Top 30 Firm - Tax Senior (Business + Individual)

Who We Are

About Ascend

At Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms—from rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number but a valued member of a community that champions both your professional and personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and robust resources. 

We partner with regional, entrepreneurial firms and provide them with the resources and support necessary to thrive in today's dynamic market. This includes access to growth capital, robust talent acquisition, top-tier technology, transformative leadership, shared back-office services, & more. Founded in January 2023, Ascend attained revenues to sufficiently qualify as a Top 100 U.S. accounting firm within six months of operation. Explore Ascend, where your career soars without sacrificing your quality of life.

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 participate in training and supervision of staff, 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 remote, hybrid, or fully onsite environment or in 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 returns — for 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

• Bachelor's 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 at [email protected].

The pay range for this role is $80,000 - $105,000 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.