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

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 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 is a longstanding San Diego‑based firm that serves privately held businesses and their owners, combining deep local roots with modern technology and a collaborative culture. What You’ll Do 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. Build long‑term 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 Preferred Qualifications 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. 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 and CPA license reimbursement Hybrid flexibility 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. #J-18808-Ljbffr Ascend