Ascend · 17 hours ago
Tax Supervisor
Pasadena, CA
Full-time
Onsite
Mid, Senior Level
$110K/yr - $135K/yr
5+ years expAscend is a progressive public accounting firm that focuses on transforming the accounting experience for professionals. As a Tax Supervisor at Lucas Horsfall, you will manage all phases of business and individual client tax advisory and compliance engagements, ensuring quality service and client satisfaction.
AdviceConsultingFinance
Responsibilities
Perform initial review of tax senior, tax staff and intern work products
Act as primary client point of contact for the firm
Identify opportunities for value added services for clients by staying abreast of their business needs
Communicate staffing and workload issues to Resource Planning
Review and confirm assignment objectives, scope, and work plan with client
Resolve work product issues using firm resources
Contribute to the development and management of comprehensive strategies to identify and meet all client needs
Identify and research technical issues to ensure compliance with federal, state, and local tax laws
Coach and mentor staff to assist with enhancing their skills and further develop their career
Prepare and/or review monthly client bills
Anticipate, identify, and resolve complex tax-technical issues
Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines
Qualification
Required
Bachelor's degree in accounting, finance, or related field
5+ years of tax prep & review experience
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
Strong background in individual taxation
Licensed CPA or working towards becoming a licensed CPA
Consultative/Advising Experience
Knowledge of CCH Axcess Tax and Lacerte
Benefits
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
Company
Ascend
Ascend is a consulting firm that helps CPAs reach their goals.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2.02M2025-02-14Seed· $2.02M
Leadership Team
Erin Stahmer
Co-Founder & Chief People Officer
David Fulcher
Chief Financial Officer
Company data provided by crunchbase