Tax Sr. Manager (3x #1 Best Firm to Work for)

About the role

About Ascend Have you dreamt about a career in public accounting with work-life balance? Enjoying the diversity of clients and the challenging work public accounting offers with the added benefits of professional growth and opportunity for advancement? Have you experienced a culture that is fun and diverse offering an authentic family feel with people that truly care about you and your professional development? Lucas Horsfall is that CPA firm. Celebrating our 68th year anniversary in 2025, we attribute our exceptional growth and low turnover to our appreciation of our people and clients. This growth has provided a need for a Business Management Analyst to help deliver personal and experienced service to our vast array of clients. About LevitZacks LevitZacks earned our reputation for delivering high-quality tax, accounting and business advisory services to the San Diego community for the past 60 years. We have one office, yet our team members are located across the country. Our ratio of CPAs to total professional staff is the highest among the top 17 firms in San Diego (San Diego's Business Journal's Book of Lists 2024). Our team loves working here due to our exceptional culture. Each member of the team is valued and respected. LevitZacks listens to its team members. Exceptional client service is a team effort, and it shows our commitment to service through our commitment to our team members. Our team members are our most valuable asset. That's why at LevitZacks we are committed to a comprehensive benefit program that helps our team stay healthy, feel secure, and maintain a positive work/life balance. As a key member of the senior tax management team, this position will lead and manage all aspects of technically complex tax engagements, including consulting, planning and compliance projects for closely held multi-tiered pass-through entities and C corps. In this role, you will work closely leading the tax preparation team by providing them guidance, direction and leadership throughout the engagement cycle. This role will be achieved in a remote or hybrid (San Diego, CA) environment.

Responsibilities

• Tax Consulting and Compliance: This position will work directly with clients assisting them with their planning and lead and ensure the team maintains a high degree of accuracy and timeliness of the preparation of tax returns, estimates and projections.
• Team Leadership: Work to ensure your team is engaged and excited by listening and assisting in the development of team members' goals to meet department objectives while also providing opportunities for them to grow.
• Client Service: Deliver quality internal and external client service, in accordance with the Firm's values, in order to build and maintain client loyalty and teamwork by contributing to a positive client and team member experience.
• Continuous Process Improvement: Focus on solutions and problem solving creatively in order to help make timely decisions by translating requests into action.
• Required Qualifications
• Bachelor's degree in accounting or business with a certificate in accounting from an accredited university
• Minimum of 10 years of increasing levels of responsibility in tax with a regional or large local CPA firm
• Must be an Active CPA
• Prior tax experience with Partnerships, S-Corps, and Pass-Through Entities
• Demonstrably strong leadership skills
• In-depth knowledge of tax laws and regulations
• Ability to interact well with others in a team environment, as well as being able to work independently

Requirements

• Master's degree in Accounting or Taxation
• Strong understanding of tax technology. Axcess Tax/Engagement experience and experience working in a paperless environment is a plus.
• Successful business development skills with proven track record a plus
• Who We Look For

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