Tax Director (Business Management)

Ascend Partner Firms•Irvine, CA

7d•Hybrid

About The Position

As a Tax Director in the Business Management group at Lucas Horsfall, you will oversee the Tax Department's operations, protocols, and team development. This role directs the preparation and review of complex federal and multi-state tax returns, with a strong emphasis on strategic planning and client advisory services. In addition to managing client engagements, the Tax Director establishes departmental standards, ensures compliance, and drives service excellence. They lead and mentor all tax staff, fostering growth through training, performance oversight, and technical guidance. The role also includes tax research, workflow supervision, resolution of tax notices, and direct communication with clients and tax authorities. This role will be achieved in a hybrid environment out of our Encino, CA or Pasadena, CA office locations.

Requirements

Bachelor's degree in accounting, finance, or related field
Active licensed CPA
10+ years of relevant experience, including significant supervisory experience
Proven technical ability and experience preparing and reviewing all types of tax returns
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

Nice To Haves

Consultative/Advising Experience
Proficiency in MS Office; Knowledge of CCH Axcess Tax and BNA

Responsibilities

Provide high-level review of federal and multi-state income tax returns for individuals, corporations, flow-through entities, and Trusts; prepare and review quarterly estimates
Work with clients and partners on tax planning and related tax issues
Assume responsibility for client engagements and demonstrate strong leadership skills in monitoring assignments and planning staff workload; includes developing a system to monitor the completion of assignments in a timely and consistent manner
Assist in management functions such as workflow supervision and planning, training, and mentoring of staff, and developing/improving processes and procedures
Tax research and provide solutions on technical matters
Respond to tax notices and interact with Federal, State and Local tax authorities
Effectively communicate with clients and engagement team; ensure quality of work