Client Accounting Manager (CAAS)

<hr> <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><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 CAAS Manager (Client Accounting and Advisory Services) to help deliver personal and experienced service to our vast array of clients.</p> <p><strong>The Role</strong></p> <p>At Lucas Horsfall, a CAAS 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 hybrid environment out of our Pasadena, CA or Irvine, CA office.&nbsp;</p> <p>&nbsp;</p> <p><strong>Key Responsibilities</strong></p> <ul> <li>Set the vision for the monthly close process to happen timely, mitigate situations when factors come up to stall or delay, and ensure a monthly close deliverable is achieved by committing to month-end meetings with all clients.&nbsp;</li> <li>Follow through and take ownership of correspondence with clients, staff, and partners.</li> <li>Drive departmental growth and contribute meaningfu