Tax Associate
Job Summary
Tax Associate
About KSDT
KSDT has long been recognized as one ofForbes Best Accounting and Tax Firms in Americaand one of theSouth Florida Business Journals Best Places to Work. Now with our exciting new partnership with Ascendwerestepping into the next phase of growth and opportunity.
Whathasntchanged is our culture: the secret sauce that sets us apart. We foster a fun and creative environment keeppoliticsout and make work-life balance a priority. Weseekhighly motivated individuals who want not only true career advancement but also the chance to shape and grow alongside a firm that is scaling rapidly. Our partners and knowledgeable professionalsremainaccessible for hands-on learning mentorship and development.
InSeptember2025KSDTmade the strategic decision to joinAscend! WithAscendspartnership and shared resourcesKSDTis well positioned for strong innovation and growth in the years to come.
About Ascend
At Ascend we recognize the struggles that accounting & finance professionals face in traditional firms-from 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 We believe your ambition should not be constrained by outdated practices or opaque career paths. Hereyourenot just a number but a valued member of a community that champions both your professional and personal fulfillment. Our mission is to transformthe publicaccounting 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.
For more information visit.
Locations: Miami Florida OR Weston Florida OR Boca Raton Florida OR Remote OR Hybrid
Responsibilities
- Provide consulting services and make recommendations to clients on innovative business tax planning and compliance services in a timely and effective manner.
- Review tax returns from associates and interns and make recommendations regarding accuracy and tax savings opportunities.
- Assist Manager in running client engagements from start to finish including planning executing directing and completing tax projects and managing to budget.
- Ensure complete client satisfaction through open communication managing meeting deadlines and proactively sharing tax saving strategies.
- Work closely with Partners Senior Managers Managers and Staff on client management professional development and business development activities.
- Resolve minor issues directly with the IRS and other tax authorities.
- Assist with resolving more complex issues with IRS and other tax authorities.
- Participate in client meetings. May lead client meetings with smaller clients.
- Supervise train and mentor associates and interns on tax projects and assess performance of staff for engagement reviews.
- Attend professional development and continuing education sessions on a regular basis.
- Other related duties as assigned.
Desired Qualifications
- Bachelors or Masters degree with a major in accounting.
- Masters in Taxation or LLM in Taxation a plus.
- Strong technical skills pertaining to tax preparation and review tax compliance agency correspondence and tax research.
- Experience in tax provisions a plus.
- Ability to problem-solve and think both creatively and logically.
- Demonstrated ability to self-direct and effectively organize prioritize and manage multiple engagements under tight deadlines.
- Outstanding leadership mentoring and interpersonal skills fostering client and staff relationships.
- Excellent analytical organizational written and verbal communication skills.
- Ability to attract and develop profitable sustainable client relationships.
Benefits and Perks:
- HealthDentalVisionShortandLong-TermDisability
- FlexibleTimeOff
- FSA&HSA
- EmployeeAssistantPrograms
- 401(k)Matching
- CommuterBenefits
- ParentalLeave
- Modernized Incentives and Equity Participation
KSDT is dedicated to ensuring equal opportunity in all aspects of employment including hiring promotion compensation and workplace culture.
KSDT is committed to fostering a diverse and inclusive workplace. We comply with all applicable federal state and local employment laws and do not discriminate based on race color religion sex national origin age disability pregnancy childbirth genetic information sexual orientation gender identity veteran status or any other protected category under applicable law.
We provide reasonable accommodations for qualified individuals with disabilities pregnancy-related conditions and religious beliefs unless doing so would impose an undue hardship.
This job description is intended to provide a general overview of the responsibilities and qualifications of the position. It is not an exhaustive list and additional duties may be assigned as needed.
Required Experience:
IC
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.