Tax Senior

Ascend Partner Firms•San Diego, CA

2d•$95,000 - $120,000•Hybrid

About The Position

LevitZacks is seeking a Tax Senior to join their growing team and take on meaningful work from day one. In this role, you’ll work directly with Partners and Managers and become a core member of a close-knit, collaborative team that serves a diverse and sophisticated client base, including partnerships, S corporations, business owners, trusts, and high-net-worth individuals. LevitZacks has been part of the San Diego business community since 1964 and has been recognized as one of San Diego’s Best Places to Work for multiple years. The firm is collaborative by design, with the depth and resources to serve complex clients without the bureaucracy that can slow down larger firms.

Requirements

CPA license or actively pursuing licensure
2–5 years of public accounting tax experience
Hands-on experience preparing individual, partnership, and S corporation tax returns
Experience with multi-state filings, brokerage statements, and Schedule K-1s
Strong knowledge of tax accounting principles and federal and state tax rules
Strong problem-solving skills, with the ability to identify issues and bring thoughtful solutions to the table
High attention to detail and ability to manage multiple deadlines
Strong written and verbal communication skills, including confidence communicating directly with clients
Collaborative, team-oriented mindset
Must be authorized to work in the United States without visa sponsorship

Nice To Haves

California tax experience
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

Responsibilities

Prepare federal and state income tax returns for individuals, partnerships, S corporations, and trusts
Work with clients to gather and evaluate tax information needed to prepare accurate returns
Prepare quarterly estimates and tax projections for business owners and individuals
Communicate directly with clients regarding return preparation, open items, estimates, and planning matters
Assist with tax planning and identify opportunities to add value for clients
Research technical tax issues and document conclusions
Stay current on evolving tax laws and regulations
Collaborate closely with managers, partners, and other team members across engagements