Family Services Tax Manager

Who You Are

• You have a Bachelor’s degree in Accounting, Finance, or a similar field.
• You are a Certified Public Accountant (CPA).
• You have 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 are 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.

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.

• 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.

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

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.