Tax Manager - Pass-Through Entities & Business Owners

Ascend Partner Firms•San Diego, CA

7d•Hybrid

About The Position

LevitZacks is seeking a Tax Manager to join their team, serving as a trusted advisor to clients and leading complex tax engagements. This role involves working closely with Partners, overseeing client relationships, mentoring team members, and delivering tax planning and advisory services. The position is part of a collaborative team serving a diverse client base including partnerships, S corporations, business owners, trusts, and high-net-worth individuals. LevitZacks, established in 1964 in San Diego, is recognized for its collaborative culture and has been named one of San Diego's Best Places to Work multiple times. They offer the resources to serve complex clients without the bureaucracy of larger firms.

Requirements

CPA license required
6–9 years of progressive public accounting tax experience
Strong experience with individual, partnership, and S corporation taxation
Experience with multi-state filings, business-owner tax planning, brokerage statements, and Schedule K-1s
Strong knowledge of tax accounting principles and federal and state tax rules
Experience managing client engagements and supervising tax professionals
Demonstrated ability to build client relationships and manage projects with increasing independence
Strong problem-solving, organizational, and leadership skills
Excellent written and verbal communication skills
Must be authorized to work in the United States without visa sponsorship

Nice To Haves

California tax experience, including PTET, FTB compliance, and apportionment matters
Experience with CCH Axcess, CCH Engagement, CCH Axcess Document, and CCH Workflow
Experience with real estate, professional services, closely held companies, construction, technology, and high-net-worth individuals
Master's degree in taxation or accounting

Responsibilities

Manage federal and state income tax engagements for individuals, partnerships, S corporations, and trusts.
Review complex tax returns and workpapers prepared by staff, seniors, and supervisors.
Serve as a primary day-to-day contact for clients and build strong, long-term relationships through responsive communication and high-quality service.
Manage engagement timelines, staffing, workflow, and deliverables to ensure timely completion of client work.
Prepare and review quarterly estimates, tax projections, and planning analyses for business owners and individuals.
Identify tax planning opportunities and collaborate with clients and firm leadership to implement effective strategies.
Research technical tax issues and provide guidance to engagement teams.
Coach, mentor, and develop staff, seniors, and supervisors through ongoing feedback and training.
Collaborate with Partners on client service initiatives, practice growth opportunities, and business development efforts.
Stay current on evolving tax laws and regulations.