EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, San Mateo, California, United States, 94409
Location: Anywhere in Country.
Overview
At EY, we’re all in to shape your future with confidence. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. FTEAS provides fiduciary/court accounting services for trusts and estates serving banks, law firms, family offices, and individual and professional trustees throughout the United States. The Senior Manager is part of the leadership team and plays an integral role in the overall strategy and success of the FTEAS business. 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. Actively participate in business development including weekly sales calls, client presentations, marketing efforts and business development meetings. Build relationships with potential new clients. 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 working relationships. Provide estimates for new accounting work and prepare all required documentation for new engagements. Work with EY channels to establish client and/or engagement codes for all business. Vet matters for Independence and oversee/ensure 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 provide assistance to team members by sharing knowledge, offering advice, and making decisions to meet engagement deliverables. Develop operational efficiencies to deliver timely high-quality services and work products. Contribute to a flexible, stable and 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. Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections. Qualifications
Bachelor’s degree in Accounting, Finance, Business Administration or related discipline. CPA, EA, licensed Attorney, Professional Fiduciary or CTFA (Certified Trust and Fiduciary Advisor) certification. Excellent verbal and written communication skills. Excellent technical fiduciary accounting skills. Experience reviewing complex accountings and IRS Forms 706, 1041 and K-1s. Understanding of complex investments and tax concepts. Understanding of trust structures and trust terminology. Ability to review and interpret trust agreements and estate planning documents. Ability to research state-specific principal and income acts and other relevant state laws. Strong management and leadership skills and strong client interaction skills. Strong business development skills. Proficient with software applications, including Microsoft Word, Excel, company-specific systems and fiduciary trust software. Thorough understanding of fiduciary tax law and concepts required to prepare fiduciary/court accountings. 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 working with complex assets and large trusts and estates; experience with family offices is a plus. What We Offer You
Comprehensive compensation and benefits package with rewards based on performance. Salary range: base $126,600 to $289,000 ( NYC Metro/Washington State/California adjustments apply). Total Rewards include medical and dental coverage, pension and 401(k), and paid time off options. Hybrid model: most client-serving roles are expected to work in person 40-60% of the time over an engagement, project or year. Flexible vacation policy and time off for EY holidays, breaks, personal/family care, and other leaves to support well-being. 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. EY is an equal employment opportunity employer and provides reasonable accommodation to qualified individuals with disabilities. For more information about accommodations or applying, please contact EY Talent Shared Services.
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At EY, we’re all in to shape your future with confidence. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. FTEAS provides fiduciary/court accounting services for trusts and estates serving banks, law firms, family offices, and individual and professional trustees throughout the United States. The Senior Manager is part of the leadership team and plays an integral role in the overall strategy and success of the FTEAS business. 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. Actively participate in business development including weekly sales calls, client presentations, marketing efforts and business development meetings. Build relationships with potential new clients. 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 working relationships. Provide estimates for new accounting work and prepare all required documentation for new engagements. Work with EY channels to establish client and/or engagement codes for all business. Vet matters for Independence and oversee/ensure 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 provide assistance to team members by sharing knowledge, offering advice, and making decisions to meet engagement deliverables. Develop operational efficiencies to deliver timely high-quality services and work products. Contribute to a flexible, stable and 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. Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections. Qualifications
Bachelor’s degree in Accounting, Finance, Business Administration or related discipline. CPA, EA, licensed Attorney, Professional Fiduciary or CTFA (Certified Trust and Fiduciary Advisor) certification. Excellent verbal and written communication skills. Excellent technical fiduciary accounting skills. Experience reviewing complex accountings and IRS Forms 706, 1041 and K-1s. Understanding of complex investments and tax concepts. Understanding of trust structures and trust terminology. Ability to review and interpret trust agreements and estate planning documents. Ability to research state-specific principal and income acts and other relevant state laws. Strong management and leadership skills and strong client interaction skills. Strong business development skills. Proficient with software applications, including Microsoft Word, Excel, company-specific systems and fiduciary trust software. Thorough understanding of fiduciary tax law and concepts required to prepare fiduciary/court accountings. 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 working with complex assets and large trusts and estates; experience with family offices is a plus. What We Offer You
Comprehensive compensation and benefits package with rewards based on performance. Salary range: base $126,600 to $289,000 ( NYC Metro/Washington State/California adjustments apply). Total Rewards include medical and dental coverage, pension and 401(k), and paid time off options. Hybrid model: most client-serving roles are expected to work in person 40-60% of the time over an engagement, project or year. Flexible vacation policy and time off for EY holidays, breaks, personal/family care, and other leaves to support well-being. 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. EY is an equal employment opportunity employer and provides reasonable accommodation to qualified individuals with disabilities. For more information about accommodations or applying, please contact EY Talent Shared Services.
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