Senior Tax Manager - Partner Track - Pass-Through Entities & Business Owners

About the role

LevitZacks is looking for a Senior Tax Manager to take ownership of a book of business focused on partnerships and S corporations across a range of industries. This is a senior leadership role with a clear path toward Partner. You'll manage the client relationship, including business returns, the owners' individual returns, quarterly projections and estimates, and year-round tax planning. LevitZacks has been a fixture in San Diego's business community since 1964. We work with privately held businesses and their owners - the kind of clients where your advice matters, relationships run deep, and proactive planning makes a real difference. About LevitZacks For more than 60 years, LevitZacks has served the San Diego business community with high-quality tax, accounting, and business advisory services. We are proud of our local roots, our long-standing client relationships, and the strong technical expertise of our team. Although we have one office in San Diego, our people are located across the country, allowing us to combine the connection of a local firm with the flexibility of a modern workplace. We also have the highest ratio of CPAs to total professional staff among the top 17 firms in San Diego, according to the San Diego Business Journal's Book of Lists 2024 . What really defines LevitZacks, though, is our culture. Our team members are valued, respected, and heard. We believe exceptional client service starts with taking care of our people, and we are committed to creating an environment where team members can do meaningful work, grow professionally, and maintain a healthy work/life balance. About Ascend 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 incenti

Responsibilities

• Tax Compliance & Planning
• Serve as the primary advisor on complex federal and California tax engagements for closely held pass-through entities and their owners. Ensure the team delivers accurate, timely returns, projections, and estimates.
• Client Relationships
• Own a portfolio of client relationships. This is not a behind-the-scenes review role - you will be the trusted advisor in the room. Build long-term client loyalty through proactive communication, sound judgment, technical depth, and responsive service.
• Team Leadership
• Supervise, mentor, and develop senior associates, supervisors, and managers. Help team members set goals, navigate complex engagements, strengthen their technical skills, and continue advancing in their careers.
• Practice Development
• Contribute to the continued growth of the tax practice by identifying planning opportunities, supporting business development, and collaborating across tax, audit, and other service lines.
• Required Qualifications
• Active CPA license
• 10+ years of progressive tax experience in public accounting
• Deep experience with pass-through entities
• Strong federal and state tax technical skills
• Proven ability to manage client relationships independently
• Experience leading, supervising, and developing tax professionals
• Strong written and verbal communication skills
• Sound judgment, ownership mentality, and a proactive client-service approach

Requirements

• Master's degree in taxation or accounting
• California tax experience, including PTET, FTB compliance, and apportionment
• Experience advising closely held businesses and their owners across industries such as real estate, construction, professional services, manufacturing/distribution, investment partnerships, family-owned businesses, and high-net-worth individuals.
• Familiarity with CCH Axcess, CCH Engagement, CCH Axcess Document, and CCH Workflow
• The Path
• This role is intended for someone with the technical ability, leadership skills, and client-service mindset to grow into a Partner-level role. We will walk you through the timeline, expectations, and milestones in the first conversation so you have clarity from the beginning.

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