Tax Senior
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Job Location:
Atlanta, GA - USA
Monthly Salary:
Not Disclosed
Posted on:
13 hours ago
Vacancies:
1 Vacancy
Job Summary
Who We Are
About Ascend
At Ascend we recognize the struggles that accounting & finance professionals face in traditional firmsfrom rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here youre not just a number but a valued member of a community that champions both your professional and 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 robust 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 Wilson Lewis
Wilson Lewis is a growing accounting and advisory firm with offices in Duluth Atlanta Alpharetta and Gainesville designed to make life easier for clients. Our main objective is to offer quality advisory services personal attention and serve as an economic guide to protect and grow your future.
At Wilson Lewis we believe that great work begins with great people. Youll join a firm where collaboration professional growth and a genuine sense of community are part of everyday life. We take pride in providing high-quality client service in a supportive flexible environment and were looking for team members who share our values of excellence integrity and 2025 we are a Regional Leader (Accounting Today) an Inside Public Accounting Top 500 Firm have been recognized as a Best Place to Work in Georgia (Georgia Trend Magazine) and Atlanta (Atlanta Business Chronicle) and earned the Best of Accounting Client Satisfaction credential from ClearlyRated.
The Role
We are seeking an experienced Tax Senior to join our collaborative people-first team!
As a Tax Senior you will take ownership of tax engagements from start to finish preparing and reviewing federal and state returns for individuals partnerships corporations trusts estates and non-profits while directly supervising and developing staff. You will serve as a key point of coordination between staff and managers ensuring work is technically sound on time and delivered to firm standards.
This role is well suited for someone who is ready to take on greater responsibility sharpen their technical expertise and begin developing the client service and leadership skills that will carry them forward in their career.
Key Responsibilities
- Prepare federal and state tax returns for individuals businesses trusts and estates at varying levels of complexity.
- Directly supervise staff during engagements assign work thoughtfully monitor progress hold regular status updates and communicate issues to the manager or senior manager in a timely manner.
- Review staff workpapers and provide clear constructive feedback to ensure compliance with firm quality and documentation standards.
- Perform an effective self-review catching errors before submission and proactively maintaining a checklist of prior review points to prevent repeat comments.
- Communicate engagement status budget variances and timing risks to the manager or senior manager as early as possible.
- Research moderately complex tax issues and document findings clearly escalating significant matters to the manager senior manager or partner as appropriate.
- Identify additional services Wilson Lewis can provide to address client needs observed during engagements.
- Serve as a buddy and mentor to assigned staff meet regularly provide real-time feedback and communicate development opportunities to senior leadership.
- Participate in firm-sponsored networking events and professional development activities including at least 40 hours of technical CPE annually.
- Contribute to firm initiatives beyond direct client service including recruiting process improvement and staff development.
Required Qualifications
- Bachelors degree in accounting finance or related field
- 25 years of public accounting experience in tax preparation and review
- Proficiency preparing business and individual returns
- Strong organizational skills with the ability to manage multiple engagements simultaneously
- Effective written and verbal communication skills
- CPA candidate actively pursuing or on track to complete the CPA exam
Preferred Qualifications
- CPA license or Enrolled Agent (EA)
- Experience supervising or mentoring junior staff
- Proficiency with CCH Axcess UltraTax QuickBooks and Microsoft Office
- Exposure to multi-state trust or other specialty tax areas
What We Offer
At Wilson Lewis we believe that great work begins with great people. Youll join a firm where collaboration professional growth and a genuine sense of community are part of everyday life. We take pride in providing high-quality client service in a supportive flexible environment and were looking for team members who share our values of excellence integrity and fun. We are a Regional Leader (Accounting Today) the #24 Fastest-Growing Firm in the US (Accounting Today 2026) an Inside Public Accounting Top 500 Firm have been recognized as a Best Place to Work in Georgia (Georgia Trend Magazine) and Atlanta (Atlanta Business Chronicle) and earned the Best of Accounting Client Satisfaction credential from ClearlyRated.
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
- Annual Performance Bonus
- Commitment to Professional Development
- Optional Equity Program Eligibility at Sr. Manager Level top performing Managers
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.
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. We hire and promote individuals solely based on qualifications for the position to be filled and business needs.
Key Skills
About Company
Ascend is a modern growth platform for entrepreneurial CPA firms, offering capital, technology, and talent support to help firms stay independent while growing stronger together.
