Family Services Supervisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead and guide a developing team of Family Services Associates and Seniors.

• Collaborate with partners and managers regarding client projects, timelines, and deliverables.

• Prepare and review trust financial statements based on income tax, modified accrual, and/or statutory bases.

• Supervise the preparation and review of tax returns ensuring a high degree of accuracy and diligence.

• Create documentation to substantiate tax return calculations.

• Review work for technical correctness and address complex accounting and tax challenges.

• Generate quarterly, monthly, and annual reports.

• Conduct cash management as required.

• Lead or engage in special client projects as necessary.

• Communicate effectively with clients throughout their engagement.

• Keep updated with relevant tax codes and accounting standards.

• Utilize and maintain systems like Sage Intacct and Bill.com.

• Apply knowledge to practical situations—innovative thinking is encouraged.

• Share insights and perspectives with your team.

• Attend professional development and training sessions regularly, applying new skills to your work.

⛳️ Requirements

• Bachelor's degree in Accounting, Finance, or a related field.

• Professional, personable, and a team-oriented individual.

• Highly organized and detail-focused.

• Capable of managing tight deadlines during busy periods with a calm, solution-oriented mindset.

• Take pride in your work and provide high-quality service.

• View “Client First” as central to client service.

• Enthusiastic to learn, grow, and adapt in a dynamic setting.

• Comfortable working both independently and collaboratively.

• Thrive on challenges and possess experience in fiduciary accounting and/or trust taxation.

• Enjoy a business casual work environment with the opportunity for flexible work arrangements.

🏝️ Benefits

• 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