Tax Sr. Manager; Firm

Tax Sr. Manager (3x #1 Best Firm to Work for)

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Levit Zacks earned our reputation for delivering high-quality tax, accounting and business advisory services to the San Diego community for the past 60 years. We have one office, yet our team members are located across the country. Our ratio of CPAs to total professional staff is the highest among the top 17 firms in San Diego (San Diego’s Business Journal’s Book of Lists 2024).

Our team loves working here due to our exceptional culture. Each member of the team is valued and respected. Levit Zacks listens to its team members. Exceptional client service is a team effort, and it shows our commitment to service through our commitment to our team members. Our team members are our most valuable asset. That’s why at Levit Zacks we are committed to a comprehensive benefit program that helps our team stay healthy, feel secure, and maintain a positive work/life balance.

As a key member of the senior tax management team, this position will lead and manage all aspects of technically complex tax engagements, including consulting, planning and compliance projects for closely held multi‑tiered pass‑through entities and C corps. In this role, you will work closely leading the tax preparation team by providing them guidance, direction and leadership throughout the engagement cycle.

This role will be achieved in a remote or hybrid (San Diego, CA) environment.

• Tax Consulting and Compliance:
  This position will work directly with clients assisting them with their planning and lead and ensure the team maintains a high degree of accuracy and timeliness of the preparation of tax returns, estimates and projections.
• Team Leadership:
  Work to ensure your team is engaged and excited by listening and assisting in the development of team members’ goals to meet department objectives while also providing opportunities for them to grow.
• Client Service:
  Deliver quality internal and external client service, in accordance with the Firm’s values, in order to build and maintain client loyalty and teamwork by contributing to a positive client and team member experience.
• Continuous Process Improvement:
  Focus on solutions and problem solving creatively in order to help make timely decisions by translating requests into action.

• Bachelor’s degree in accounting or business with a certificate in accounting from an accredited university
• Minimum of 10 years of increasing levels of responsibility in tax with a regional or large local CPA firm
• Must be an Active CPA
• Prior tax experience with Partnerships, S‑Corps, and Pass‑Through Entities
• Demonstrably strong leadership skills
• In‑depth knowledge of tax laws and regulations
• Ability to interact well with others in a team environment, as well as being able to work independently.

• Master’s degree in Accounting or Taxation
• Strong understanding of tax technology. Pro System/Engagement experience and experience working in a paperless environment is a plus.
• Successful business development skills with proven track record a plus

An experienced Senior Manager with excellent oral and written communication skills. Someone who is able to interact well with others in a team environment, as well as able to work independently. A dedicated team‑player, committed to producing high‑quality work and maintaining Levit Zacks team, health, security, and work/life balance focused culture.

Our firm has a clearly written opportunity path to give our team members an idea of how they can advance through our firm and what to expect at each level. We have a great working environment and a great group of team members. In 2022, Levit Zacks was ranked #8 in the United States by Accounting Today as a Best Firm for Women to work for.

In addition, we are proud award winners of Best Places to Work in San Diego (2011, 2012, 2013, 2014, 2015, 2017, 2018, 2019, 2020 (#1), 2021, 2022, 2023 and 2024 and Accounting Today’s Best Accounting Firms to Work For (2011, 2012, 2013, 2014, 2015, 2017 (#8), 2018 (#6), 2019…