(Business + Individual) Tax Supervisor

Ascend; Pasadena (CA); On-site; USD 110,000 - 135,000; Full time

Benefits offered by this job

Competitive salary ($110,000-$135,000 per year)

Tuition reimbursement for advanced education

Flexible PTO

Excellent voluntary insurance options

401(k) matching

Discretionary bonus

Job summary

A dynamic accounting firm in California is seeking a Tax Supervisor to manage tax advisory and compliance for business and individual clients. Duties include overseeing tax staff, interacting with clients, and ensuring compliance with tax laws. The ideal candidate should possess over 5 years of experience in tax preparation, excellent communication skills, and a desire for career growth. This role offers a competitive salary and benefits like flexible PTO and professional development opportunities.

Qualifications

• 5+ years of tax preparation and review experience.
• Strong desire for career advancement and goal toward future firm ownership.

Responsibilities

• Perform initial review of tax senior, staff, and intern work products.
• Act as primary client point of contact for the firm.
• Identify opportunities for value‑added services.
• Coach and mentor staff to enhance their skills.

Skills

Project management

Analytical skills

Communication skills

Interpersonal skills

Self-motivator

Education

Bachelor’s degree in accounting, finance, or a related field

Tools

CCH Axcess Tax

Lacerte

Job description

(Business + Individual) Tax Supervisor at Ascend

Join our dynamic team focused on tax for businesses and individuals. As a Tax Supervisor, you will manage all phases of business (1120, 1120S, 1065) and individual client tax advisory and compliance engagements, ensuring high-quality work and client satisfaction.

About Ascend

We partner with regional, entrepreneurial firms to provide resources and support—growth capital, talent acquisition, technology, leadership, shared back‑office services, and more. Founded in January 2023, we have earned a position in the Top 100 U.S. accounting firms within six months.

At Ascend, we recognize the challenges of traditional firms—rigid hierarchies, heavy workloads, and limited work‑life balance. We strive to transform the public accounting experience with a culture that supports professional and personal fulfillment.

About Lucas Horsfall

Celebrating 68 years, Lucas Horsfall is a CPA firm with low turnover, driven by a commitment to its people and clients. The firm’s growth has created a need for a Tax Supervisor to deliver personalized service to our diverse client base.

Key Responsibilities

• Perform initial review of tax senior, staff, and intern work products.
• Act as primary client point of contact for the firm.
• Identify opportunities for value‑added services by staying abreast of client business needs.
• Communicate staffing and workload issues to Resource Planning.
• Review and confirm assignment objectives, scope, and work plan with clients.
• Resolve work product issues using firm resources.
• Contribute to the development and management of comprehensive strategies to meet all client needs.
• Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
• Coach and mentor staff to enhance their skills and advance careers.
• Prepare and/or review monthly client bills.
• Anticipate, identify, and resolve complex tax‑technical issues.
• Effectively manage expectations and changes in project deliverables or deadlines.

Required Qualifications

• Bachelor’s degree in accounting, finance, or a related field
• 5+ years of tax preparation and review experience
• Excellent project management, analytical, interpersonal, and communication skills
• Self‑motivator with the ability to multi‑task and meet deadlines
• Strong desire for career advancement and goal toward future firm ownership

Preferred Qualifications

• Strong background in individual taxation
• Licensed CPA or working toward CPA licensure
• Consultative / advising experience
• Knowledge of CCH Axcess Tax and Lacerte

What We Offer

• Competitive salary ($110,000‑$135,000 per year)
• Tuition reimbursement for advanced education
• Flexible PTO
• Excellent voluntary insurance options
• 401(k) matching
• Discretionary bonus
• Commitment to professional development
• Meaningful work that makes a difference in clients’ lives

How to Apply

Submit your information in the application section below, including:

• Basic contact information
• Resume/CV and optional cover letter upload
• Work eligibility, credentials, and compensation
• Voluntary demographic & self‑identification questions

For further questions, contact Aidan Jebson, Sr. Recruiter: [e-mail].

Pay range: $110,000 - $135,000 per year. This range includes the anticipated low and high end. Actual compensation may vary based on experience, education, and skill level.

EEO statement: 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