Family Services Tax Manager

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

With over 100 employees, MHP is the largest regional CPA firm in Wyoming and a top 25 fastest growing firm in the US. We are headquartered in Cheyenne with offices in Jackson, WY and Fort Collins, CO.

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 rare 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!

Who We Are

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 and 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 a Certified Public Accountant (CPA).
• You 5-7+ years of experience in public accounting; preferred experience in complex tax with high-wealth clients and trusts.
• You are friendly and professional.
• You are highly organized and detail oriented.
• You are willing to embrace moments of pressure and tight deadlines during busy season(s).
• You take pride in your work.
• You consider “Client First” the heart of client service.
• You possess a willingness to learn and desire for personal growth.
• You maintain professionalism and results oriented—you enjoy working as a valued member of an overall team.
• You thrive being challenged and working with multiple types of complex clients and industries.
• You enjoy working in a business casual work environment and are open to working out of our Cheyenne, Jackson, or Fort Collins offices. Potential for hybrid or remote work arrangements.

The Role

This is a unique and exciting role. The Family Services manager will closely work with high-wealth clients, trusts, and be part of a fast-growing industry in the Accounting world. You will prepare and review tax returns for Individuals, Corporations, S-Corporations, Partnerships, Trusts, and Estates. Must be able to work independently as well as within a team. The ideal candidate must be able to work rapidly, accurately, and under pressure during tax season to meet tight deadlines.

The Family Services Manager must consistently maintain a professional demeanor and will have frequent and direct client interaction. This role necessitates critical thinking and meticulous attention to detail. The ideal candidate should be capable of delivering work in a swift, precise, and pressured environment to meet stringent deadlines. Establishing trust within the team and fostering positive relationships is a prerequisite.

The Duties:

• Prepare complete and accurate returns. Review others’ returns.
• Prepare documentation to support tax return calculations.
• Ability to mentor a team of Associates, Seniors, and Supervisors.
• Reviewing data input, identifying, and resolving technical issues.
• Work closely with partners and keep team informed on status.
• Increased level of client communication while working on their tax return, and potentially throughout multiple years.
• Understand federal, state, and local tax codes.
• Show what you know! You have the knowledge—now apply it to real life situations. Thinking outside of the box is encouraged as well.
• Share your ideas and opinions with your team.
• Attend professional development and training sessions on a regular basis and apply what you learn to your assigned tasks.

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.