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. 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 the CAAS (Client Accounting & Advisory Services) Service Line Leader, you will be the strategic and operational driver of a $3–$6M practice. This role is designed for a high-impact leader who blends deep advisory expertise with a strong understanding of accounting fundamentals. You will shape the future of the CAAS practice by leading business development, overseeing client relationships, and mentoring a high-performing team. The CAAS practice is growing 30% yoy and needs to maintain this momentum through new go-to-market technology and organizational structure. This is a Director-level opportunity for a visionary professional who thrives in a dynamic, entrepreneurial environment. This role is central to TSA’s continued expansion and innovation in advisory services.
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Job Type
Full-time
Career Level
Director
Number of Employees
11-50 employees