Tax Manager Paso Robles, CA; San Luis Obispo, CA; Santa Maria, CA

Locations: Paso Robles, CA;
San Luis Obispo, CA;
Santa Maria, CA

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. 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 so that firms can surmount today’s industry challenges to reach their full potential.

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Glenn Burdette is a progressive accounting and business consulting firm deeply committed to fostering professional growth among our staff. Bright, enthusiastic and team‑oriented individuals who have strong planning, communication, analytical and organizational skills are always welcome here.

As a Tax Manager at Glenn Burdette, you will prepare and review federal, state, local and special tax returns focused on business and individual taxation, flow‑through entities, closely held corporations, and tax planning. You will carry out your outstanding project management, analytical, interpersonal, and communication skills. You will participate in training and supervision of staff, conduct tax research, and advise on tax matters.

Openings are available in hybrid or fully onsite environments at our San Luis Obispo, Paso Robles, and Santa Maria offices.

• Maintain contact with clients throughout the year to proactively identify their accounting tax needs.
• Manage expectations of services, including work products, timing and value to be delivered.
• Demonstrate excellent project management skills, inspire teamwork and responsibility with engagement team members, and utilize current technology and tools to enhance the timeliness and effectiveness of deliverables and service.
• Plan, supervise, review and control engagements of all sizes and complexities for tax compliance with all professional and firm standards, including client adherence to compliance‑related deadlines, tax return filings, extensions, tax estimate requirements, time budget development and fee recommendations, and collaboration with internal staff and clients to plan engagement requirements, objectives and strategies.
• Manage time and client projects efficiently to achieve reasonable realization rates on engagements and supervise others to meet project budgets.
• Manage a group of tax staff, including career development, training, professional development, productivity and performance.
• Provide on‑the‑job training; review complex tax returns prepared by staff and deliver constructive feedback.
• Generate new client revenues through the nurturing and expansion of external referral networks that identify prospect opportunities, according to a personal marketing plan.

• Minimum of 6 years of tax accounting experience with individual and business tax returns.
• Active licensed CPA.
• Bachelor’s degree in accounting, finance, or related field.
• Excellent project management, analytical, interpersonal, and communication skills.
• Self‑motivator with the ability to multi‑task and complete assignments within time constraints and deadlines in a fast‑paced, collaborative environment.
• A strong desire toward career advancement and a goal toward future firm ownership.

• Consultative/Advising experience within public accounting.
• Knowledge of estate, gift, trust management, and experience with IRS and/or FTB audits.
• Proficiency in Quick Books, CCH Axcess/Practice Management, CSI Depreciation, Case Ware, BNA Tax Planning Software, and Microsoft Office.

We offer great benefits, a competitive salary and a focus on mentorship and career advancement.

• Flexible PTO
• Excellent voluntary insurance options
• 401(k) matching
• Discretionary bonus
• Commitment to professional development, including a CPA bonus for employees obtaining their CPA license
• Meaningful work that makes a difference in our clients’ lives