Senior Bookkeeper
External
Ascendtogether · Encino, CAPrepare for this interview
EliteAI-generated questions, company research, and talking points tailored to this role
About the role
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. This growth has provided a need for a Senior Bookkeeper to help deliver personal and experienced service to our vast array of clients. 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.
Responsibilities
- Monthly, quarterly or annual client bookkeeping.
- Analysis of general ledger accounts and reconciliation of bank accounts, with appropriate client communication and action to resolve outstanding issues and items.
- Processes accounting transactions including, but not limited to accounts payable, accounts receivable, credit card activity, employee expense reporting, etc.
- 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.
- Prepare business returns including property tax, sales tax, payroll tax, power of attorney forms, start-up filings and any other tax forms as needed.
- Excel spreadsheet analysis for various projects and processes.
- Set-up and manage access to clients' payroll through third party vendor and retrieve necessary reports to assist with income tax preparation.
- 1099 preparation in general, getting information from the clients, TIN matching 1099 recipients before 1099's are prepared, preparing extensions as needed.
- Handle phone calls to clients or government agencies for information needed to complete bookkeeping/accounting per supervisor's instructions.
- Prepare and review fiduciary accounting, which can include court accounting, forensic accounting, trust accounting for disclosure of trust fund for beneficiaries, etc.
- Required Qualifications
- 5+ years of progressive public accounting or accounting services experience.
- Proficiency with QuickBooks and MS Office. QB ProAdvisor preferred.
- Strong client rapport and project management skills.
Requirements
- 4-year degree in accounting or business is preferred.
- Ability to interact well with others in a team environment, as well as being able to work independently.
- Ability to multi-task and manage multiple projects simultaneously
- 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.
- Software could include Thomson Reuters Fiduciary Accounting Software (FAS), QuickBooks, and Excel.
Benefits
Your Match
How well this role fits your profile.
Company Intel
What employees say
Worked at ascendtogether? Share your experience