Tax Senior (Estate & Trust)

Lucas Horsfall•Los Angeles, CA

1h•$80,000 - $110,000•Onsite

About The Position

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. This growth has provided a need for a Tax Senior to help deliver personal and experienced service to our vast array of clients. As a Tax Senior at Lucas Horsfall, you will prepare estate and trust tax returns. You will carry out your outstanding project management, analytical, interpersonal, and communication skills. You will participate in training and supervision of staff, conduct tax research, and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment.

Requirements

Bachelor's degree in accounting, finance, or related field
3+ years of experience preparing and/or reviewing forms 706, 709, and/or 1041
Must be working towards becoming a licensed Certified Public Accountant
Minimum of two years of accounting experience with individual and partnership 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 within Public Accounting
Knowledge of CCH Axcess Tax and Lacerte

Responsibilities

Prepares estate and trust tax returns by collecting, analyzing, and formatting financial information.
Complies with federal, state, and local requirements by studying regulations; enforcing adherence to requirements; advising management on needed actions; communicating with attorneys, tax specialists and company transfer agent to ensure timely tax reporting requirements.
Maintains professional and technical knowledge by attending educational workshops or classes, reviewing professional publications, establishing personal networks, and participating in professional societies.
Contributes to team effort by accomplishing related results as needed, including special projects.
Train and develop staff.
Prioritize and manage multiple projects and deadlines.
Communicate effectively with all levels of the firm as well as clients.