CAAS Staff Accountant

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.

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We are a top 3 accounting and advisory firm in Western New York with nearly 140 partners and associates, including 70 CPAs serving clients across the U.S., Canada, Europe, and South & Central America. We serve all industries and have deep expertise in small business, manufacturing, education, e-commerce, aerospace & defense, construction, insurance, professional services, private equity, non-profits, and government entities.

Our key services include Tax Advisory services, M&A/Transaction Advisory services, State & Local Tax services, Client Accounting & Advisory Services (CAAS), Audit & Attestation Advisory services. We have many additional services that we specialize in. We strategically partnered with Ascend, an accounting firm platform, in 2025 to expand our footprint and enhance our capabilities and service offerings to our clients.

The Opportunity

As a Staff Accountant in our CAAS practice, you’ll play a key role in delivering high-quality accounting services and supporting advisory engagements. You’ll work closely with senior team members to help clients manage their financial operations, gain insights from their data, and make confident business decisions. This is a great opportunity for someone who is detail-oriented, eager to learn, and passionate about helping client businesses thrive.

Our CAAS practice is quickly expanding creating many future opportunities for career growth and development.

How You’ll Help Us Build a Confident Future:

Client Delivery & Support

• Prepare and maintain client financial records, including general ledger entries, reconciliations, and financial statements while adhering to accounting processes and workflows.
• Documenting client-specific processes and information.
• Assist in month-end and year-end close processes.
• Support controllership and CFO-level engagements with accurate and timely data.
• Help onboard new clients and ensure smooth transitions into TSA systems and processes.

Advisory Collaboration

• Translate financial data into actionable insights.
• Support budgeting, forecasting, and financial analysis projects.
• Contribute to the development of dashboards and reporting tools.

Technology & Process Improvement

• Utilize cloud-based accounting platforms and workflow tools to deliver efficient client service.
• Identify opportunities to improve internal processes, client efficiency, and workflows.
• Assist with implementation and optimization of technology solutions for clients.

Team Engagement

• Collaborate with team members across service lines to deliver integrated solutions.
• Take ownership of tasks, with a proactive approach to problem-solving and inquiry.
• Receive mentorship and training from experienced professionals.
• Pursue expanded responsibilities through training, certifications, and on-the-job training.
• Contribute to a culture of ownership, accountability, and continuous learning.

What You Need to Succeed (Required Qualifications):

• Associate’s degree in Accounting, Finance, or related field
• 0-2 years of accounting experience, preferably in public accounting, outsourced accounting, bookkeeping, or finance environments
• Exp…