Tax Supervisor

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

Benefits offered by this job

Flexible PTO

Excellent Voluntary Insurance Options

401(k) Matching

Discretionary Bonus

Commitment to Professional Development

Job summary

A dynamic CPA firm located in California is seeking a Tax Supervisor to manage business and individual client tax engagements. The ideal candidate will have over 5 years of tax preparation and review experience, strong project management skills, and a desire for career advancement. This role offers a competitive salary range of $110,000 - $135,000 per year, alongside a comprehensive benefits package including flexible PTO, 401(k) matching, and discretionary bonuses, all in a supportive work environment.

Qualifications

• 5+ years of tax prep & review experience.
• Self-motivator able to multi-task and meet deadlines.
• Strong desire for career advancement and firm ownership.

Responsibilities

• Manage all phases of business and individual client tax engagements.
• Prepare and review monthly client bills.
• Coach and mentor staff to enhance skills.

Skills

Project management

Analytical skills

Interpersonal skills

Communication skills

Tax preparation & review

Education

Bachelor's degree in accounting, finance, or related field

Tools

CCH Axcess Tax

Lacerte

Job description

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

Lucas Horsfall is a CPA firm celebrating its 68th year anniversary in 2025. The firm emphasizes work-life balance, diverse clients, professional growth, and a collaborative culture focused on client service and development of staff. This description notes the need for a Tax Supervisor to support delivery of personal and experienced service to our client base.

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 apply 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. The firm is team-oriented and focuses on quality work and excellent client relations in a friendly 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

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 [e-mail].

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.