{"id":1168812,"url":"https://alion.io/job/ascend-tax-manager-estate-trust","title":"Tax Manager (Estate & Trust)","company":{"id":6169,"name":"Ascend","domain":"ascendtogether.com","url":"https://alion.io/company/ascend","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":84,"open_postings":94,"ghost_share":0.191,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":74,"computed_at":"2026-11-05T05:54:30Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Pasadena, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":135000,"max":200000,"currency":"USD","period":"year","gross":null,"usd_annual":200000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[],"status":"live","first_seen_at":"2026-06-30T22:54:08Z","employer_posted_date":"2026-09-14","last_verified_at":"2026-11-05T08:42:58Z","board_verified":true,"closed_at":null,"days_open":127,"trust":{"level":"ok","repost_count":0,"flags":["company_stale"],"days_open":127},"description":"Who We Are\nAbout Ascend\nBacked by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.\nAbout Lucas Horsfall\nHave you dreamt about a career in public accounting with work-life balance? Enjoying the diversity of clients and the challenging work public accounting offers with the added benefits of professional growth and opportunity for advancement? Have you experienced a culture that is fun and diverse offering an authentic family feel with people that truly care about you and your professional development? Lucas Horsfall is that CPA firm. Celebrating our 68th year anniversary in 2025, we attribute our exceptional growth and low turnover to our appreciation of our people and clients. This growth has provided a need for a Tax Manager to help deliver personal and experienced service to our vast array of clients.\nThe Role\nTax Manager\nAs a Tax Manager (Estate and Trust) at Lucas Horsfall, you will manage estate and trust tax engagements from start to finish, overseeing the preparation and review of returns and leading the teams that support them. You will apply outstanding project management, analytical, interpersonal, and communication skills while managing client relationships and engagement workflow across a portfolio of clients. You will lead the training, supervision, and development of staff, direct and review complex tax research, and serve as a trusted advisor to clients and firm leadership on estate and trust tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment. This role will be performed in a hybrid environment out of either our Pasadena, CA or Encino, CA office location.\nKey Responsibilities\nManages estate and trust tax engagements from planning through completion, including final review of returns prepared and reviewed by staff and supervisors before partner sign-off.\nServes as the primary client relationship contact, delivering prompt, professional communication, advising on estate and trust tax matters, and identifying planning opportunities.\nManages engagement economics, including budgets, scheduling, billing, and realization, and escalates issues to partners proactively.\nEnsures compliance with federal, state, and local requirements by researching and interpreting regulations, resolving complex technical issues, and advising clients and management on needed actions.\nPrioritizes and manages multiple engagements, deadlines, and staff assignments across the practice.\nSupervises, develops, mentors, and evaluates staff and supervisors, including real-time coaching, technical review, and formal performance feedback.\nDirects and reviews tax research on complex estate and trust issues and communicates conclusions clearly to clients and firm leadership.\nSupports business development and firm growth, including client and prospect pursuits, expanding services to existing clients, and contributing to proposals.\nMaintains professional and technical knowledge by attending educational workshops or classes, reviewing professional publications, establishing personal networks, and participating in professional societies.\nContributes to firm culture and growth initiatives, including mentoring, recruiting, and knowledge sharing.\nCommunicates effectively with all levels of the firm as well as clients.\nRequired Qualifications\nBachelor's degree in accounting, finance, or related field\n5+ years of experience preparing and/or reviewing forms 706, 709, and/or 1041\nSkilled in researching the Internal Revenue Code, Treasury Regulations, and related tax guidance to analyze and resolve tax issues\nFamiliarity with wills, trust instruments, and asset title and ownership transfer documents\nExcellent project management, analytical, interpersonal, and communication skills\nSelf-motivator with the ability to multi-task and complete assignments within time constraints and deadlines\nA strong desire toward career advancement and goal toward future firm ownership\nPreferred Qualifications\nMaster's Degree in Taxation or JD Degree\nActive CPA\nKnowledge of CCH Axcess Tax and Lacerte\n\nWhat We Offer\nAs 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:\nFlexible PTO\nExcellent Voluntary Insurance Options\n401(k) Matching\nDiscretionary Bonus\nCommitment to Professional Development\nMeaningful work that makes a difference in our clients' lives\nHow to Apply\nSubmit your information in the application section directly below! This will include:\nBasic contact information\nResume/CV and optional cover letter upload\nWork eligibility, credentials, and compensation\nVoluntary demographic & self-ID questions\nFor further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at .\nThe pay range for this role is $135,000 - $200,000+ 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.\nAt Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. 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