CAAS Senior

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.

About MHP

Big firm expertise with small firm customer service. With over 75 employees, MHP is the largest regional CPA firm in Wyoming. However, since our start in the early 1930s, MHP has been dedicated to personalized customer service to both our employees and clients. MHP is deeply rooted in the Cheyenne community, both figuratively and literally—not only have we been around for over 90 years, but our office is also located in the heart of downtown Cheyenne within walking distance of good food, coffee, and breweries.

Tradition meets modernization. While the wild west may come to mind when you think of Wyoming, and that is a part of our history we hold dear, don’t think we’ve been left in the proverbial dust. Our city is home to topnotch restaurants, breweries, shopping, art galleries, and theater. Where you might see History and Today collide best may be Cheyenne Frontier Days, the largest and oldest rodeo in the world. Hundreds of thousands of people from all over come to Cheyenne to see the concerts, special events, and rodeo each year. If the outdoors are more your scene, Wyoming is not lacking there either. We have some of the best camping, skiing, fishing, hunting, climbing, and biking in the country.

You’re more than a number. As part of our MHP team, you'll have the unique opportunity to make your mark on the company and advance your career in the area you desire. Managers and Partners have an “open door policy”, which is practically unheard of in larger firms. We encourage employees to get involved in our community as well as with each other—we host several team building and employee events every year, including holiday parties, BBQs, cornhole tournaments, Friday Nights on the Plaza (a Cheyenne summer concert series), and more!

Be a part of something bigger. At MHP, we strive to not only be experts in our field but also provide superior client service to our wide variety of clientele. We are a team—always willing to give a helping hand to our coworkers when we’re able and will bend over backwards for our clients. We pride ourselves on servant leadership—we are leaders in our office and our community.

Job Summary: 

This position is responsible for assisting clients with a variety of accounting services. They read, analyze, and interpret information presented from investment and trust companies, understand their situations, develop an approach to get the work done, and effectively discuss financial statement reporting to clients and other third party representatives.   

Education and Experience Requirements:

Bachelor’s degree with 2-5 years of tax, auditing or accounting at a public accounting firm. Candidate will also have experience in a professional office setting with extensive client contact.

Essential Functions:  To perform successfully in this position, an individual must be able to perform essential duties satisfactorily as well as possess education/experience, employ the knowledge, skills, and abilities as listed in representative fashion; reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Accounting for investments on a monthly, quarterly, or annual basis to provide clients with traditional and/or trust accounting financial statements.
• Interviews clients for a variety of accounting service needs and requests necessary information from clients through email, face-to-face meetings, or telephone conversations when preparing clients’ return, reports and compilations, etc.
• Reads, analyzes and interprets information presented by clients, understands their situations, develops effective approaches to performing their work, and recommends systems and procedures to clients.
• Trains, mentors, develops, and motivates staff to provide exceptional client service while working as a cohesive, collaborative team.
• Provides cash management service, including maintaining adequate cash balances to service accounts payable and payroll needs and transferring of funds as needed.
• Composes correspondence to staff, clients, and governing agencies, or other correspondence as required by the position.
• Reconciles trial balances for clients, converts cash basis to accrual and assists Client Service Partners with unusual, complex accounting issues, and reconciles equity accounts to the tax returns for various types of entities.
• Plans and oversees projects and works accurately, efficiently, and within budgets while organizing, scheduling and prioritizing work involving multiple engagements while bringing all to a successful completion.
• Proficient in tasks, as well as assisting others in performing the tasks, including: reconciling bank statements, financial statements, reconciling accounts and making journal entries, reconciling W-2’s at year end with quarterly payroll tax reports and balancing to the general ledger.
• Performs other duties as assigned.

Knowledge, Skills, and Abilities:

• Ability to anticipate the needs of clients and make independent decisions of a significant matter.
• Demonstrates the ability to understand new company set-up using write-up software and be able to effectively train clients and staff on software, accounting and payroll issues.
• Able to utilize a variety of computerized in-house software platforms for the electronic preparation of tax returns, payrolls and reports, in a paper-less environment.
• Excellent customer service skills; ability to communicate clearly with a variety of people, in one-to-one and small group settings – either face-to-face, by telephone, or by other electronic means – ability to communicate in an informative manner, effectively listen, and be able to handle escalating situations with concern and confidence.
• Possesses superior knowledge of Software Platforms used.
• Ability to deal effectively and professionally with people; proven capabilities in establishing appropriate professional rapport, with courtesy and tact, to accurately determine other’s needs, collect necessary information, and follow-through when requested.
• Ability to keep client information confidential. 
  

The Perks

Our compensation package includes a competitive base salary (commensurate with experience), retirement plan, health/dental/vision insurance, short-term and long-term disability options, EAP benefits, self-managed PTO, experience-based recognition, continuing education and more. We strongly believe in expanding our certifications and technical skills and have incentives for achieving designations/certificates that bring value to the firm.

For questions or inquiries about the role, please reach out to Alex Harvick, Senior Recruiter at [email protected]. 

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.