(Business + Individual) Tax Manager / Sr. Manager jobs in United States
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Lucas Horsfall ยท 6 hours ago

(Business + Individual) Tax Manager / Sr. Manager

positionLos Angeles, CA
timeFull-time
remoteOnsite
senioritySenior Level
date5+ years exp

Lucas Horsfall is a CPA firm that emphasizes work-life balance and professional growth. The Tax Manager/Sr. Manager will lead and manage business and individual tax advisory and compliance engagements, ensuring quality service and client satisfaction while mentoring staff and identifying new client opportunities.

RoboticsSoftware
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

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 assist with enhancing their skills and further develop their career
Identify and pursue new clients and identify any additional needs to cross sell other 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, internal and external, concerning changes in project deliverables and/or deadlines

Qualification

CPATax preparationTax complianceCCH Axcess TaxLacerteAnalytical skillsConsultative experienceProject managementInterpersonal skillsCommunication skills

Required

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

Preferred

Strong background in individual taxation
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

Lucas Horsfall

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Founded in 1957 and based in Pasadena, California, Lucas Horsfall is a full-service financial and advisory firm serving a diverse client base across the Southwest.
dateFounded in 1957
location
Encino, California, USA
people-size51-200 employees
web-link
http://lhmp.com

H1B Sponsorship

Lucas Horsfall has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)

Funding

Current Stage
Growth Stage

Leadership Team

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Gaurav Malhotra
Partner
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Mark Hagander
Partner
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Company data provided by crunchbase