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.

For questions or inquiries about the role, please reach out to Alex Harvick, Senior Recruiter at [redacted].