Tax Senior (Estate & Trust)

Who We Are

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. com .

About Lucas Horsfall Have you dreamt about a career in public accounting with work-life balance?

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. The Role 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.

, 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!

package that supports well-being, health, and ongoing professional growth: Flexible PTO Excellent Voluntary Insurance Options 401(k) Matching Discretionary Bonus Commitment to Professional D

Key Responsibilities

Prepares estate and trust tax returns by collecting, analyzing, and formatting financial information.

Requirements

by studying regulations; enforcing adherence to

; advising management on needed actions; communicating with attorneys, tax specialists and company transfer agent to ensure timely tax reporting

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.

Required Qualifications

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.

Preferred Qualifications

Consultative/Advising Experience within Public Accounting Knowledge of CCH Axcess Tax and Lacerte

What We Offer

As a firm, we offer great