Director of Financial Planning and Analysis
•Experian· 20h
💰 Finance⏰ Full-time👔 Executive💰 $153k-276k🇺🇸 Costa Mesa, USA
20h ago
Ascendtogether·29 days ago
The Opportunity
LevitZacks is looking for aSenior Tax Managerto take ownership of a book of business focused on partnerships and S corporations across a range of industries.
This is a senior leadership role with a clear path toward Partner. You’ll manage the client relationship, including business returns, the owners’ individual returns, quarterly projections and estimates, and year-round tax planning.
LevitZacks has been a fixture in San Diego’s business community since 1964. We work with privately held businesses and their owners — the kind of clients where your advice matters, relationships run deep, and proactive planning makes a real difference.
What You’ll Do
Tax Compliance & Planning
Serve as the primary advisor on complex federal and California tax engagements for closely held pass-through entities and their owners. Ensure the team delivers accurate, timely returns, projections, and estimates.
Client Relationships
Own a portfolio of client relationships. This is not a behind-the-scenes review role — you will be the trusted advisor in the room. Build long-term client loyalty through proactive communication, sound judgment, technical depth, and responsive service.
Team Leadership
Supervise, mentor, and develop senior associates, supervisors, and managers. Help team members set goals, navigate complex engagements, strengthen their technical skills, and continue advancing in their careers.
Practice Development
Contribute to the continued growth of the tax practice by identifying planning opportunities, supporting business development, and collaborating across tax, audit, and other service lines.
Required Qualifications
Preferred Qualifications
The Path
This role is intended for someone with the technical ability, leadership skills, and client-service mindset to grow into a Partner-level role. We will walk you through the timeline, expectations, and milestones in the first conversation so you have clarity from the beginning.
Benefits
Why LevitZacks
Who We Are
About LevitZacks
For more than 60 years, LevitZacks has served the San Diego business community with high-quality tax, accounting, and business advisory services. We are proud of our local roots, our long-standing client relationships, and the strong technical expertise of our team.
Although we have one office in San Diego, our people are located across the country, allowing us to combine the connection of a local firm with the flexibility of a modern workplace. We also have the highest ratio of CPAs to total professional staff among the top 17 firms in San Diego, according to the San Diego Business Journal’s Book of Lists 2024.
What really defines LevitZacks, though, is our culture. Our team members are valued, respected, and heard. We believe exceptional client service starts with taking care of our people, and we are committed to creating an environment where team members can do meaningful work, grow professionally, and maintain a healthy work/life balance.
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 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. For more information, visit www.ascendtogether.com.
How to Apply
Submit your information in the application section directly below! This will include:
For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at [email protected].
The pay range for this role is $190,000 - $230,000 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.