Tax Supervisor

Glenn Burdette; San Luis Obispo (CA); Hybrid; USD 105,000 - 125,000; 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

Glenn Burdette is looking for a Tax Supervisor in San Luis Obispo to prepare and review various tax returns. You will apply your project management and analytical skills while training staff and advising on tax matters. This role offers a hybrid or onsite working environment to foster a collaborative atmosphere.

Qualified candidates will have a focus on individual and business taxation, and the role comes with benefits like flexible PTO and 401(k) matching. The salary ranges from $105,000 to $125,000 per year.

Qualifications

• 4+ years of tax accounting experience with individual and business tax returns.
• Strong desire toward career advancement and goal toward future firm ownership.
• Ability to complete assignments within time constraints in a fast-paced environment.

Responsibilities

• Prepare and review federal, state, and local tax returns.
• Ensure compliance with federal, state, and local tax regulations.
• Train and develop staff professionally and technically.

Skills

Project management

Analytical skills

Interpersonal skills

Communication skills

Self-motivating

Education

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

Tools

QuickBooks

CCH Axcess/Practice Management

CSI Depreciation

CaseWare

BNA Tax Planning Software

Microsoft Office

Job description

The Role

As a Tax Supervisor 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

• 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 4 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 $105,000 - $125,000 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.