Family Services Supervisor

Ascend Group

Family Services Supervisor leading a team for high-net-worth clients and ensuring accurate financial statements with technical proficiency. Position emphasizes leadership, collaboration, and client service in a dynamic environment.

Posted 6/29/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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.

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

Financial Statement PreparationTax Return ReviewCash ManagementTechnical Accuracy ReviewDocumentation Preparation

Soft Skills

Team LeadershipClient CommunicationDetail OrientedSolutions-OrientedAdaptability

Certifications

Bachelor’s Degree in AccountingBachelor’s Degree in Finance