Lucas Horsfall
(1065, 1040, 1120-S, 1120) Tax Supervisor
Lucas Horsfall, Pasadena, California, United States, 91122
About Ascend
We partner with regional, entrepreneurial firms and provide them with the resources and support necessary to thrive in today\'s dynamic market. Founded in January 2023, Ascend attained revenues to sufficiently qualify as a Top 100 U.S. accounting firm within six months of operation. About Lucas Horsfall
Lucas Horsfall is a CPA firm focused on tax. Celebrating our 68th year anniversary in 2025, we attribute our growth and low turnover to our people and clients. This growth has provided a need for a Tax Supervisor to help deliver personal and experienced service to our vast array of clients. The Role
As a Tax Supervisor at Lucas Horsfall, you will manage all phases of business (1120, 1120S, 1065) and individual client tax advisory and compliance engagements. You will manage clients independently and carry out project management, analytical, interpersonal, and communication skills. You will perform preparation and technical reviews of business and individual returns, 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. Key Responsibilities
Perform initial review of tax senior, tax staff and intern work products. Act as primary client point of contact for the firm. Identify opportunities for value added services for clients by staying abreast of their business needs. Communicate staffing and workload issues to Resource Planning. Review and confirm assignment objectives, scope, and work plan with client. Resolve work product issues using firm resources. Contribute to the development and management of comprehensive strategies to identify and meet all client needs. Identify and research technical issues to ensure compliance with federal, state, and local tax laws. Coach and mentor staff to assist with enhancing their skills and further develop their career. Prepare and/or review monthly client bills. Anticipate, identify, and resolve complex tax-technical issues. Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines. Required Qualifications
Bachelor\'s degree in accounting, finance, or related field 5+ years of tax prep & review experience Excellent project management, analytical, interpersonal, and communication skills Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines A strong desire toward career advancement and goal toward future firm ownership Preferred Qualifications
Strong background in individual taxation Licensed CPA or working towards becoming a licensed CPA Consultative/Advising Experience Knowledge of CCH Axcess Tax and Lacerte What We Offer
We offer great benefits, a competitive salary and tuition reimbursement for advanced education. Headquartered in Pasadena, CA with offices in Encino and Irvine, Lucas Horsfall is a growing CPA 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 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 ajebson@ascendtogether.com. The pay range for this role is $110,000 - $135,000 per year. Actual compensation may vary based on 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. Seniority level
Mid-Senior level Employment type
Full-time Job function
Accounting/Auditing and Finance Industries Business Consulting and Services We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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We partner with regional, entrepreneurial firms and provide them with the resources and support necessary to thrive in today\'s dynamic market. Founded in January 2023, Ascend attained revenues to sufficiently qualify as a Top 100 U.S. accounting firm within six months of operation. About Lucas Horsfall
Lucas Horsfall is a CPA firm focused on tax. Celebrating our 68th year anniversary in 2025, we attribute our growth and low turnover to our people and clients. This growth has provided a need for a Tax Supervisor to help deliver personal and experienced service to our vast array of clients. The Role
As a Tax Supervisor at Lucas Horsfall, you will manage all phases of business (1120, 1120S, 1065) and individual client tax advisory and compliance engagements. You will manage clients independently and carry out project management, analytical, interpersonal, and communication skills. You will perform preparation and technical reviews of business and individual returns, 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. Key Responsibilities
Perform initial review of tax senior, tax staff and intern work products. Act as primary client point of contact for the firm. Identify opportunities for value added services for clients by staying abreast of their business needs. Communicate staffing and workload issues to Resource Planning. Review and confirm assignment objectives, scope, and work plan with client. Resolve work product issues using firm resources. Contribute to the development and management of comprehensive strategies to identify and meet all client needs. Identify and research technical issues to ensure compliance with federal, state, and local tax laws. Coach and mentor staff to assist with enhancing their skills and further develop their career. Prepare and/or review monthly client bills. Anticipate, identify, and resolve complex tax-technical issues. Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines. Required Qualifications
Bachelor\'s degree in accounting, finance, or related field 5+ years of tax prep & review experience Excellent project management, analytical, interpersonal, and communication skills Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines A strong desire toward career advancement and goal toward future firm ownership Preferred Qualifications
Strong background in individual taxation Licensed CPA or working towards becoming a licensed CPA Consultative/Advising Experience Knowledge of CCH Axcess Tax and Lacerte What We Offer
We offer great benefits, a competitive salary and tuition reimbursement for advanced education. Headquartered in Pasadena, CA with offices in Encino and Irvine, Lucas Horsfall is a growing CPA 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 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 ajebson@ascendtogether.com. The pay range for this role is $110,000 - $135,000 per year. Actual compensation may vary based on 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. Seniority level
Mid-Senior level Employment type
Full-time Job function
Accounting/Auditing and Finance Industries Business Consulting and Services We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr