Tax Manager - Pass-Through Entities & Business Owners

<hr> <p class="xmsonormal"><strong>The Opportunity</strong></p> <p class="xmsonormal">LevitZacks is looking for a<strong> </strong>Tax Manager<span class="Apple-converted-space">&nbsp;</span>to join our growing team and serve as a trusted advisor to clients while helping lead the successful execution of complex tax engagements.</p> <p>In this role, you'll work closely with our Partners, oversee client relationships, mentor and develop team members, and play a meaningful role in delivering tax planning and advisory services.</p> <p>You'll become a core member of a collaborative team that serves a diverse and sophisticated client base, including partnerships, S corporations, business owners, trusts, and high-net-worth individuals.</p> <p>LevitZacks has been part of the San Diego business community since 1964. We've been recognized as one of San Diego's Best Places to Work for multiple years, and our culture is a big reason why. We are collaborative by design, with the depth and resources to serve complex clients — without the bureaucracy that can slow down larger firms.</p> <p class="xmsonormal"><strong>What You’ll Do</strong></p> <ul> <li>Manage federal and state income tax engagements for individuals, partnerships, S corporations, and trusts</li> <li>Review complex tax returns and workpapers prepared by staff, seniors, and supervisors</li> <li>Serve as a primary day-to-day contact for clients and build strong, long-term relationships through responsive communication and high-quality service</li> <li>Manage engagement timelines, staffing, workflow, and deliverables to ensure timely completion of client work</li> <li>Prepare and review quarterly estimates, tax projections, and planning analyses for business owners and individuals</li> <li>Identify tax planning opportunities and collaborate with clients and firm leadership to implement effective strategies</li> <li>Research technical tax issues and provide guidance to engagement teams</li> <li>Coach, mentor, and develop staff, seniors, and supervisors through ongoing feedback and training</li> <li>Collaborate with Partners on client service initiatives, practice growth opportunities, and business development efforts</li> <li>Stay current on evolving tax laws and regulations</li> </ul> <p class="xmsonormal"><strong>Required Qualifications</strong><strong>&nbsp;</strong></p> <ul type="disc"> <li>CPA license required</li> <li>6–9 years of progressive public accounting tax experience</li> <li>Strong experience with individual, partnership, and S corporation taxation</li> <li>Experience