Family Services Tax Manager

Ascend Partner Firms

10h•Hybrid

About The Position

The Family Services Manager will closely work with high-wealth clients, trusts, and be part of a fast-growing industry in the Accounting world. You will prepare and review tax returns for Individuals, Corporations, S-Corporations, Partnerships, Trusts, and Estates. Must be able to work independently as well as within a team. The ideal candidate must be able to work rapidly, accurately, and under pressure during tax season to meet tight deadlines. The Family Services Manager must consistently maintain a professional demeanor and will have frequent and direct client interaction. This role necessitates critical thinking and meticulous attention to detail. The ideal candidate should be capable of delivering work in a swift, precise, and pressured environment to meet stringent deadlines. Establishing trust within the team and fostering positive relationships is a prerequisite.

Requirements

Bachelor’s degree in Accounting, Finance, or a similar field.
Certified Public Accountant (CPA).
5-7+ years of experience in public accounting.
Friendly and professional demeanor.
Highly organized and detail oriented.
Willingness to embrace moments of pressure and tight deadlines during busy season(s).
Takes pride in their work.
Considers “Client First” the heart of client service.
Willingness to learn and desire for personal growth.
Maintains professionalism and results oriented.
Thrives being challenged and working with multiple types of complex clients and industries.
Enjoys working in a business casual work environment.

Nice To Haves

Preferred experience in complex tax with high-wealth clients and trusts.

Responsibilities

Prepare complete and accurate returns.
Review others’ returns.
Prepare documentation to support tax return calculations.
Ability to mentor a team of Associates, Seniors, and Supervisors.
Reviewing data input, identifying, and resolving technical issues.
Work closely with partners and keep team informed on status.
Increased level of client communication while working on their tax return, and potentially throughout multiple years.
Understand federal, state, and local tax codes.
Apply knowledge to real life situations.
Share ideas and opinions with your team.
Attend professional development and training sessions on a regular basis and apply what you learn to your assigned tasks.