MHP
Financial Services
FamilyServicesSupervisor
“Family Services Supervisor at MHP. Skills: Financial statements, Tax returns, Team leadership. Lead and mentor team. Collaborate on client engagements”
Industry & Context.
Solutions-oriented approach; Resolve complex issues
What They're Looking For.
Must Have
Bachelor's degree in Accounting, Bachelor's degree in Finance, Bachelor's degree in a similar field, Experience with fiduciary accounting, Experience with trust taxation
Nice to Have
CFA charterholder preferred, CPA preferred, FRM preferred, Series 7 preferred, Series 63 preferred, Series 65 preferred, CAIA preferred, CFP preferred, ACCA preferred, ACA preferred
What You'll Do.
Collaborate on client engagements
Prepare trust financial statements
Review trust financial statements
Oversee tax return preparation
Prepare documentation for tax calculations
Review work for technical accuracy
Resolve accounting issues
Run quarterly reports
Conduct cash management
Lead special client projects
Participate in special client projects
Communicate with clients
Stay current with tax codes
Stay current with accounting standards
Maintain Sage Intacct
Apply knowledge to real-life situations
Attend professional development
Attend training sessions
How You'll Work.
Team & Collaboration
Collaborate with partners; Collaborate with managers; Supervise remote team; Establish trust within team; Foster positive relationships
Communication Scope
Client communication
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