Tax Senior

Who 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.

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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 Clearly Rated.

The Role

We 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 Responsibilities

* Prepare 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 work papers 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 Qualifications

* Bachelor's degree in accounting, finance, or related field

* 2-5 years of public accounting experience in tax preparation and review

* Proficiency preparing business and individual returns

* Strong organizational skills with the ability to manage multiple engagements simultaneously

* Effective written and verbal communication skills

Preferred Qualifications

* CPA license or Enrolled Agent (EA) or actively pursuing completion of CPA exam

* Experience supervising or mentoring junior staff

* Proficiency with CCH Axcess, Ultra Tax, Quick Books, and Microsoft Office

* Exposure to multi-state, trust, or other specialty tax areas

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…