Family Services Tax Supervisor

 

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

About MHP

 

Big firm expertise with small firm customer service. With over 75 employees, MHP is the largest regional CPA firm in Wyoming. However, since our start in the early 1930s, MHP has been dedicated to personalized customer service to both our employees and clients. MHP is deeply rooted in the Cheyenne community, both figuratively and literally—not only have we been around for over 90 years, but our office is also located in the heart of downtown Cheyenne within walking distance of good food, coffee, and breweries.

Tradition meets modernization. While the wild west may come to mind when you think of Wyoming, and that is a part of our history we hold dear, don’t think we’ve been left in the proverbial dust. Our city is home to topnotch restaurants, breweries, shopping, art galleries, and theater. Where you might see History and Today collide best may be Cheyenne Frontier Days, the largest and oldest rodeo in the world. Hundreds of thousands of people from all over come to Cheyenne to see the concerts, special events, and rodeo each year. If the outdoors are more your scene, Wyoming is not lacking there either. We have some of the best camping, skiing, fishing, hunting, climbing, and biking in the country.

You’re more than a number. As part of our MHP team, you'll have the unique opportunity to make your mark on the company and advance your career in the area you desire. Managers and Partners have an “open door policy”, which is practically unheard of in larger firms. We encourage employees to get involved in our community as well as with each other—we host several team building and employee events every year, including holiday parties, BBQs, cornhole tournaments, Friday Nights on the Plaza (a Cheyenne summer concert series), and more!

Be a part of something bigger. At MHP, we strive to not only be experts in our field but also provide superior client service to our wide variety of clientele. We are a team—always willing to give a helping hand to our coworkers when we’re able and will bend over backwards for our clients. We pride ourselves on servant leadership—we are leaders in our office and our community.

 

Who You Are

• You have a Bachelor’s degree in Accounting, Finance, or a similar field.
• You are professional, personable and a team player.
• You are highly organized and detail oriented.
• You are able to manage tight deadlines during busy seasons with a calm, solutions-oriented approach.
• You take pride in your work and deliver high-quality service.
• You consider “Client First” the heart of client service.
• You are eager to learn, grow and adapt in a dynamic environment.
• You are comfortable working independently and collaboratively.
• You thrive being challenged and have experience with fiduciary accounting and/or trust taxation.
• You enjoy working in a business casual work environment and the opportunity to have a flexible work arrangement.

The Role

This is a unique and exciting role. The Family Services Manager/Supervisor will play a critical role in serving our high-net-worth clients and trust entities. This position focuses heavily on the preparation and review of statutory and tax-basis financial statements, as well as tax return preparation and review. You'll be leading a growing team and working in a specialized, fast-paced environment that values precision, efficiency, and client service.

You’ll be entrusted with direct client interaction, supervision of a remote team, and ownership of critical deliverables. Establishing trust within the team and fostering positive relationships is a prerequisite. Success in this role requires technical proficiency, sound judgment, attention to detail, and strong leadership.

The Duties:

• 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 your knowledge to real-life situations—thinking outside of the box is encouraged.
• Share your ideas and opinions with your team.
• Attend professional development and training sessions regularly and apply new skills to your work.

The Perks

Our compensation package includes a 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. We strongly believe in expanding our certifications and technical skills and have incentives for achieving designations/certificates that bring value to the firm.

For questions or inquiries about the role, please reach out to Alex Harvick, Senior Recruiter at aharvick@ascendtogether.com. 

 

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.