Senior Tax Manager (Non-Partner Track)

About the role

LevitZacks is seeking a Senior Tax Manager to lead a book of business focused on partnerships and S corporations across various industries. The role involves managing client relationships, ensuring accurate and timely returns, projections, and estimates, and contributing to the growth of the tax practice.

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. Provide proactive communication, sound judgment, technical depth, and responsive service to build long-term client loyalty.
• Team Leadership: Supervise, mentor, and develop senior associates, supervisors, and managers. Help team members set goals, navigate complex engagements, strengthen their technical skills, and advance 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.

Requirements

• 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

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

About LevitZacks

Founded in 1964, LevitZacks has been a fixture in San Diego's business community, providing high-quality tax, accounting, and business advisory services to privately held businesses and their owners. With a focus on client relationships and technical expertise, LevitZacks offers a collaborative, team-oriented culture and direct access to firm leadership.

Why LevitZacks

LevitZacks combines local roots and sophisticated client work with the flexibility of a modern workplace. The firm is committed to creating an environment where team members can do meaningful work, grow professionally, and maintain a healthy work/life balance.

About Ascend

Ascend is a platform for regional accounting firms, enabling them to stay independent while accessing the resources of a Top 25 firm to help them grow. Backed by private equity from people-focused Alpine Investors, 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.

How to Apply

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, as well as voluntary demographic & self-ID questions. For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at ajebson@ascendtogether.com. The pay range for this role is $170,000 - $215,000 per year. This range includes the anticipated low and high end of the pay range for this position, inclusive of base salary and variable incentive. Actual compensation may vary based on various factors, including experience, education and/or skill level.