Family Services Supervisor
New
A
Ascend Partner FirmsAccounting
Remote - USFull-TimeManager
Salary not disclosed
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Job Details
- Required Skills
- LeadershipAccountingFinance
Requirements
- Bachelor’s degree in Accounting, Finance, or a similar field.
- Experience with fiduciary accounting and/or trust taxation.
- Technical proficiency in accounting and tax standards.
- Strong leadership skills for team supervision.
- Professional, organized, and detail-oriented approach.
- Ability to manage tight deadlines.
- Experience with Sage Intacct and Bill.com.
- Client-first service mindset.
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.
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