Tax Manager

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Who We Are

*About Ascend*

At 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 We believe your ambition should not be constrained by outdated practices or opaque career paths.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 resources.

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.

*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 ClearlyRated.

The Role

We are seeking experienced Tax Managers to join our collaborative, people-first team!

As a Tax Manager, you will lead and manage all phases of business and individual client tax advisory and compliance engagements, serving as a trusted advisor to a diverse client base. You will oversee the preparation and review of complex returns, mentor and develop junior staff, and ensure projects are delivered accurately and on time.

This is a leadership role for someone who values technical excellence, strong client relationships, and contributing to a positive, team-oriented culture. Our firm is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, collaborative working environment.

Key Responsibilities

• Lead and manage business (1120, 1120S, 1065) and individual (1040) tax engagements from planning through delivery, to include preparation as needed.
• Review and oversee the work of staff and senior accountants to ensure technical accuracy, compliance, and efficiency.
• Serve as a point of contact for clients, maintaining ongoing communication, and identifying opportunities for value-added services.
• Advise clients on federal, state, and local tax matters, offering proactive strategies to minimize risk and optimize results.
• Mentor, train, and develop junior team members, providing technical guidance and performance feedback.
• Conduct research on complex tax issues and present findings in clear, actionable terms.
• Manage project timelines, budgets, and production goals to ensure engagement profitability.
• Collaborate with partners and other managers to manage client relationships and support firm growth.
• Stay up to date with changing tax regulations and incorporate innovative, practical solutions into client service.
• Contribute to a positive, collaborative team culture that values accountability, integrity, and professional growth.

Required Qualifications

• Bachelor's degree in accounting, finance, or related field
• CPA or Enrolled Agent (EA)
• 7+ years of public accounting experience in tax preparation and review
• Strong knowledge of basic accounting, corporate, partnership, and individual taxation
• Excellent project management, analytical, and communication skills
• Demonstrated ability to lead teams, manage multiple priorities, and meet deadlines
• Client-service mindset with a commitment to quality and relationship building

Preferred Qualifications

• Experience with UltraTax and QuickBooks
• Knowledge of multi-state, high-net-worth individual, estate, and trust tax issues
• Prior supervisory experience with demonstrated ability to mentor and inspire staff
• Interest in business development or firm growth initiatives

Location

At Wilson Lewis, we’re focused on creating a collaborative environment. This individual would ideally sit in the Duluth office but is also welcome to sit at the Atlanta location depending on commute. We are considered a fully in-office environment but do offer some flexibility as needed.

What We Offer

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 PTO
• Medical, Dental, Vision, & Voluntary Insurance Options
• 401(k) Matching
• Annual Performance Bonus
• Commitment to Professional Development
• Optional Equity Program Eligibility at Sr. Manager Level + top performing Managers

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility and compensation
• Voluntary demographic & self-ID questions

For questions or inquiries about the role, please reach out to Kim Chedgy, Manager of Recruiting at kchedgy@ascendtogether.com.

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. We hire and promote individuals solely based on qualifications for the position to be filled and business needs.