Lucas Horsfall
Tax Supervisor (Estate & Trust)
Los Angeles, CA
Sponsorship not specified$110k-$135kDetected 31 days ago
Computer VisionProject ManagementAccountingRecruitingResearchLeadershipCommunicationMentoring
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Entry-level history0
PERM / green-card track0
Lottery odds (Level III)83
Fits your clock70
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About the role
- You will apply outstanding project management, analytical, interpersonal, and communication skills while managing workflow across multiple client engagements.
- Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment.
- This role will be performed in a hybrid environment out of either our Pasadena, CA or Encino, CA office location.
Responsibilities
- Reviews estate and trust tax returns prepared by staff for accuracy and completeness, and prepares complex returns directly, by collecting and analyzing financial information and related documents.
- Prioritizes and manages multiple projects, deadlines, and staff assignments across concurrent engagements.
- Supervises, trains, develops, and mentors staff, including providing real-time coaching and timely performance feedback.
- As a Tax Supervisor (Estate and Trust) at Lucas Horsfall, you will oversee the preparation and review of estate and trust tax returns and supervise the staff who support those engagements.
Requirements
- Bachelor's degree in accounting, finance, or related field
- 4+ years of experience preparing and/or reviewing forms 706, 709, and/or 1041
- Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
Nice to have
- Master's Degree in Taxation or JD Degree
- Knowledge of CCH Axcess Tax and Lacerte
- Excellent Voluntary Insurance Options
- Commitment to Professional Development
- Meaningful work that makes a difference in our clients' lives
- Basic contact information
- Resume/CV and optional cover letter upload
- Work eligibility, credentials, and compensation
Compensation
- As a firm, we offer great benefits, a competitive salary and tuition reimbursement for advanced education.
Benefits
- As a firm, we offer great benefits, a competitive salary and tuition reimbursement for advanced education.
- Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:
- Discretionary Bonus
- Maintains professional and technical knowledge by attending educational workshops or classes, reviewing professional publications, establishing personal networks, and participating in professional societies.
- Actual compensation may vary based on various factors, including experience, education, and/or skill level.
Company info
- 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.
- About Lucas Horsfall
- Have you dreamt about a career in public accounting with work-life balance? Enjoying the diversity of clients and the challenging work public accounting offers with the added benefits of professional growth and opportunity for advancement? Have you experienced a culture that is fun and diverse offering an authentic family feel with people that truly care about you and your professional development? Lucas Horsfall is that CPA firm. Celebrating our 68th year anniversary in 2025, we attribute our exceptional growth and low turnover to our appreciation of 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.
- 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.
- Have you dreamt about a career in public accounting with work-life balance?
- Enjoying the diversity of clients and the challenging work public accounting offers with the added benefits of professional growth and opportunity for advancement?
- Have you experienced a culture that is fun and diverse offering an authentic family feel with people that truly care about you and your professional development?
- Lucas Horsfall is that CPA firm.
- Celebrating our 68th year anniversary in 2025, we attribute our exceptional growth and low turnover to our appreciation of 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.
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