Tax Senior

Glenn Burdette; San Luis Obispo (CA); Hybrid; USD 80,000 - 105,000; Full time

Benefits offered by this job

Flexible PTO

Excellent Voluntary Insurance Options

401(k) Matching

Discretionary Bonus

CPA bonus for CPA license

Meaningful client impact

Job summary

Glenn Burdette, a progressive accounting and business consulting firm on the Central Coast, is seeking a Tax Senior to prepare federal, state, local and special returns for individuals and businesses, including flow-through entities. You’ll apply strong project management and analytical skills in a team-oriented, client-focused environment.

The role offers hybrid or onsite work across our San Luis Obispo, Paso Robles and Santa Maria offices, with opportunities for professional growth and a CPA

Qualifications

• Minimum of 3 years of tax accounting experience with individual and business returns.
• Excellent project management, analytical, interpersonal, and communication skills.
• Self-motivator with the ability to multi-task and meet deadlines in a fast-paced environment.
• Desire toward career advancement and potential firm ownership.

Responsibilities

• Handles full tax compliance and prepares federal, multi-state, CA and local returns for various client types.
• Ensures regulatory compliance by studying rules and advising management on actions.
• Maintains knowledge through workshops, publications, and professional networks.
• Contributes to team effort and completes related special projects.
• Trains and develops staff.
• Prioritizes and manages multiple projects and deadlines.
• Communicates effectively with all levels of staff and clients.

Skills

Tax accounting

Project management

Analytical thinking

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

Who We Are

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 Senior at Glenn Burdette, you will prepare 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 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

• Handles full tax compliance – including the preparation and review of federal, multi-state, California and local returns—for income, sales, payroll and property taxes for business, individual and fiduciary clients.
• Complies with federal, state, and local requirements by studying regulations; enforcing adherence to requirements; advising management on needed actions; communicating with attorneys, tax specialists and company transfer agent to ensure timely tax reporting requirements.
• Maintains professional and technical knowledge by attending educational workshops or classes, reviewing professional publications, establishing personal networks, and participating in professional societies.
• Contributes to team effort by accomplishing related results as needed, including special projects.
• Train and develop staff.
• Prioritize and manage multiple projects and deadlines.
• Communicate effectively with all levels of the firm as well as clients.

Required Qualifications

• Minimum of 3 years of tax accounting experience with individual and business tax returns.
• 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

• Bachelor's degree in accounting, finance, or related field.
• Working towards becoming a CPA if not already licensed.
• 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

• 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 $80,000 - $105,000 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.