Senior Bookkeeper

<p><strong>Who We Are</strong></p> <p><strong><em>About Ascend</em></strong></p> <p>Backed 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,&nbsp;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 <a href="http://www.ascendtogether.com/">www.ascendtogether.com</a>.</p> <p>&nbsp;</p> <p><strong><em>About Lucas Horsfall</em></strong></p> <p>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? <a href="https://www.lucashorsfall.com/"><strong>Lucas Horsfall</strong></a> 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 Senior Bookkeeper to help deliver personal and experienced service to our vast array of clients.</p> <p><strong>The Role</strong></p> <p>As a key member of the tax team, a Senior Bookkeeper will handle monthly, quarterly, and/or annual client bookkeeping. The position will also assist in various other activities including preparing business returns, 1099s, and processing accounting transactions (AP, AR, credit card activity, employee expense reporting, etc.). This role will be achieved in a hybrid environment out of our Pasadena or Encino office locations.&nbsp;</p> <p>&nbsp;</p> <p><strong>Key Responsibilities</strong></p> <ul> <li>Monthly, quarterly or annual client bookkeeping.</li> <li>Analysis of general ledger accounts and reconciliation of bank accounts, with appropriate client communication and action to resolve outstanding issues and items.</li> <li>Processes accounting transactions including, but not limited to accounts payable, accounts receivable, credit card activity, employee expense reporting, etc.</li> <li>Play an integral part in year-end close by evaluating and preparing required journal entries to get clients’ books and records ready for income tax preparation.</li> <li>Prepare business returns including property tax, sales tax, payroll tax, power of attorney forms, start-up filings and any other tax forms as needed.</li> <li>Excel spreadsheet analysis for various projects and processes.</li> <li>Set-up and manage access to clients’ payroll through third party vendor and retrieve necessary reports to assist with income tax preparation.</li> <li>1099 preparation in general, getting information from the clients, TIN matching 1099 recipients before 1099’s are prepared, preparing extensions as needed.</li> <li>Handle phone calls to clients or government agencies for information needed to complete bookkeeping/accounting per supervisor’s instructions.&nbsp;</li> <li>Prepare and review fiduciary accounting, which can include court accounting, forensic accounting, trust accounting for disclosure of trust fund for beneficiaries, etc.&nbsp;</li> </ul> <p>&nbsp;</p> <p><strong>Required Qualifications</strong></p> <ul> <li>5+ years of progressive public accounting or accounting services experience.</li> <li>Proficiency with QuickBooks and MS Office. QB ProAdvisor preferred.</li> <li>Strong client rapport and project management skills.</li> </ul> <p>&nbsp;</p> <p><strong>Preferred Qualifications</strong></p> <ul> <li>4-year degree in accounting or business is preferred.</li> <li>Ability to interact well with others in a team environment, as well as being able to work independently.</li> <li>Ability to multi-task and manage multiple projects simultaneously</li> <li>Must be very detail-oriented and able to reconcile assets and balance to monthly statements, as some trusts have a lot of holdings and transactions.&nbsp;&nbsp;</li> <li>Software could include Thomson Reuters Fiduciary Accounting Software (FAS), QuickBooks, and Excel.</li> </ul> <p><strong>&nbsp;</strong></p> <p><strong>What We Offer</strong></p> <p>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:</p> <ul> <li>Flexible PTO</li> <li>Excellent Voluntary Insurance Options</li> <li>401(k) Matching</li> <li>Discretionary Bonus</li> <li>Commitment to Professional Development</li> <li>Meaningful work that makes a difference in our clients' lives</li> </ul> <p>&nbsp;</p> <p><strong>How to Apply</strong></p> <p>Submit your information in the application section directly below! This will include:</p> <ul> <li>Basic contact information</li> <li>Resume/CV and optional cover letter upload</li> <li>Work eligibility, credentials, and compensation</li> <li>Voluntary demographic &amp; self-ID questions</li> </ul> <p>For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at&nbsp;ajebson@ascendtogether.com.</p> <p>&nbsp;</p> <p><em>The pay range for this role is $35.00/hour - $45.00/hour. This role is non-exempt and eligible for overtime. 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.</em></p> <p>&nbsp;</p> <p><em>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.</em></p>