Family Services Supervisor

Ascend Partner Firms

2d•Hybrid

About The Position

The Family Services Manager/Supervisor will play a critical role in serving high-net-worth clients and trust entities. This position focuses heavily on the preparation and review of statutory and tax-basis financial statements, as well as tax return preparation and review. You'll be leading a growing team and working in a specialized, fast-paced environment that values precision, efficiency, and client service. You’ll be entrusted with direct client interaction, supervision of a remote team, and ownership of critical deliverables. Establishing trust within the team and fostering positive relationships is a prerequisite. Success in this role requires technical proficiency, sound judgment, attention to detail, and strong leadership.

Requirements

Bachelor’s degree in Accounting, Finance, or a similar field.
Professional, personable and a team player.
Highly organized and detail oriented.
Able to manage tight deadlines during busy seasons with a calm, solutions-oriented approach.
Takes pride in work and delivers high-quality service.
Considers “Client First” the heart of client service.
Eager to learn, grow and adapt in a dynamic environment.
Comfortable working independently and collaboratively.
Thrives being challenged and has experience with fiduciary accounting and/or trust taxation.
Enjoys working in a business casual work environment and the opportunity to have a flexible work arrangement.

Responsibilities

Lead and mentor a growing team of Family Services Associates and Seniors.
Collaborate with partners and managers on client engagements, timelines, and deliverables.
Prepare and review trust financial statements on an income tax basis, modified accrual basis, and/or statutory basis.
Oversee the preparation and review of tax returns with a high level of accuracy and due diligence.
Prepare documentation to support tax return calculations.
Review work for technical accuracy and resolve complex accounting and tax issues.
Run quarterly, monthly, and annual reports.
Conduct cash management as needed.
Lead or participate in special client projects as needed.
Communicate appropriately with clients while working on their engagement.
Stay current with relevant tax codes and accounting standards.
Use and maintain systems such as Sage Intacct and Bill.com.
Apply your knowledge to real-life situations—thinking outside of the box is encouraged.
Share your ideas and opinions with your team.
Attend professional development and training sessions regularly and apply new skills to your work.