Tax Manager

Tax Manager

Paso Robles, CA; San Luis Obispo, CA; Santa Maria, CA

As a Tax Manager 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

• Maintains contact with clients throughout the year in order to proactively identify their accounting tax needs.
• Manages expectations of services including work products, timing and value to be delivered.
• Demonstrates excellent project management skills, inspires teamwork and responsibility with engagement team members and utilizes current technology and tools to enhance the timeliness and effectiveness of deliverables and service.
• Plans, supervises, reviews and controls engagements of all sizes and complexities for tax compliance with all professional and firm standards. This includes responsibility for client adherence to compliance related deadlines such as tax return filings, extensions, tax estimate requirements, supervising time budget development and fee recommendations and working with internal staff and clients to plan engagement requirements, objectives, and strategies.
• Manages time and client projects efficiently to achieve reasonable realization rates on engagements and able to supervise others in order to meet project budget
• Manages a group of tax staff, including their career development, training and professional development, productivity and performance.
• Provides on-the-job training; reviews complex tax returns prepared by staff and able to provide helpful, constructive feedback.
• Generates new client revenues through the nurturing and expansion of external referral networks that identify prospect opportunities, according to personal marketing plan.

Required Qualifications

• Minimum of 6 years of tax accounting experience with individual and business tax returns.
• Active licensed CPA.
• Bachelor's degree in accounting, finance, or related field.
• 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

• 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 $125,000 - $160,000 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.