Tax Senior

About Ascend

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 resources, best-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 today’s industry challenges to reach their full potential.

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. You’ll 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 we’re looking for team members who share our values of excellence, integrity, and fun.

The Role

We are seeking an experienced Tax Senior to join our collaborative, people-first team!

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

• Bachelor's degree in accounting, finance, or related field
• 2–5 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

Preferred Qualifications

• CPA license or Enrolled Agent (EA) or actively pursuing completion of CPA exam
• 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

• Unlimited PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Anual 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, Lead Recruiter at kchedgy@ascendtogether.com.

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.