Tax Senior

Who We AreAbout AscendAt Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms-from rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number but a valued member of a community that champions both your professional and personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and robust resourcesBacked 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.About Wilson LewisWilson 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 RoleWe are seeking an experienced Tax Senior to join our collaborative, people-first team!As a Tax Senior, you will take ownership of tax engagements from start to finish - preparing and reviewing federal and state returns for individuals, partnerships, corporations, trusts, estates, and non-profits while directly supervising and developing staff. You will serve as a key point of coordination between staff and managers, ensuring work is technically sound, on time, and delivered to firm standards.This role is well suited for someone who is ready to take on greater responsibility, sharpen their technical expertise, and begin developing the client service and leadership skills that will carry them forward in their career.Key ResponsibilitiesPrepare 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 QualificationsBachelor's degree in accounting, finance, or related field2-5 years of public accounting experience in tax preparation and reviewProficiency preparing business and individual returnsStrong organizational skills with the ability to manage multiple engagements simultaneouslyEffective written and verbal communication skillsCPA candidate - actively pursuing or on track to complete the CPA examPreferred QualificationsCPA license or Enrolled Agent (EA)Experience supervising or mentoring junior staffProficiency with CCH Axcess, UltraTax, QuickBooks, and Microsoft OfficeExposure to multi-state, trust, or other specialty tax areasWhat We OfferAt 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 PTOMedical, Dental, Vision, & Voluntary Insurance Options401(k) MatchingAnnual Performance BonusCommitment to Professional DevelopmentOptional Equity Program Eligibility at Sr. Manager Level + top performing ManagersHow to ApplySubmit your information in the application section directly below! This will include:Basic contact informationResume/CV and optional cover letter uploadWork eligibility and compensationVoluntary demographic & self-ID questionsFor questions or inquiries about the role, please reach out to Kim Chedgy, Manager of Recruiting at kchedgy@ascendtogether.com.