Tax Manager (3x #1 Best Firm to Work for)

Ascend Partner Firms•San Diego, CA

11d•$136,000 - $160,000•Hybrid

About The Position

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 We believe your ambition should not be constrained by outdated practices or opaque career paths.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 . We partner with regional, entrepreneurial firms and provide them with the resources and support necessary to thrive in today's dynamic market. This includes access to growth capital, robust talent acquisition, top-tier technology, transformative leadership, shared back-office services, & more. Founded in January 2023, Ascend attained revenues to sufficiently qualify as a Top 100 U.S. accounting firm within six months of operation. Explore Ascend , where your career soars without sacrificing your quality of life. About LevitZacks LevitZacks earned our reputation for delivering high-quality tax, accounting and business advisory services to the San Diego community for the past 60 years. We have one office, yet our team members are located across the country. Our ratio of CPAs to total professional staff is the highest among the top 17 firms in San Diego (San Diego’s Business Journal’s Book of Lists 2024). Our team loves working here due to our exceptional culture. Each member of the team is valued and respected. LevitZacks listens to its team members. Exceptional client service is a team effort, and it shows our commitment to service through our commitment to our team members. Our team members are our most valuable asset. That's why at LevitZacks we are committed to a comprehensive benefit program that helps our team stay healthy, feel secure, and maintain a positive work/life balance. The Role As a key member of the tax management team, this position will lead and manage all aspects of technically complex tax engagements, including consulting, planning and compliance projects for closely held multi-tiered pass-through entities and C corps. In this role, you will work closely leading the tax preparation team by providing them guidance, direction and leadership throughout the engagement cycle. This role will be achieved in a remote or hybrid (San Diego, CA) environment.

Requirements

Bachelor’s degree in accounting or business with a certificate in accounting from an accredited university
Minimum of 6 years of increasing levels of responsibility in tax with a regional or large local CPA firm
Must be an Active CPA
Prior tax experience with Partnerships, S-Corps, and Pass-Through Entities
Demonstrably strong leadership skills
In-depth knowledge of tax laws and regulations
Ability to interact well with others in a team environment, as well as being able to work independently

Nice To Haves

Master's degree in Accounting or Taxation
Strong understanding of tax technology. ProSystem/Engagement experience and experience working in a paperless environment is a plus.
Successful business development skills with proven track record a plus

Responsibilities

Tax Consulting and Compliance: This position will work directly with clients assisting them with their planning and lead and ensure the team maintains a high degree of accuracy and timeliness of the preparation of tax returns, estimates and projections.
Team Leadership: Work to ensure your team is engaged and excited by listening and assisting in the development of team members’ goals to meet department objectives while also providing opportunities for them to grow.
Client Service: Deliver quality internal and external client service, in accordance with the Firm’s values, in order to build and maintain client loyalty and teamwork by contributing to a positive client and team member experience.
Continuous Process Improvement: Focus on solutions and problem solving creatively in order to help make timely decisions by translating requests into action.

Benefits

Our firm has a clearly written opportunity path to give our team members an idea of how they can advance through our firm and what to expect at each level.
We have a great working environment and a great group of team members.
In 2022, LevitZacks was ranked #8 in the United States by Accounting Today as a Best Firm for Women to work for.
In addition, we are proud award winners of Best Places to Work in San Diego (2011, 2012, 2013, 2014, 2015, 2017, 2018, 2019, 2020 (#1), 2021, 2022, 2023 and 2024 and Accounting Today’s Best Accounting Firms to Work For (2011, 2012, 2013, 2014, 2015, 2017 (#8), 2018 (#6), 2019 (#1), 2020 (#1), 2021(#1), 2022, 2023 and 2024 (#4) (only firm to ever receive this award 3 years in a row!).
We are also ranked in #1 in CPA to professional ratio of the top 17 firms in San Diego (2024 Book of Lists).
Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:
Flexible PTO
Above Industry Average Number of Holidays
Medical, LTD, Dental Insurance
Excellent Voluntary Insurance Options
401(k) Matching
Discretionary Bonus
Core Hours Allowing for Flexible Work Schedule/ No Mandatory Saturdays
Commitment to Professional Development