Family Services Tax Manager

Ascend Group

Family Services Tax Manager preparing and reviewing tax returns for high-wealth clients and trusts. Collaborating with a team and ensuring timely tax reporting with accuracy and professionalism.

Posted 5/1/2026full-timeRemote • Wyoming • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Prepare complete and accurate tax returns for Individuals, Corporations, S-Corporations, Partnerships, Trusts, and Estates.
Review tax returns prepared by others.
Prepare documentation to support tax return calculations.
Mentor a team of Associates, Seniors, and Supervisors.
Review data input, identifying, and resolving technical issues.
Work closely with partners and keep team informed on status.
Increase level of client communication while working on their tax returns, and potentially throughout multiple years.
Understand federal, state, and local tax codes.
Apply knowledge to real life situations, encouraging thinking outside of the box.
Share ideas and opinions with your team.
Attend professional development and training sessions regularly and apply what you learn to assigned tasks.

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, or a similar field.
Certified Public Accountant (CPA).
5-7+ years of experience in public accounting; preferred experience in complex tax with high-wealth clients and trusts.
Friendly and professional demeanor.
Highly organized and detail oriented.
Willing to embrace moments of pressure and tight deadlines during busy season(s).
Take pride in your work.
Consider “Client First” the heart of client service.
Willingness to learn and desire for personal growth.
Maintain professionalism and results oriented—enjoy working as a valued member of an overall team.
Thrive being challenged and working with multiple types of complex clients and industries.
Enjoy working in a business casual work environment and open to working out of Cheyenne, Jackson, or Fort Collins offices. Potential for hybrid or remote work arrangements.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax returns preparationtax documentationdata input reviewtax code knowledgepublic accountingcomplex tax experiencehigh-wealth clientstrusts managementproblem resolutionmentoring

Soft Skills

communicationorganizationdetail orientationprofessionalismclient serviceteam collaborationpressure managementpersonal growthcreativityadaptability

Certifications

Certified Public Accountant (CPA)