Tax Manager - Private Client Services (PCS)

About the role

Lucas Horsfall is celebrating its 68th anniversary in 2025. It is a CPA and consulting firm that provides tax, audit, and consulting services. The firm is seeking a Tax Manager - Private Client Services to join their team.

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.
• Supervise, review, and develop the staff accountants and return preparers supporting these engagements.
• Work closely with the engagement partners, keeping them informed of status, issues, and risks.
• 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.
• 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.