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

Tax Senior

As a Tax Senior at Glenn Burdette, you will prepare federal, state, local and special tax returns focused on business and individual taxation, flow‑through entities, closely held corporations, and tax planning. You will conduct tax research, advise on tax matters, and apply your strong project‑management, analytical, interpersonal, and communication skills in a team‑oriented, client‑focused environment. Openings are available in a hybrid or fully onsite environment at our San Luis Obispo, Paso Robles, and Santa Maria offices.

• Handle full tax compliance – including the preparation and review of federal, multi‑state, California, and local returns for income, sales, payroll and property taxes for business, individual and fiduciary clients.
• Ensure compliance with federal, state, and local requirements by studying regulations, enforcing adherence to requirements, and advising management on needed actions.
• Communicate with attorneys, tax specialists, and company transfer agents to ensure timely tax reporting.
• Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, and participating in professional societies.
• Contribute to team effort by accomplishing related results as needed, including special projects.
• Train and develop staff.
• Prioritize and manage multiple projects and deadlines.
• Communicate effectively with all levels of the firm and clients.

• Minimum of 3 years of tax accounting experience with individual and business tax returns.
• Excellent project‑management, analytical, interpersonal, and communication skills.
• Self‑motivated with the ability to multi‑task and complete assignments within time constraints and deadlines in a fast‑paced, collaborative environment.
• Strong desire toward career advancement and goal toward future firm ownership.

• Bachelor's degree in accounting, finance, or related field.
• Working toward becoming a CPA if not already licensed.
• 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.

• 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

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity or expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.