlimited amount of resources to gain valuable information on levels that most local firms do not encounter.

The Role

Blackman & Sloop is seeking a Senior Tax Associate with specialized experience in the preparation and/or review of fiduciary tax returns. This position focuses primarily on trust estate gift and individual tax compliance and consulting for our high net-worth clients.

You will be expected to manage clients independently and possess project management analytical interpersonal and oral and written communication skills. Our company is team-oriented and prides itself on providing quality work and excellent customer service in a family-friendly superior working environment. This position offers substantial growth potential and the opportunity to advance. Additionally a sense of humor is a must!

Key Responsibilities

• Apply tax knowledge to preparation and review of individual trust estate and gift returns.
• Work effectively in analyzing estate and trust documents.
• Gather data from client and third party sources.
• Perform research as needed to support tax stances and to satisfy clients objectives.
• Client management and participation in business development.

Required Qualifications

• 2 - 3 years tax prep & review experience
• Experience with preparation and/or review of high-net-worth individual trust estate and gift returns
• Excellent project management analytical interpersonal and communication skills
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines

Preferred Qualifications

• CPA/EA license or candidate
• 3-5 years of related experience with a CPA firm
• Knowledge of CCH Axcess Tax and CCH Engagement

Who We Look For

A perceptive team-player who excels in a progressive & collaborative environment blending sharp analytical skills with exceptional communication. A detail-oriented leader who embodies critical thinking & high standards. A proactive professional committed to delivering outstanding service while embracing and driving curiosity & innovation.

Location

At Blackman & Sloop weve designed a flexible hybrid work structure that enables both teamwork and independence enhancing our employees work experience while promoting personal well-being.

What We Offer

We hire good people and give them a good place to work. Our secret to keeping them around is a positive culture strong community involvement and a dedication to constantly increasing our competencies. We truly believe that when you succeed the firm succeeds and we make sure you have whatever tools you need to make that success possible.

Join our team and enjoy a comprehensive benefits package that supports well-being health and ongoing professional growth:

• Unlimited PTO
• Medical Dental Vision & Voluntary Insurance Options
• 401(k) Matching
• Performance Bonus
• 12 Paid Holidays
• Off-season Flex Fridays
• Closed on Fridays for the month of June
• Commitment to Professional Development

How to Apply

Submit 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 questions or inquiries about the role please reach out to Kim Chedgy Manager of Recruiting at .

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.