EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Baltimore, Maryland, United States, 21276
Base pay range: $126,600.00/yr - $289,000.00/yr
Location: Anywhere in Country.
Overview
EY is a leader in serving the global financial services marketplace. The Financial Services Organization (FSO) focuses on serving financial institutions and related clients. The Talent will work within the Fiduciary/Trust & Estate Tax Administration Services (FTEAS) team to provide fiduciary/accounting services for trusts and estates. Senior Manager – Fiduciary/Trust & Estate Tax Administration Services (FTEAS)
The Senior Manager is part of the leadership team, guiding strategy and success of the FTEAS business. Responsibilities include technical review of complex trust and estate fiduciary accountings; managing client relationships; business development; supervision, training and development of staff; recruiting; improving operating efficiency; and maintaining profitability. The candidate will ensure compliance with EY processes and procedures, including onboarding new clients, independence, eDocs, and technology initiatives. Key Responsibilities
Technical review of complex trust and estate accountings. Manage teams to ensure accuracy and timely delivery of work products to clients. Manage client relationships and retain client goodwill. Participate in business development, including weekly sales calls, client presentations, marketing efforts, and business development meetings. Build relationships with potential new clients and attend industry conferences and other business development events. Commit to client satisfaction by providing timely and effective responses to client needs and compliance requirements, thereby enhancing long-term relationships. Provide estimates for new accounting work and prepare all required documentation for new engagements. Work with EY channels to establish client/engagement codes. Vet matters for Independence and oversee compliance with eDocs. Build and maintain strong relationships with internal EY groups to assist with cross-selling FTEAS and other EY lines of business. Facilitate communications and support team members by sharing knowledge and decisions to meet engagement deliverables. Develop operational efficiencies to deliver timely, high-quality services and work products. Contribute to a flexible, stable, team-oriented working culture that fosters staff development. Complete self-study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency, and workload assignments to meet deliverables. Ensure projects are properly billed and follow up with clients regarding billings. Qualifications
Bachelor’s degree in Accounting, Finance, Business Administration, or related discipline. CPA, EA, licensed Attorney, Professional Fiduciary, or CTFA certification. Excellent verbal and written communication skills. Excellent technical fiduciary accounting skills; experienced at reviewing complex accountings and IRS Forms 706, 1041 and K-1s. Understanding of complex investments, tax concepts, trust structures, and trust terminology. Ability to review and interpret trust agreements and estate planning documents. Comfort with researching state-specific principal and income acts and other state laws. Strong management and leadership skills; strong client interaction and business development skills. Proficient with software applications, including Microsoft Word, Excel, company systems and fiduciary trust software. Thorough understanding of fiduciary tax law and concepts required to prepare fiduciary/court accountings. Other Skills
10+ years of fiduciary/court accounting experience at a bank, law firm, or CPA firm with a proven track record of managing staff and engagements. Experience with complex assets and large trusts and estates; experience with family offices is a plus. Demonstrated excellent interpersonal, analytical, and problem-solving abilities. What We Offer You
Comprehensive compensation and benefits package with base salary in the stated range; Total Rewards also includes medical and dental coverage, pension and 401(k), and paid time off options. Hybrid work model with most client-serving roles expected to work in person 40-60% of the time on engagements or projects. Flexible vacation policy and designated paid holidays, personal/family care leaves, and other well-being accommodations. Are you ready to shape your future with confidence? Apply today. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. Equality and Accommodation
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans with disabilities. If you need assistance applying online or require an accommodation during any part of the application process, contact EY’s Talent Shared Services Team.
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EY is a leader in serving the global financial services marketplace. The Financial Services Organization (FSO) focuses on serving financial institutions and related clients. The Talent will work within the Fiduciary/Trust & Estate Tax Administration Services (FTEAS) team to provide fiduciary/accounting services for trusts and estates. Senior Manager – Fiduciary/Trust & Estate Tax Administration Services (FTEAS)
The Senior Manager is part of the leadership team, guiding strategy and success of the FTEAS business. Responsibilities include technical review of complex trust and estate fiduciary accountings; managing client relationships; business development; supervision, training and development of staff; recruiting; improving operating efficiency; and maintaining profitability. The candidate will ensure compliance with EY processes and procedures, including onboarding new clients, independence, eDocs, and technology initiatives. Key Responsibilities
Technical review of complex trust and estate accountings. Manage teams to ensure accuracy and timely delivery of work products to clients. Manage client relationships and retain client goodwill. Participate in business development, including weekly sales calls, client presentations, marketing efforts, and business development meetings. Build relationships with potential new clients and attend industry conferences and other business development events. Commit to client satisfaction by providing timely and effective responses to client needs and compliance requirements, thereby enhancing long-term relationships. Provide estimates for new accounting work and prepare all required documentation for new engagements. Work with EY channels to establish client/engagement codes. Vet matters for Independence and oversee compliance with eDocs. Build and maintain strong relationships with internal EY groups to assist with cross-selling FTEAS and other EY lines of business. Facilitate communications and support team members by sharing knowledge and decisions to meet engagement deliverables. Develop operational efficiencies to deliver timely, high-quality services and work products. Contribute to a flexible, stable, team-oriented working culture that fosters staff development. Complete self-study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency, and workload assignments to meet deliverables. Ensure projects are properly billed and follow up with clients regarding billings. Qualifications
Bachelor’s degree in Accounting, Finance, Business Administration, or related discipline. CPA, EA, licensed Attorney, Professional Fiduciary, or CTFA certification. Excellent verbal and written communication skills. Excellent technical fiduciary accounting skills; experienced at reviewing complex accountings and IRS Forms 706, 1041 and K-1s. Understanding of complex investments, tax concepts, trust structures, and trust terminology. Ability to review and interpret trust agreements and estate planning documents. Comfort with researching state-specific principal and income acts and other state laws. Strong management and leadership skills; strong client interaction and business development skills. Proficient with software applications, including Microsoft Word, Excel, company systems and fiduciary trust software. Thorough understanding of fiduciary tax law and concepts required to prepare fiduciary/court accountings. Other Skills
10+ years of fiduciary/court accounting experience at a bank, law firm, or CPA firm with a proven track record of managing staff and engagements. Experience with complex assets and large trusts and estates; experience with family offices is a plus. Demonstrated excellent interpersonal, analytical, and problem-solving abilities. What We Offer You
Comprehensive compensation and benefits package with base salary in the stated range; Total Rewards also includes medical and dental coverage, pension and 401(k), and paid time off options. Hybrid work model with most client-serving roles expected to work in person 40-60% of the time on engagements or projects. Flexible vacation policy and designated paid holidays, personal/family care leaves, and other well-being accommodations. Are you ready to shape your future with confidence? Apply today. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. Equality and Accommodation
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans with disabilities. If you need assistance applying online or require an accommodation during any part of the application process, contact EY’s Talent Shared Services Team.
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