Tax Manager & Client Solutions Lead (CPA)

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

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.