Tax Manager

Walter Shuffain is seeking a skilled and motivated Tax Manager to lead and

manage multiple client engagements while fostering the growth and development of

our tax team. In this role, you will serve as a trusted advisor to private

businesses, high-net-worth individuals, and families, providing strategic tax

planning, technical expertise, and practical business guidance. You will oversee

complex engagements, build lasting client relationships, mentor staff, and

contribute to practice development initiatives. The ideal candidate combines

strong technical knowledge, leadership ability, and excellent communication

skills to deliver exceptional client service while driving team and firm

success.

About Walter Shuffain

• Established in 1994, WS Advisors is a Boston-based advisory and accounting firm
• dedicated to delivering thoughtful tax, financial, and business guidance that
• helps clients make confident, forward-looking decisions. We pride ourselves on a
• collaborative culture rooted in accountability, respect, responsiveness, and
• continuous learning, where diverse perspectives are welcomed and individual
• growth is encouraged.

• Recognized for excellence, innovation, and a supportive work environment, WS
• Advisors has been named an IPA Top 200 Firm, an IPA Fastest Growing Firm, an IPA
• Best of the Best Firm, and one of Accounting Today’s Best Firms to Work For. We
• invest in our people and foster meaningful careers built on teamwork, integrity,
• and shared success.

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/].

Essential Functions

• Oversee multiple client engagements; Technical planning and advising of

clients that include private entities (including C-Corp, S-Corp, Trusts, and

Partnerships) as well as high-profile individuals/families

• Develop and maintain excellent client relationships through superior customer

service

• Serve as the primary client contact on all related matters and directly

interact with client owners and senior team members

• Recognize and resolve potential or existing problems with appropriate

research and consulting on tax services performed

• Consulting, working with, and servicing client base to make recommendations

on business improvement and process improvement and serve as a business

advisor to clients

• Thorough knowledge and exposure to issues which include but are not limited

to mergers and acquisitions, entrepreneurship, funding requirements, growth

objectives and exit strategies

• Assist in the development and execution of department’s various training

programs

• Set and monitor budgets, assist with staff scheduling and workload

assignments

• Prepare client billings timely and direct and assist with collection efforts
• Establish and conduct formal training seminars for staff members
• Think proactively and have involvement in practice development opportunities

that cross sell to existing clients as well as new clients

• Participate in recruitment events, employee performance management, training

support, and business development opportunities

• Building effective long-term relationships with our clients, understanding

their unique needs to provide a tailored service to our complex clients

Education, Skills and Experience

• BS or MS in Accounting or Tax
• 6 years of experience within a Public Accounting firm as a Tax Manager
• Ability to lead and manage a team of tax professionals
• Ability to meet challenging client requirements, provide excellent

interpersonal, oral and written communication skills, analytical and research

capabilities

• Strong knowledge of Tax laws and able to communicate to shareholders
• Ability to exercise independent judgment and make sound decisions and

recommendations in client related matters pertaining to tax returns

The annual base salary range for this role is $145,000-175,000. This range

includes the anticipated low and high end of Walter Shuffain’s salary range for

this position. Actual compensation may vary based on various factors, including

experience, education and/or skill level.