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CAAS Senior Accountant (Client Accounting and Advisory Services)

Irvine, CA

Who We Are

About Ascend

At Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms—from rigid hierarchies and overwhelming workloads to 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 We believe your ambition should not be constrained by outdated practices or opaque career paths.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, & more. Founded in January 2023, Ascend attained revenues to sufficiently qualify as a Top 100 U.S. accounting firm within six months of operation. Explore Ascend, where your career soars without sacrificing your quality of life.

About Lucas Horsfall

Have 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 67th year anniversary in 2024, we attribute our exceptional growth and low turnover to our appreciation of our people and clients. This growth has provided a need for a CAS Senior to help deliver personal and experienced service to our vast array of clients.

The Role

At Lucas Horsfall, a CAS Senior manages the client relationship of our mid-to-large-sized entities, advising clients on appropriate financial and visionary strategies. The firm also encourages seniors to take ownership of their career, tailoring their career growth, direction, and progression to accommodate shifts and changes in their personal lives. The role will be achieved in a remote environment with the ideal candidate located in the Los Angeles metropolitan area.

 

Key Responsibilities

  • Execute the vision of the monthly financial close ensuring it is timely, and the monthly close deliverable is achieved.
  • Ability to complete complex and non-complex account reconciliations (i.e. investment and equity roll forward schedules) and record transactions as part of the monthly closing process.
  • Apply GAAP guidance related to the clients’ specific industry.
  • Review financial statements, prepare variance analysis, and analyze unusual items.
  • Assist in onboarding and offboarding of clients.
  • Participate and lead special projects such as implementation of Bill.com, payroll provider conversion, and accounting system migration.
  • Assist annually with the preparation of the financial statement audit with the client’s external auditors.
  • Prepare annual business filings (i.e.,1099’s and business property tax statements (571-L).
  • Ability to work on teams, assisting staff accountants’ problem solve issues on engagements.
  • Mentor staff accountants and help them achieve success.

 

Required Qualifications

  • 3+ years of accounting experience required with month-end close experience.
  • 1+ years of experience mentoring and training staff.
  • BA/BS degree in accounting from an accredited university or a strong combination of education and experience.
  • Ability to work efficiently and to prioritize and manage multiple projects and deadlines.
  • Must be able to take ownership of projects, think and work independently with the capacity to research issues and solve problems.
  • Strong knowledge of QuickBooks Online.

 

Preferred Qualifications

  • Experience working as a Senior Auditor.
  • Master’s degree in accounting or equivalent.
  • Experience working with privately held clients.
  • Experience working with Sage Intacct and Bill.com.
  • Analytical thinking with strong organizational skills.

 

What We Offer

As 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:

  • 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

 

How to Apply

Submit your information in the application section directly below! This will include:

  • Basic contact information
  • Resume/CV and optional cover letter upload
  • Work eligibility, credentials, and compensation
  • Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at ajebson@ascendtogether.com.

 

The pay range for this role is $80,000 - $88,000 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.

 

At 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. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

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At Ascend, we believe that having a diverse organization that reflects the communities that we serve is critical in everything we do. In order to increase representation across identity groups and ensure equitable experiences throughout the hiring process, we collect information regarding race/ethnicity, gender, and sexual orientation. For each question, please select all that apply or choose "I prefer not to answer" if you do not wish to provide a response. 

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