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Tax Manager - Remote

Posted 17 weeks ago
Finance / Legal
Full Time
USA
$135,000 - $180,000/year

Overview

As a Tax Manager at Lucas Horsfall, you will lead and manage all phases of estate and trust tax advisory and compliance engagements, ensuring quality work and excellent customer relations.

In Short

  • Lead and manage estate and trust tax engagements.
  • Perform technical reviews of tax returns.
  • Act as primary client point of contact.
  • Coach and mentor staff.
  • Identify opportunities for value-added services.
  • Conduct tax research and ensure compliance.
  • Prepare and review client bills.
  • Support partner team in strategy development.
  • Manage expectations regarding project deliverables.
  • Resolve complex tax-technical issues.

Requirements

  • Bachelor's degree in accounting, finance, or related field.
  • CPA certification.
  • 5+ years of experience with forms 706, 709, and 1041.
  • Excellent project management and analytical skills.
  • Self-motivated with strong multitasking abilities.
  • Desire for career advancement and firm ownership.

Benefits

  • Flexible PTO.
  • 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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