Family Services Tax Supervisor

Overview

This role is responsible for serving high-net-worth clients and trust entities, with a strong focus on preparing and reviewing statutory and tax-basis financial statements, along with tax return preparation and review. You will lead a growing team in a specialized, fast-paced environment where precision, efficiency, and client service are essential.

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 high 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 engagements
• Stay current with relevant tax codes and accounting standards
• Use and maintain systems such as Sage Intacct and Bill.com
• Attend professional development and training sessions regularly and apply new skills to ongoing work
• Share ideas and opinions with your team; contribute to continuous improvement

Requirements

• Bachelor’s degree in Accounting, Finance, or a similar field
• Professional, personable approach and ability to work as a team player
• Highly organized with strong attention to detail
• Ability to manage tight deadlines during busy seasons with a calm, solutions-oriented approach
• Commitment to high-quality work and client service
• Strong judgment and attention to detail in a fiduciary environment
• Experience with fiduciary accounting and/or trust taxation
• Comfortable working independently and collaboratively
• Ability to thrive in a business-casual environment and take advantage of a flexible work arrangement

Preferred Qualifications

• (No additional preferred qualifications were specified.)

Compensation & 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 opportunities
• Incentives for achieving designations/certificates that bring value to the firm

Location

Cheyenne, Wyoming