Business + Individual Tax Manager​/Sr. Manager

(Business + Individual) Tax Manager / Sr. Manager

Join to apply for the (Business + Individual) Tax Manager / Sr. Manager role at Lucas Horsfall

At Ascend we recognize the struggles that accounting and finance professionals face in traditional firms – rigid hierarchies, overwhelming workloads, and the elusive work‑life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you’re not just a number but a valued member of a community that champions both your professional and personal fulfillment.

Our mission is to transform the public accounting experience into one where work‑life harmony is a reality, and where your career advancement is supported by a nurturing network and robust resources.

We partner with regional, entrepreneurial firms and provide them with the resources and support necessary to thrive in today’s dynamic market. This includes access to growth capital, robust talent acquisition, top‑tier technology, transformative leadership, shared back‑office services, and more. Founded in January 2023, Ascend attained revenues sufficient to qualify as a Top‑100 U.S. accounting firm within six months of operation.

Celebrating our 68th anniversary in 2025, Lucas Horsfall has grown through appreciation of our people and clients. This growth has created a need for a Tax Manager or Sr. Manager (Partner Track) to help deliver personal and experienced service to our vast array of clients.

As a Tax Leader at Lucas Horsfall, you will lead and manage all phases of business (1120, 1120S, 1065) and individual client tax advisory and compliance engagements. You will manage clients independently and carry out your outstanding project‑management, analytical, interpersonal, and communication skills. You will perform technical reviews of business and individual returns, participate in training and supervision of staff, conduct tax research, and advise on tax matters.

• Perform initial and/or final review of manager, 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 sharpen their skills and further develop their career.
• Identify and pursue new clients and cross‑sell additional firm products and services to existing clients.
• Support the partner team in the development and planning of strategy, objectives, and budgets.
• Prepare and/or review monthly client bills.
• Anticipate, identify, and resolve complex tax‑technical issues.
• Effectively manage expectations, both internal and external, concerning changes in project deliverables and/or deadlines.

• Bachelor’s degree in accounting, finance, or related field.
• CPA.
• 5‑10 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.

• Strong background in individual taxation.
• Consultative/Advising experience.
• Knowledge of CCH Axcess Tax and Lacerte.

As a firm, we offer a competitive salary, tuition reimbursement for advanced education, and a comprehensive benefits package that supports well‑being, health, and ongoing professional growth:

• 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.

Submit your information in the application section below. Include:

• Ba…