Administrative Specialist

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At Ascend, we understand the struggles that accounting & finance professionals face in traditional public accounting firms - from rigid hierarchies, overwhelming workloads, and the elusive work-life balance. It’s time for a transformative change. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number; you’re a valued member of a community that supports & celebrates your professional & 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 comprehensive resources.

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.

At Tronconi Segarra & Associates (TSA), we empower every client to become his or her best and most confident self through the responsible provision of high‑quality financial and business services, products and information. Over the years, our clients have told us that our solutions have made a difference in their businesses and given them the confidence to take the next steps – buy or sell a business, expand a plant, open a new branch, hire additional employees, prepare for the next generation to run their business, expand sales to a new country.

And we’ve been with them every step of the way, providing the support, services and information they need to reach the next level of success.

As a Tax Administrative Specialist, you will play a critical role in supporting the operational and administrative needs of the Tax Practice Area. Reporting to the Practice Area Manager, you will assist with client onboarding, document management, scheduling, and billing coordination to ensure exceptional client service and smooth workflow execution. This position requires a detail‑oriented, proactive professional who thrives in a collaborative environment and is passionate about delivering high‑quality administrative support.

• Client Onboarding:
  • Support client onboarding for the Tax Practice, ensuring accurate setup in CCH Axcess with complete required fields (e.g., email, engagement details).
  • Help with document collection, up fronting, scanning, and final delivery of tax engagements.
  • Coordinate sign‑off and delivery processes for client deliverables.
• Client Support:
  • Assist tax professionals with client account management, document preparation, and client communications.
  • Support scheduling and coordination of client meetings, ensuring all necessary documentation is prepared in advance.
  • Manage client inquiries and provide timely responses to maintain client satisfaction.
  • Support client meeting preparation and ad‑hoc engagement needs.
• Tax Return Delivery & Compliance:
  • Ensure timely delivery of tax returns via Safesend, binding, mail, and e‑filing.
• Administrative Coordination:
  • Perform general administrative duties, including data entry, filing, scanning, and backup receptionist coverage during breaks.
  • Support the Practice Area Manager in departmental initiatives and priorities.
  • Organize and maintain accurate client records in firm systems.
  • Support data collection, document scanning, and client follow‑ups…