Tax Senior

Who We Are

About Ascend

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 resourcesbest-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 todays industry challenges to reach their full potential. For more information .

About Glenn Burdette

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!

It is with pride that we announce for the 9th consecutive year our firm has been recognized as one of the Best Places to Work on the Central Coast (SLO Santa Barbara and Ventura Counties) by the Pacific Coast Business Times. At Glenn Burdette we continuously seek individuals who will contribute to the ongoing growth of our legacy.

Our sustained growth and compelling client portfolio make Glenn Burdette an appealing career choice for professionals particularly those who value the independent firm environment while seeking challenging and rewarding work. We provide an enriching career trajectory for outstanding and motivated individuals. This combined with our competitive salary structures contributes to our ability to retain a highly qualified and professional staff.

The Role

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 carry out your outstanding project management analytical interpersonal and communication skills. You will conduct tax research and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly superior working environment. Openings are available in a hybrid or fully onsite environment at our San Luis Obispo Paso Robles and Santa Maria offices.

Key Responsibilities

• Handles full tax compliance including the preparation and review of federal multi-state California and local returnsfor income sales payroll and property taxes for business individual and fiduciary clients.
• Complies with federal state and local requirements by studying regulations; enforcing adherence to requirements; advising management on needed actions; communicating with attorneys tax specialists and company transfer agent to ensure timely tax reporting requirements.
• Maintains professional and technical knowledge by attending educational workshops or classes reviewing professional publications establishing personal networks and participating in professional societies.
• Contributes 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 as well as clients.

Required Qualifications

• Minimum of 3 years of tax accounting experience with individual and business tax returns.
• 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 goal toward future firm ownership.

Preferred Qualifications

• Bachelors degree in accounting finance or related field.
• Working towards 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 QuickBooks CCH Axcess/Practice Management CSI Depreciation CaseWare BNA Tax Planning Software and Microsoft Office.

What We Offer

As a firm we offer great benefits a competitive salary and a focus on mentorship and career advancement. Headquartered in San Luis Obispo CA with offices in Santa Maria CA and Paso Robles CA Glenn Burdette is a growing accounting and consulting firm focused on tax audit and consulting needs. Explore the opportunities that await you today! Join our team and enjoy a comprehensive benefits package that supports well-being health and ongoing professional growth:

• 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

How to Apply

Submit your information in the application section directly below! This will include:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility credentials and compensation
• Voluntary demographic & self-ID questions

For further questions or inquiries about the role please reach out to Aidan Jebson Sr. Recruiter

The pay range for this role is $80000 - $105000 per year. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors including experience education and/or skill level.

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/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.