Tax Resource Management Manager
US$100,000 – US$150,000 / yr base salary
Posted 7 Jul 2026
Advertised as “Manager, Tax Resource Management ”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 5+ yrs
- Management level
- Individual contributor
- Employment
- Hybrid
| Base salary | US$100,000 – US$150,000 / yr |
|---|
Field of studyAccounting, Business Administration (or related)
Study levelBachelor's
CertificationsProject Management Professional
Who We Are
About Ascend
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, 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 www.ascendtogether.com.
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 68th year anniversary in 2025, we attribute our exceptional growth and low turnover to our appreciation of our people and clients.
The Role
At Lucas Horsfall, a Manager, Tax Resource Management oversees the day-to-day operational workflow of the tax department, with primary responsibility for staff scheduling, workload distribution, and process efficiency during peak filing seasons and year-round engagements. This is a senior-level role combining hands-on project & operational management with strategic planning to ensure the department meets client deadlines, regulatory due dates, and internal capacity targets. This role will be performed in a hybrid environment out of our Pasadena, Encino, or Irvine office location.
Key Responsibilities
Scheduling & Capacity Management
- Develop and manage the master scheduling system for all tax preparers, reviewers, and support staff across tax season and off-season periods
- Coordinate staffing against engagements across offices & tax service lines (individual, business, trust & estate, international)
- Allocate client engagements based on staff capacity, expertise, and certification levels (e.g., CPA, EA)
- Monitor real-time workload distribution and rebalance assignments to prevent bottlenecks or burnout