Tax Manager

Ascend; San Luis Obispo (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Flexible PTO

Excellent voluntary insurance options

401(k) matching

Discretionary bonus

CPA bonus for employees obtaining CPA license

Job summary

Ascend is looking for an experienced Tax Manager in San Luis Obispo, California. You will prepare and review various tax returns, manage client expectations, and lead the tax staff while ensuring compliance with standards.

The ideal candidate will have at least 6 years of tax experience, an active CPA license, and strong project management skills. Benefits include flexible PTO, 401(k) matching, and a commitment to professional development.

Qualifications

• Minimum of 6 years of tax accounting experience with individual and business tax returns.
• Active licensed CPA.
• Excellent project-management, analytical, interpersonal, and communication skills.

Responsibilities

• Prepare and review federal, state, local, and special tax returns.
• Conduct tax research and advise on tax matters.
• Manage time and client projects efficiently to meet deadlines.

Skills

Project management

Analytical skills

Interpersonal skills

Communication skills

Self-motivation

Education

Bachelor's degree in accounting, finance, or a related field

Tools

QuickBooks

Microsoft Office

CCH Axcess/Practice Management

CSI Depreciation

BNA Tax Planning Software

Job description

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 conduct tax research, advise on tax matters, train and supervise staff, and manage client relationships to ensure high quality work and excellent customer relations.

Key Responsibilities

• Maintain contact with clients throughout the year to proactively identify their accounting and tax needs.
• Manage expectations of services including work products, timing, and value to be delivered.
• Demonstrate excellent project‑management skills, inspire teamwork, and utilize current technology and tools to enhance timeliness and effectiveness of deliverables.
• Plan, supervise, review, and control engagements of all sizes for tax compliance, ensuring compliance with professional and firm standards and deadlines.
• Manage time and client projects efficiently to achieve realistic realization rates and supervise others to meet project budgets.
• Lead a group of tax staff, including their career development, training, performance, and productivity.
• Provide on‑the‑job training; review complex tax returns prepared by staff and offer constructive feedback.
• Generate new client revenues through nurturing and expanding external referral networks according to a 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 a related field.
• Excellent project‑management, analytical, interpersonal, and communication skills.
• Self‑motivated with the ability to multi‑task and meet deadlines in a fast‑paced, collaborative environment.
• A strong desire for career advancement and a 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.

Benefits

• 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 clients’ lives

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.