Tax Manager
Role description
From the employerWho We Are
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.
- For more information, visit www.ascendtogether.com
- [http://www.ascendtogether.com/].
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. In 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 experienced Tax Managers to join our collaborative, people-first
- team!
- As a Tax Manager, you will lead and manage all phases of business and individual
- client tax advisory and compliance engagements, serving as a trusted advisor to
- a diverse client base. You will oversee the preparation and review of complex
- returns, mentor and develop junior staff, and ensure projects are delivered
- accurately and on time.
- This is a leadership role for someone who values technical excellence, strong
- client relationships, and contributing to a positive, team-oriented culture. Our
- firm is team-oriented and prides itself on providing quality work and excellent
- customer relations in a friendly, collaborative working environment.
Key Responsibilities
- Lead and manage business (1120, 1120S, 1065) and individual (1040) tax
engagements from planning through delivery, to include preparation as needed.
- Review and oversee the work of staff and senior accountants to ensure
technical accuracy, compliance, and efficiency.
- Serve as a point of contact for clients, maintaining ongoing communication,
and identifying opportunities for value-added services.
- Advise clients on federal, state, and local tax matters, offering proactive
strategies to minimize risk and optimize results.
- Mentor, train, and develop junior team members, providing technical guidance
and performance feedback.
- Conduct research on complex tax issues and present findings in clear,
actionable terms.
- Manage project timelines, budgets, and production goals to ensure engagement
profitability.
- Collaborate with partners and other managers to manage client relationships
and support firm growth.
- Stay up to date with changing tax regulations and incorporate innovative,
practical solutions into client service.
- Contribute to a positive, collaborative team culture that values
accountability, integrity, and professional growth.
Required Qualifications
- Bachelor's degree in accounting, finance, or related field
- CPA or Enrolled Agent (EA)
- 7+ years of public accounting experience in tax preparation and review
- Strong knowledge of basic accounting, corporate, partnership, and individual
taxation
- Excellent project management, analytical, and communication skills
- Demonstrated ability to lead teams, manage multiple priorities, and meet
deadlines
- Client-service mindset with a commitment to quality and relationship building
Preferred Qualifications
- Experience with CCH Axcess, UltraTax and/or QuickBooks
- Knowledge of multi-state, high-net-worth individual, estate, and trust tax
issues
- Prior supervisory experience with demonstrated ability to mentor and inspire
staff
- Interest in business development or firm growth initiatives
What We Offer
- 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. 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, Lead
Recruiter at kchedgy@ascendtogether.com [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.