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Oversee the preparation and review of complex estate and trust tax returns while managing workflow across multiple client engagements. Lead the training and development of staff and provide expert tax advice to clients and firm leadership.
Requirements
Requires a bachelor's degree in accounting or finance and at least 4 years of experience with forms 706, 709, and 1041. Proficiency in researching the Internal Revenue Code and familiarity with trust instruments are essential.
Full job description
Who We Are
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.
The Role
Tax Supervisor 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. You will apply outstanding project management, analytical, interpersonal, and communication skills while managing workflow across multiple client engagements. You will lead the training, supervision, and development of staff, conduct and review complex tax research, and advise clients and firm leadership on estate and trust tax matters. 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.
Key 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.
Oversees engagement workflow, assigning work to staff and reviewing deliverables before submission to Managers.
Ensures compliance with federal, state, and local requirements by researching and interpreting regulations, enforcing adherence to requirements, and advising clients and management on needed actions.
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.
Serves as a key point of contact for clients, delivering prompt, professional communication and advising on estate and trust tax matters.
Conducts and reviews tax research on complex estate and trust issues and communicates conclusions clearly.
Maintains professional and technical knowledge by attending educational workshops or classes, reviewing professional publications, establishing personal networks, and participating in professional societies.
Communicates effectively with all levels of the firm as well as clients.
Required Qualifications
Bachelor's degree in accounting, finance, or related field
4+ years of experience preparing and/or reviewing forms 706, 709, and/or 1041
Skilled in researching the Internal Revenue Code, Treasury Regulations, and related tax guidance to analyze and resolve tax issues
Familiarity with wills, trust instruments, and asset title and ownership transfer documents
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
Master's Degree in Taxation or JD Degree
Active CPA
Knowledge of CCH Axcess Tax and Lacerte
What We Offer
As a firm, 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 [email protected].
The pay range for this role is $110,000 - $135,000 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.
Founded in 1957 and based in Pasadena, California, Lucas Horsfall is a full-service financial and advisory firm serving a diverse client base across the Southwest. We provide expert guidance in taxation, audit, estate planning, mergers and acquisitions, business transactions, bookkeeping, fund accounting, and financial operations management. We proudly serve a dynamic portfolio of clients across a wide range of industries, including manufacturing, wholesale distribution, real estate development, construction, insurance, professional services, high-tech, healthcare, information technology, and not-for-profit organizations and foundations. Beyond business support, we specialize in individual tax preparation, strategic tax planning, and family trust management. With a client-first mindset, we offer an integrated service to both personal and corporate financial success.
Offices: 299 N Euclid Ave, Pasadena, US · 16501 Encino Blvd, 510, Encino, CA 91436, US · 16030 Ventura Blvd, Suite 320, Los Angeles, California 91436, US · 180 S Lake Ave, 7th Floor, Pasadena, California 91101, US · 18500 Von Karman Ave, Suite 515, Irvine, California 92612, US
Financial Statement AuditsReviews and CompilationsTax Return Preparation Services - Corp. and IndividualTax ConsultingInternal AuditInterim CFO/Controller ServicesFund Accountingand Mergers & AcquisitionsRoboticsSoftware
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