Tax Manager – Individual and Closely Held Business Tax

Who We Are

About Sweeney Conrad

• At Sweeney Conrad, our foundation of “people first” begins with our
• employees—because we know the success of our firm stems from the relationships
• within it. We consider our employees family and foster a positive work culture,
• encouraging a healthy balance between work and life; building a career over
• having a job; continuing education and skill development; and being actively
• involved in the Puget Sound community where we live, work, and play.

• We’re proud of our employees and our culture and have been recognized
• by Accounting Today as one of the “Best Accounting Firms to Work For” and
• by Puget Sound Business Journal as one of “Washington’s Best Workplaces”. For
• more information, visit www.sweeneyconrad.com [http://www.sweeneyconrad.com/].

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
• [https://www.linkedin.com/safety/go/?url=http%3A%2F%2Fwww%2Eascendtogether%2Ecom%2F&urlhash=sOX2&mt=n9pyteW0VTmaQnk7YeB-2iMYmepczxtx1utAsjE5y_OXZtD_Hxo5KDFdZRix7BiPLRZ6tEqiUamuRrXK_KvUOrt8040&isSdui=true].

• Tax Manager

• As trusted advisors and dedicated partners, our highly motivated tax managers
• work with other team members to provide closely held companies and high net
• worth individuals with tax and accounting services (including planning,
• consulting, research, and compliance) that meet their present needs and help
• them secure a prosperous future. Tax managers have full client responsibility
• and play an integral role in developing our tax staff into future firm leaders.
• They also represent Sweeney Conrad in the community and develop referral
• relationships with professionals in related industries.

• The Tax Manager is responsible for overseeing tax engagements, managing client
• relationships, and providing technical tax expertise to ensure high-quality
• service delivery.  The ideal candidate has experience serving high-net-worth
• individuals and closely held businesses. The Tax Manager serves as the POC and a
• trusted advisor to clients, mentors and develops staff, manages engagement
• deadlines, and collaborates with firm leadership to support client and firm
• growth. Strong technical knowledge, leadership skills, and a commitment to
• exceptional client service are essential for success in this role. This position
• reports directly to the Tax Partner and is based in Kirkland, Washington, with a
• hybrid work schedule.

• Specific Duties Will Include

• Manage and review complex federal, state, and local tax returns for

individuals, partnerships, S corporations, trusts, and other entities

• Develop and maintain strong client relationships by serving as a trusted

advisor and primary point of contact

• Review work prepared by associates and seniors, providing technical guidance,

coaching, and constructive feedback

• Manage multiple engagements simultaneously, ensuring projects are completed

accurately, timely, and within budget

• Identify opportunities to improve client tax positions and support long-term

financial goals

• Contribute to business development efforts by identifying opportunities

within existing client relationships and supporting prospective client

initiatives

• Stay current on changes in tax laws, regulations, and industry trends to

ensure compliance and deliver proactive guidance

• Perform other duties as assigned by the department managers

The successful candidate will have

• 5 to 10 years’ experience in public accounting tax experience, including

experience managing client engagements

• Experience managing individual and entity client engagements
• Minimum bachelor’s degree in Accounting or Taxation
• Active CPA license or Enrolled Agent (EA) credential
• Strong tax compliance experience with individuals, partnerships, S

corporations,  trusts, and other business entities

• Experience reviewing tax returns and workpapers, ensuring accuracy,

completeness, and compliance with applicable regulations

• Experience serving high-net-worth individuals and closely held businesses
• Proficiency in Microsoft Office Suite Demonstrated experience in managing

multiple tasks and in organizing and prioritizing work assignments and

ongoing duties

• Ability to communicate effectively and timely in writing and verbally with

colleagues, clients, and other external partners

• Ability to work effectively in a diverse team environment

Benefits

• The pay range for this role is $115,000 - $150,000 per year. This range includes
• the anticipated low and high end of the pay range for this position. Actual
• compensation may vary based on various factors, including experience, education,
• and/or skill level.

• For employees working 30 or more hours per week, we offer a comprehensive
• benefits package that includes medical, dental, and vision coverage, as well as
• dependent coverage; Health Care and Dependent Care Flexible Spending Accounts;
• and employer-paid life and disability insurance; and a 401(k) plan with employer

match. We also provide flexible time off (PTO) and 12 paid holidays.

At Ascend, 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. Ascend hires and promotes individuals

solely based on qualifications for the position to be filled and business

needs.