Tax Senior

Tax Senior

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.