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

Who We Are

About Ascend

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.

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 senior 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. 

Key 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.

Required Qualifications

• Bachelor’s degree in accounting or business with a certificate in accounting from an accredited university
• Minimum of 10 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

Preferred Qualifications

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

Who We Look For

An experienced Senior Manager with excellent oral and written communication skills. Someone who is able to interact well with others in a team environment, as well as able to work independently. A dedicated team-player, committed to producing high-quality work and maintaining LevitZacks team, health, security, and work/life balance focused culture.

What We Offer

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

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility, credentials, and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at [email protected].

The pay range for this role is $169,000 - $219,000 per year. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.