Lucas Horsfall
Manager, Tax Resource Management
Pasadena, CA · Senior
Sponsorship not specified$80k-$120kDetected 14 days ago
Computer VisionProject ManagementAccountingExcelTaxOperations ManagementRecruitingLeadershipCommunicationOrganizational SkillsMicrosoft Office
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Lottery odds (Level II)66
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About the role
- This is a senior-level role combining hands-on project & operational management with strategic planning to ensure the department meets client deadlines, regulatory due dates, and internal capacity targets.
- This role will be performed in a hybrid environment out of our Pasadena, CA office location.
Responsibilities
- Develop and manage the master scheduling system for all tax preparers, reviewers, and support staff across tax season and off-season periods
- Lead weekly staffing calls
- In Partnership with Head of Tax, design and refine departmental workflows, including document intake, review cycles, and e-filing processes across offices to improve turnaround and throughput.
- Establish and track key metrics of projects such as turnaround time, return accuracy, and on-time filing rates to Identify recurring bottlenecks and create efficiency
- Coordinate with Tax Professionals, Directors/Partners on resource allocation for complex or high-priority engagements
- Lead weekly staffing calls; communicate assignment decisions clearly and ensure all changes are reflected in the scheduling and practice-management systems.
- Prepare, review and monitor regular operational and utilization reports for department leadership; maintain accurate records of engagement status and deadline compliance.
- Serve as the single point of contact for scheduling and capacity questions from the professional staff and partners.
- Maintain accurate records of staff hours, engagement status, and deadline compliance
Requirements
- Bachelor's degree in Business Administration, Accounting, or related field
- 5+ years of experience in operations, scheduling, or practice management, ideally within an accounting/tax/professional services environment
- Proven experience managing projects and complex scheduling systems
- Strong proficiency in scheduling/practice management software (e.g., CCH Axcess, Karbon, ProSystem fx, or similar) and Microsoft Office/Excel
Nice to have
- Experience specifically within a CPA firm or corporate tax department
- Comfort working with utilization and capacity data to inform resourcing decisions.
- An awareness of staffing needs based on historical filing volume and upcoming deadlines (e.g., March 15, April 15, extension deadlines)
- Project management certification (PMP) a plus
- Excellent Voluntary Insurance Options
- Commitment to Professional Development
- Meaningful work that makes a difference in our clients' lives
- Basic contact information
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
- 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.
- 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.
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