Tax Manager - Pass-Through Entities & Business Owners
San Diego, California, United States · Hybrid
$145k–$165k/yr
Senior$2M raised
The Opportunity LevitZacks is looking for a Tax Manager to join our growing team and serve as a trusted advisor to clients while helping lead the successful execution of complex tax engagements. In this role, you'll work…
Tax Manager - Pass-Through Entities & Business Owners
San Diego, California, United States · Hybrid
$145k–$165k/yr
Senior
The Opportunity LevitZacks is looking for a Tax Manager to join our growing team and serve as a trusted advisor to clients while helping lead the successful execution of complex tax engagements. In this role, you'll work…
The Opportunity LevitZacks is seeking a Tax Supervisor to join our growing team and take on increasingly complex client work while serving as a key resource for both clients and team members. In this role, you'll work cl…
Skills: Tax Preparation, Tax Review, Tax Planning, Federal and State Tax Law, Client Relationship Management
The Opportunity LevitZacks is seeking a Tax Supervisor to join our growing team and take on increasingly complex client work while serving as a key resource for both clients and team members. In this role, you'll work cl…
Skills: Tax preparation, Tax review, Federal income tax, State income tax, Partnership taxation
The Opportunity 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 clea…
The Opportunity 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 clea…
The Opportunity 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. You’ll manage the client relationship, inclu…
The Opportunity 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. You’ll manage the client relationship, inclu…
San Francisco, California, United States · On-site
$115k–$145k/yr
Mid level$1.6B raised
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Sacramento, California, United States · Remote Solely
$17/hr–$19/hr
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Spring Valley, California, United States · On-site
$30/hr–$33/hr
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$145k–$165k/yr
Full-time
professional certificate, postgraduate degree
Flexible PTO, Medical Insurance, Dental Insurance, Vision Insurance, 401(k) With Employer Match, Life Insurance
Posted 10d ago
~40 hrs/week
Responsibilities
Manage federal and state income tax engagements for individuals, partnerships, S corporations, and trusts while serving as a primary contact for clients. Oversee the review of complex tax returns and mentor staff to ensure high-quality deliverables and effective tax planning strategies.
Requirements
Requires a CPA license and 6–9 years of progressive public accounting tax experience with a focus on business-owner and entity taxation. Candidates must be authorized to work in the US without sponsorship and possess strong leadership and communication skills.
Full job description
The Opportunity
LevitZacks is looking for aTax Managerto join our growing team and serve as a trusted advisor to clients while helping lead the successful execution of complex tax engagements.
In this role, you'll work closely with our Partners, oversee client relationships, mentor and develop team members, and play a meaningful role in delivering tax planning and advisory services.
You'll become a core member of a collaborative team that serves a diverse and sophisticated client base, including partnerships, S corporations, business owners, trusts, and high-net-worth individuals.
LevitZacks has been part of the San Diego business community since 1964. We've been recognized as one of San Diego's Best Places to Work for multiple years, and our culture is a big reason why. We are collaborative by design, with the depth and resources to serve complex clients — without the bureaucracy that can slow down larger firms.
What You’ll Do
Manage federal and state income tax engagements for individuals, partnerships, S corporations, and trusts
Review complex tax returns and workpapers prepared by staff, seniors, and supervisors
Serve as a primary day-to-day contact for clients and build strong, long-term relationships through responsive communication and high-quality service
Manage engagement timelines, staffing, workflow, and deliverables to ensure timely completion of client work
Prepare and review quarterly estimates, tax projections, and planning analyses for business owners and individuals
Identify tax planning opportunities and collaborate with clients and firm leadership to implement effective strategies
Research technical tax issues and provide guidance to engagement teams
Coach, mentor, and develop staff, seniors, and supervisors through ongoing feedback and training
Collaborate with Partners on client service initiatives, practice growth opportunities, and business development efforts
Stay current on evolving tax laws and regulations
Required Qualifications
CPA license required
6–9 years of progressive public accounting tax experience
Strong experience with individual, partnership, and S corporation taxation
Experience with multi-state filings, business-owner tax planning, brokerage statements, and Schedule K-1s
Strong knowledge of tax accounting principles and federal and state tax rules
Experience managing client engagements and supervising tax professionals
Demonstrated ability to build client relationships and manage projects with increasing independence
Strong problem-solving, organizational, and leadership skills
Excellent written and verbal communication skills
Must be authorized to work in the United States without visa sponsorship
Preferred Qualifications
California tax experience, including PTET, FTB compliance, and apportionment matters
Experience with CCH Axcess, CCH Engagement, CCH Axcess Document, and CCH Workflow
Experience with real estate, professional services, closely held companies, construction, technology, and high-net-worth individuals
Master's degree in taxation or accounting
What Sets This Role Apart
Direct access to Partners who are actively involved in client service, mentorship, and leadership development
Meaningful client ownership and the opportunity to serve as a trusted advisor to business owners and high-net-worth individuals
Opportunities to lead engagement teams, mentor developing professionals, and expand management responsibilities
Exposure to sophisticated tax planning, multi-state matters, and complex business-owner issues
A collaborative, team-first environment with a people-oriented culture, a strong commitment to work-life balance, and a focus on professional development
A clear path forward for someone who wants to continue growing in public accounting and build toward Senior Manager and future leadership opportunities
Benefits
Flexible PTO
Medical, dental, and vision insurance
401(k) with employer match
Life and disability insurance
Paid parking
Generous firm holidays
Continuing education support
CPA license reimbursement
Hybrid flexibility
Who We Are
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 incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.
How to Apply
Submit your information in the application section directly below! This will include:
Basic contact information
Resume/CV and optional cover letter upload
Work eligibility, credentials, and compensation
Voluntary demographic & self-ID questions
For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at [email protected].
The pay range for this role is $145,000 - $165,000 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.
Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing the resources of a large CPA firm to help them grow. Ascend provides access to growth capital, innovative talent acquisition and development, revolutionary technology, a catalytic leadership system, shared back-office services, and modernized equity incentives so that firms can surmount today’s industry challenges and reach their full potential. Founded in January 2023, the company is already a Top 25 firm according to Accounting Today.
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