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Tax Manager - Remote

Posted 13 weeks ago
Finance / Legal
Full Time
CA, USA
$135,000 - $180,000/year

Overview

As a tax manager at Lucas Horsfall, you will lead and manage all phases of business and individual client tax advisory and compliance engagements, ensuring quality work and excellent customer relations.

In Short

  • Lead and manage tax advisory and compliance engagements.
  • Perform technical reviews of business and individual returns.
  • Act as primary client point of contact.
  • Coach and mentor staff.
  • Identify opportunities for value-added services.
  • Conduct tax research and advise on tax matters.
  • Prepare and review monthly client bills.
  • Support partner team in strategy and budget planning.
  • Resolve complex tax-technical issues.
  • Manage client relationships and expectations.

Requirements

  • Bachelor's degree in accounting, finance, or related field.
  • CPA or Enrolled Agent (EA).
  • 5-10 years of tax prep & review experience.
  • Excellent project management and communication skills.
  • Self-motivator with the ability to multi-task.
  • Desire for career advancement and future firm ownership.

Benefits

  • Flexible PTO.
  • Excellent Voluntary Insurance Options.
  • 401(k) Matching.
  • Discretionary Bonus.
  • Commitment to Professional Development.
  • Meaningful work that makes a difference.

Ascend

Ascend

Ascend is a forward-thinking company that empowers entrepreneurial CPAs to achieve their goals through an innovative growth model. Founded in January 2023 and quickly recognized as a Top 100 U.S. accounting firm, Ascend offers regional accounting firms the opportunity to remain independent while benefiting from the resources of a larger CPA firm. The company provides access to growth capital, talent acquisition, advanced technology, leadership systems, shared services, and modern equity incentives, enabling firms to overcome industry challenges and reach their full potential. Backed by the people-focused private equity firm Alpine Investors, Ascend is committed to fostering a supportive and empowering environment for its partners and employees.

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