Family Services Supervisor

Jobtailor; Deutschland; Vor Ort; EUR 55.000 - 75.000; Vollzeit

Zusammenfassung

Jobtailor is seeking a capable accounting professional to lead a growing team focused on family services and fiduciary tax work. You will collaborate with client teams, prepare and review trust statements, and ensure accuracy in tax returns and reporting.

This role emphasizes client-first service, continuous learning, and a flexible work arrangement. The position requires a Bachelor’s degree in Accounting or Finance, strong organizational skills, and the ability to handle deadlines with a calm,

Qualifikationen

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

Aufgaben

• Lead and mentor a growingteam of Family Services Associates and Seniors.
• Collaborate with partners and managers on client engagements, timelines, and deliverables.
• Prepare and review trust financial statements on multiple bases.
• Oversee the preparation and review of tax returns with high accuracy.
• 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.
• 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.

Kenntnisse

Team leadership

Attention to detail

Time management

Client service

Fiduciary accounting

Ausbildung

Bachelor’s degree in Accounting, Finance, or a related field

Tools

Sage Intacct

Bill.com

Jobbeschreibung

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.