Tax Senior (Estate & Trust)

Lucas Horsfall•Los Angeles, CA

2h•$80,000 - $110,000•Hybrid

About The Position

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. This role will be achieved in a hybrid environment out of either our Pasadena, CA or Encino, CA office location.

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 and analyzing financial information and related documents.
Complies with federal, state, and local requirements by studying regulations; enforcing adherence to requirements; and advising management on needed actions.
Prioritize and manage multiple projects and deadlines.
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.
Communicate effectively with all levels of the firm as well as clients.