Tax Supervisor (Estate & Trust)

About the role

Tax Supervisor at Lucas Horsfall oversees the preparation and review of estate and trust tax returns, supervising staff and managing workflow across multiple client engagements.

Responsibilities

• Reviews estate and trust tax returns prepared by staff for accuracy and completeness, and prepares complex returns directly.
• Oversees engagement workflow, assigning work to staff and reviewing deliverables before submission to Managers.
• Ensures compliance with federal, state, and local requirements by researching and interpreting regulations, enforcing adherence to requirements, and advising clients and management on needed actions.
• Prioritizes and manages multiple projects, deadlines, and staff assignments across concurrent engagements.
• Supervises, trains, develops, and mentors staff, including providing real-time coaching and timely performance feedback.
• Serves as a key point of contact for clients, delivering prompt, professional communication and advising on estate and trust tax matters.
• Conducts and reviews tax research on complex estate and trust issues and communicates conclusions clearly.

Requirements

• Bachelor's degree in accounting, finance, or related field.
• 4+ years of experience preparing and/or reviewing forms 706, 709, and/or 1041.
• Skilled in researching the Internal Revenue Code, Treasury Regulations, and related tax guidance to analyze and resolve tax issues.
• Familiarity with wills, trust instruments, and asset title and ownership transfer documents.
• 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

• Master's Degree in Taxation or JD Degree.
• Active CPA.
• 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.

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.