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CAAS Manager (Client Accounting and Advisory Services)

Pasadena, 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 We believe your ambition should not be constrained by outdated practices or opaque career paths.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 Manager to help deliver personal and experienced service to our vast array of clients.

The Role

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

 

Key Responsibilities

  • Sets the vision for the monthly close process to happen timely, mitigate situations when factors come up to stall or delay, and ensures a monthly close deliverable is achieved.
  • Follows through and takes ownership of correspondence with clients, staff, and partners.
  • Commitment to actively train, develop, and mentor staff and seniors.
  • Owns the on-boarding / off-boarding of clients in their care and assists in a project environment to help transition.
  • Commitment to month-end meetings with all clients. If not ready to lead them fully on a specific client, prepare the documents, be present in the meeting, and take notes and act on the points discussed to ensure they are achieved.
  • Understanding of the internal control environment necessary on a client and advise where weaknesses or strengths are present.
  • Function as a liaison, leading a client through a financial statement audit to ensure clients are “audit ready” with their year-end close and analysis of key account balances.
  • Help solidify clients’ visions through budget preparation. Monitor budget versus actual and have active discussions with clients’ regarding variances.
  • Research current rules, regulations and interpretations, identify relevant information, and form conclusions.

Required Qualifications

  • 8+ years of general accounting experience.
  • 3+ years of experience training and supervising staff.
  • Experience working in an audit department of a CPA firm.
  • BA/BS degree in accounting or equivalent from an accredited university.
  • Licensed and currently active CPA.
  • Capable of working in a demanding, deadline-driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner.
  • Strong excel skills (Pivot Tables, VLOOKUP’s, Sumifs, etc.).
  • Experience with QuickBooks Online, Bill.com, Sage Intacct, and/or other accounting packages.
  • Able to research technical accounting guidance into clear, thoughtful, and deliverable action.
  • Client-centric approach to all matters.

 

Preferred Qualifications

  • Master’s degree in accounting or equivalent.
  • Ability to travel to client locations.
  • Experience working with privately held clients.

 

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 $125,000 - $135,000 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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