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Senior Tax Manager (Non-Partner Track)

Ascend Partner Firms
CompanyAscend Partner Firms
CategoryFinance
LocationSan Diego
RemoteOn-site (inferred)
EmploymentNot stated
LevelManager
SalaryNot stated by the employer
Posted15 May 2026
Last verified10 Aug 2026
SourceEmployer ATS (greenhouse)
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Description
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, including business returns, the owners’ individual returns, quarterly projections and estimates, and year-round tax planning. LevitZacks has been a fixture in San Diego’s business community since 1964. We work with privately held businesses and their owners — the kind of clients where your advice matters, relationships run deep, and proactive planning makes a real difference. 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. This is not a behind-the-scenes review role — you will be the trusted advisor in the room. Build long-term client 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   Why LevitZacks 60+ years in San Diego with deep roots in the local business community   Sophisticated client work without the bureaucracy of a large national firm   A collaborative, team-oriented culture where people are known by name, not headcount   Direct access to firm leadership and meaningful client relationships   A firm repeatedly recognized as one of San Diego’s Best Places to Work 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,