Skip to main content
Back to jobs

Advisory Director

External
ascendtogether logoAscendtogether · Miami, FL
Full-timeOn-site2mo ago30+ days old, may be filled
Accounts ReceivableComplianceLeadershipMentoringPublic SpeakingTax Preparation
Cover LetterConnect

Prepare for this interview

Elite

AI-generated questions, company research, and talking points tailored to this role


Responsibilities

  • Partner with clients to provide innovative tax services, including planning, research, compliance, and general mergers and acquisitions activities.
  • Fully manage client relationships as a go-to person for clients.
  • Manage and drive the success of multiple engagements in corporate, individual and partnership taxation.
  • Provide proper representation with taxing authorities for clients under federal or state examination.
  • Possess strong writing skills for responding to problem resolutions for tax notices.
  • Work closely with Partners, Managers and staff on client management, professional development and business development activities.
  • Manage team's activities, charge-ability, and budgets.
  • Maintain accountability for outstanding accounts receivable and take an active role in collections process.
  • Develop team's technical and industry skills and mentor career growth.
  • Be involved in practice development efforts of the firm.
  • Assist partners with preparation of engagement budgets, client billing and staff performance reviews.
  • Review staff work product and ensure firm processes and quality control procedures are being executed.
  • Identify and pursue outside business contacts through social, charitable, and business organizations. Become an active participant in these networking channels.
  • Pursue professional development through public speaking opportunities, seminar delivery, and through the writing of articles.
  • Prepare proposals and presentations; present complex subjects confidently.
  • Engage with team as a subject matter expert on complex tax issues.

Requirements

  • Bachelor's or Master's degree with a major in accounting
  • Masters in Taxation or LLM in Taxation a plus
  • CPA license
  • Minimum of 5 years of managerial experience in public accounting
  • Experience at a public accounting firm, with a substantial dedication of time to providing corporate and individual tax compliance and consulting services
  • Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research
  • Strong leadership, mentoring, and interpersonal skills fostering productive client and staff relationships
  • Excellent analytical, organizational, written, and verbal communication skills
  • Proven ability to attract and develop profitable, sustainable client relationships
  • Ability to multi-task and manage conflicting priorities in a fast-paced environment
  • Strong technology skills, including Microsoft Office Suite
  • Strong attention to detail and organizational skills
  • Benefits and Perks:
  • Health, Dental, Vision, Short and Long-Term Disability
  • Flexible Time Off
  • FSA & HSA
  • Employee Assistant Programs
  • 401(k) Matching
  • Commuter Benefits
  • Parental Leave
  • Modernized Incentives and Equity Participation
  • KSDT is dedicated to ensuring equal opportunity in all aspects of employment, including hiring, promotion, compensation, and workplace culture.
  • 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.

Benefits

Health insuranceDental insuranceVision insurance401(k)Flexible scheduleEquity / stock optionsParental leave

Additional Information

Senior Tax Manager KSDT has long been recognized as one of Forbes Best Accounting and Tax Firms in America and one of the South Florida Business Journal's Best Places to Work . Now, with our exciting new partnership with Ascend, we're stepping into the next phase of growth and opportunity. What hasn't changed is our culture: the "secret sauce" that sets us apart. We foster a fun and creative environment, keep the politics out, and make work-life balance a priority. We seek highly 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 professionals remain accessible for hands-on learning, mentorship, and development. If you want to join an accounting firm with "out of the box" thinking, and one that's now positioned for even greater reach with Ascend, apply here! Location : Boca Raton, Florida


Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at ascendtogether? Share your experience

Interested in this role?

Apply on the company's website.

Cover LetterConnect