Tax Senior (Estate & Trust)
About 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.
This role will be achieved in a hybrid environment out of either our Pasadena, CA or Encino, CA office location.
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.
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
Preferred Qualifications
- Consultative/Advising Experience within Public Accounting
- Knowledge of CCH Axcess Tax and Lacerte
Benefits
As a firm, we offer great benefits, 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! Join our team and enjoy 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 $80,000 - $110,000 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.