Family Services Supervisor

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 knowledge to real-life situations—thinking outside of the box is encouraged.
• share ideas and opinions with your team.
• attend professional development and training sessions regularly and apply new skills to your work.

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.
• Take pride in your work and deliver high‑quality service.
• Consider “Client First” the heart of client service.
• Eager to learn, grow and adapt in a dynamic environment.
• Comfortable working independently and collaboratively.
• Thrive being challenged and have experience with fiduciary accounting and/or trust taxation.
• Enjoy working in a business casual work environment and the opportunity to have a flexible work arrangement.