Family Services Supervisor

Who You Are You have a Bachelor’s degree in Accounting, Finance, or a similar field. You are professional, personable and a team player. You are highly organized and detail oriented. You are able to manage tight deadlines during busy seasons with a calm, solutions-oriented approach. You take pride in your work and deliver high-quality service. You consider “Client First” the heart of client service. You are eager to learn, grow and adapt in a dynamic environment. You are comfortable working independently and collaboratively. You thrive being challenged and have experience with fiduciary accounting and/or trust taxation. You enjoy working in a business casual work environment and the opportunity to have a flexible work arrangement. The Role This is a unique and exciting role. The Family Services Manager/Supervisor will play a critical role in serving our 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. The Duties 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. The Perks Our compensation package includes a competitive base salary (commensurate with experience), retirement plan, health/dental/vision insurance, short-term and long-term disability options, EAP benefits, self-managed PTO, experience-based recognition, continuing education and more. We strongly believe in expanding our certifications and technical skills and have incentives for achieving designations/certificates that bring value to the firm. 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. #J-18808-Ljbffr