Tax Manager

Ascend Partner Firms; Paso Robles (CA); Hybrid; USD 121,000 - 164,000; Full time

Benefits offered by this job

Flexible PTO

Excellent Voluntary Insurance Options

401(k) Matching

Discretionary Bonus

CPA bonus for licencia CPA

Commitment to Professional Development

Meaningful work

Job summary

Glenn Burdette, a progressive accounting and business consulting firm, seeks a Tax Manager to prepare and review federal, state, local and special tax returns for businesses and individuals. You will supervise staff, perform tax research, and advise on tax matters in a hybrid/onsite setting across multiple California offices including San Luis Obispo, Paso Robles, and Santa Maria.

You will lead engagements with strong project management, analytical and communication skills, fostering quality

Qualifications

• Minimum of 6 years of tax accounting experience with individual and business tax returns.
• Active licensed CPA.
• Bachelor’s degree in accounting, finance, or related field.
• Excellent project management, analytical, interpersonal, and communication skills.
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines in a fast-paced, collaborative environment.
• A strong desire toward career advancement and goal toward future firm ownership.

Responsibilities

• Maintains contact with clients throughout the year to proactively identify their tax needs.
• Manages expectations of services including work products, timing and value to be delivered.
• Demonstrates excellent project management skills, inspires teamwork and responsibility with engagement team members and utilizes current technology and tools to enhance the timeliness and effectiveness of deliverables and service.
• Plans, supervises, reviews and controls engagements of all sizes and complexities for tax compliance with professional standards.
• Manages time and client projects to achieve realization rates on engagements and supervise others to meet budgets.
• Manages a group of tax staff, including career development and training.
• Provides on-the-job training; reviews complex tax returns and offers constructive feedback.
• Generates new client revenues through nurturing and expansion of external referral networks.

Skills

Tax accounting

CPA licensed

Project management

Analytical skills

Communication skills

Education

Bachelor's degree in accounting/finance

Tools

QuickBooks

CCH Axcess/Practice Management

CSI Depreciation

CaseWare

BNA Tax Planning Software

Microsoft Office

Job description

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 Glenn Burdette

Glenn Burdette is a progressive accounting and business consulting firm deeply committed to fostering professional growth among our staff. Bright, enthusiastic and team-oriented individuals who have strong planning, communication, analytical and organizational skills are always welcome here!

It is with pride that we announce, for the 9th consecutive year, our firm has been recognized as one of the Best Places to Work on the Central Coast (SLO, Santa Barbara, and Ventura Counties) by the Pacific Coast Business Times. At Glenn Burdette, we continuously seek individuals who will contribute to the ongoing growth of our legacy.

Our sustained growth and compelling client portfolio make Glenn Burdette an appealing career choice for professionals, particularly those who value the independent firm environment while seeking challenging and rewarding work. We provide an enriching career trajectory for outstanding and motivated individuals. This, combined with our competitive salary structures, contributes to our ability to retain a highly qualified and professional staff.

The Role

As a Tax Manager at Glenn Burdette, you will prepare and review federal, state, local and special tax returns focused on business and individual taxation, flow-through entities, closely held corporations, and tax planning. You will carry out your outstanding project management, analytical, interpersonal, and communication skills. You will participate in training and supervision of staff, conduct tax research, and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment. Openings are available in a hybrid or fully onsite environment at our San Luis Obispo, Paso Robles, and Santa Maria offices.

Key Responsibilities

• Maintains contact with clients throughout the year in order to proactively identify their accounting tax needs.
• Manages expectations of services including work products, timing and value to be delivered.
• Demonstrates excellent project management skills, inspires teamwork and responsibility with engagement team members and utilizes current technology and tools to enhance the timeliness and effectiveness of deliverables and service.
• Plans, supervises, reviews and controls engagements of all sizes and complexities for tax compliance with all professional and firm standards. This includes responsibility for client adherence to compliance related deadlines such as tax return filings, extensions, tax estimate requirements, supervising time budget development and fee recommendations and working with internal staff and clients to plan engagement requirements, objectives, and strategies.
• Manages time and client projects efficiently to achieve reasonable realization rates on engagements and able to supervise others in order to meet project budget
• Manages a group of tax staff, including their career development, training and professional development, productivity and performance.
• Provides on-the-job training; reviews complex tax returns prepared by staff and able to provide helpful, constructive feedback.
• Generates new client revenues through the nurturing and expansion of external referral networks that identify prospect opportunities, according to personal marketing plan.

Required Qualifications

• Minimum of 6 years of tax accounting experience with individual and business tax returns.
• Active licensed CPA.
• Bachelor’s degree in accounting, finance, or related field.
• Excellent project management, analytical, interpersonal, and communication skills.
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines in a fast-paced, collaborative environment.
• A strong desire toward career advancement and goal toward future firm ownership.

Preferred Qualifications

• Consultative/Advising Experience within Public Accounting.
• Knowledge of estate, gift, trust management, and experience with IRS and/or FTB audits.
• Proficiency in QuickBooks, CCH Axcess/Practice Management, CSI Depreciation, CaseWare, BNA Tax Planning Software, and Microsoft Office.

What We Offer

As a firm, we offer great benefits, a competitive salary and a focus on mentorship and career advancement. Headquartered in San Luis Obispo, CA with offices in Santa Maria, CA and Paso Robles, CA, Glenn Burdette is a growing accounting and consulting firm focused on tax, audit, and consulting needs. Explore the opportunities that await you today! Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:

• Flexible PTO
• Excellent Voluntary Insurance Options
• 401(k) Matching
• Discretionary Bonus
• Commitment to Professional Development, including a CPA bonus for employees obtaining their CPA license
• Meaningful work that makes a difference in our clients’ lives

The pay range for this role is $125,000 - $160,000 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.