LevitZacks · 3 hours ago
Tax Sr. Manager (3x #1 Best Firm to Work for)
LevitZacks is a well-established firm delivering high-quality tax, accounting, and business advisory services in San Diego. The Tax Sr. Manager will lead and manage complex tax engagements, providing guidance to the tax preparation team while ensuring high accuracy and client service.
AccountingFinanceProfessional Services
Responsibilities
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
Qualification
Required
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
Preferred
Master's degree in Accounting or Taxation
Strong understanding of tax technology. Axcess Tax/Engagement experience and experience working in a paperless environment is a plus
Successful business development skills with proven track record a plus
Benefits
Flexible PTO
Above Industry Average Number of Holidays
Medical, LTD, Dental Insurance
Excellent Voluntary Insurance Options
401(k) Matching
Discretionary Bonus
Core Hours Allowing for Flexible Work Schedule/ No Mandatory Saturdays
Commitment to Professional Development
Company
LevitZacks
LevitZacks is a CPA firm that offers audit, assurance, business advisory, consultation, compliance, tax and estate planning services.
Funding
Current Stage
Growth StageCompany data provided by crunchbase