Tax Manager - Private Client Services (PCS)

About the role

Lucas Horsfall is celebrating its 68th year anniversary in 2025. It attributes its exceptional growth and low turnover to its appreciation of its people and clients. A need has arisen for a Tax Manager - Private Client Services to deliver personal and experienced service to its vast array of clients.

Responsibilities

• Oversee preparation and review of financial statements and supporting schedules for trusts and sub-trusts.
• Review quarterly trust accounting, including bank reconciliations and the recording and reconciliation of investment activity.
• Manage quarterly distributions to beneficiaries, including distribution calculations, approvals, and disbursements.
• Assist with annual financial statement audits, including communications and documents requested by outside auditors.
• Serve as a primary day-to-day contact for trustees, fiduciaries, and beneficiaries, delivering responsive, high-touch service.
• Maintain strict confidentiality and discretion in all client matters.
• Cook with clients’ external advisors, including attorneys, investment managers, and banks.
• Manage the full compliance cycle for these engagements, coordinating deadlines, tax return extensions, tax estimates, and deliverables across all entities.
• Review partnership (Form 1065) and fiduciary (Form 1041) income tax returns prepared by staff and senior accountants.
• Provide tax planning and consulting for partnerships, trusts, and individual beneficiaries as needs arise.

Requirements

• Bachelor's degree in accounting, finance, or related field.
• 5-10+ years of public accounting tax experience, with significant partnership and fiduciary/trust compliance work.
• Demonstrated experience reviewing complex returns and supervising staff.
• 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

• Licensed CPA or Attorney.
• Hands on trust or fiduciary accounting experience.
• Consultative/Advising Experience.
• Knowledge of CCH Axcess Tax.

What We Offer

• Great benefits.
• A competitive salary and tuition reimbursement for advanced education.
• Headquartered in Pasadena, CA with offices in Encino and Irvine.
• A growing CPA and consulting firm focused on tax, audit, and consulting needs.
• 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 ajebson@ascendtogether.com.

The pay range for this role is $135,000 - $200,000+ 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.