Client Accounting Manager; CAAS

Lucas Horsfall is a CPA firm celebrating its 68th year. We are hiring a CAAS Manager (Client Accounting and Advisory Services) based in Pasadena, CA or Irvine, CA, in a hybrid environment.

As a CAAS Manager, you will manage client relationships for mid‑to‑large‑sized entities, advise on financial and strategic initiatives, mentor staff, drive business development, and ensure timely monthly close and audit readiness.

• Set vision for the monthly close process, ensure deliverables and timely month‑end meetings.
• Own correspondence with clients, staff, and partners.
• Drive departmental growth and contribute to high‑level decision making.
• Mentor, train, and develop staff and seniors.
• Provide advisory and technical expertise in tax services, purchasing accounting, M&A transaction support, payroll advisory, and compliance.
• Assess internal control environments and advise clients on control strengths or weaknesses.
• Serve as liaison through financial statement audits to ensure clients are audit ready.
• Help clients solidify visions through budget preparation and monitor actual vs. budget.

• 5+ years of public accounting experience.
• 2+ years of experience training and supervising staff.
• Experience working with diverse clients including manufacturing, nonprofit, and SaaS.
• Proficiency in Quick Books Online, , Net Suite, and similar tools.
• BA/BS degree in accounting or equivalent from an accredited university.
• Licensed and currently active CPA.
• Ability to manage a demanding, deadline‑driven environment independently or in a team.

• Master’s degree in accounting or equivalent.
• Prior CAAS background and experience in an established Accounting and Advisory Services department.
• Experience building and growing an offshore team.

• Competitive salary ranging from $125,000 to $165,000 per year.
• 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.

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.