EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Secaucus, New Jersey, us, 07094
Overview
Join to apply for the
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
role at
EY . Location: Anywhere in Country. EY is a leader in serving the global financial services marketplace with a dedicated Financial Services Organization (FSO). We help build a better working world through diverse teams. If you have a passion for solving complex challenges, consider joining the FSO team. FTEAS provides fiduciary/court accounting services for trusts and estates serving banks, law firms, family offices, and individual and professional trustees across the United States. The Senior Manager is part of the leadership team and helps drive strategy and success of the FTEAS business. Salary information and general recruitment notices are provided where applicable. EY is an equal employment opportunity employer and provides reasonable accommodations as needed.
Responsibilities
Technical review of complex trust and estate accountings.
Lead 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; attend industry conferences and other business development events.
Ensure client satisfaction with timely and effective responses to needs and compliance requirements.
Provide estimates for new accounting work and prepare documentation for new engagements; establish client and engagement codes; vet matters for Independence and oversee eDocs compliance.
Develop relationships with internal EY groups to assist with cross-selling FTEAS and other lines of business.
Facilitate team communications, share knowledge, advise, and make decisions to meet engagement deliverables.
Develop operational efficiencies to deliver timely high-quality services and work products.
Support a flexible, stable, team-oriented working culture and staff development.
Complete self-study to maintain fiduciary accounting and software knowledge and meet Firm continuing education requirements.
Review and monitor engagement profitability, staff efficiency, and workload to meet deliverables.
Oversee billing and 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 certification.
Excellent verbal and written communication skills; strong 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 interpret trust agreements and estate planning documents.
Ability to research state-specific principal and income acts and other relevant state laws.
Strong management, leadership, client interaction, and business development skills.
Proficient with Microsoft Word, Excel, and fiduciary trust software; thorough understanding of fiduciary tax law.
10+ years of fiduciary/court accounting experience with a track record in managing staff and engagements.
What We Offer
Comprehensive compensation and benefits; base salary ranges vary by location. EY Total Rewards include medical/dental, pension and 401(k), and paid time off options.
Hybrid work model: most client-facing roles are expected to work in person 40-60% of the time on engagements.
Flexible vacation policy and designated holidays; accommodations for personal and family care and well-being as needed.
How to Apply Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For California applicants, additional information is available.
Equity and Inclusion EY supports equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, pregnancy, disability, veteran status, or other protected status, and provides reasonable accommodations to qualified individuals.
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Join to apply for the
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
role at
EY . Location: Anywhere in Country. EY is a leader in serving the global financial services marketplace with a dedicated Financial Services Organization (FSO). We help build a better working world through diverse teams. If you have a passion for solving complex challenges, consider joining the FSO team. FTEAS provides fiduciary/court accounting services for trusts and estates serving banks, law firms, family offices, and individual and professional trustees across the United States. The Senior Manager is part of the leadership team and helps drive strategy and success of the FTEAS business. Salary information and general recruitment notices are provided where applicable. EY is an equal employment opportunity employer and provides reasonable accommodations as needed.
Responsibilities
Technical review of complex trust and estate accountings.
Lead 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; attend industry conferences and other business development events.
Ensure client satisfaction with timely and effective responses to needs and compliance requirements.
Provide estimates for new accounting work and prepare documentation for new engagements; establish client and engagement codes; vet matters for Independence and oversee eDocs compliance.
Develop relationships with internal EY groups to assist with cross-selling FTEAS and other lines of business.
Facilitate team communications, share knowledge, advise, and make decisions to meet engagement deliverables.
Develop operational efficiencies to deliver timely high-quality services and work products.
Support a flexible, stable, team-oriented working culture and staff development.
Complete self-study to maintain fiduciary accounting and software knowledge and meet Firm continuing education requirements.
Review and monitor engagement profitability, staff efficiency, and workload to meet deliverables.
Oversee billing and 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 certification.
Excellent verbal and written communication skills; strong 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 interpret trust agreements and estate planning documents.
Ability to research state-specific principal and income acts and other relevant state laws.
Strong management, leadership, client interaction, and business development skills.
Proficient with Microsoft Word, Excel, and fiduciary trust software; thorough understanding of fiduciary tax law.
10+ years of fiduciary/court accounting experience with a track record in managing staff and engagements.
What We Offer
Comprehensive compensation and benefits; base salary ranges vary by location. EY Total Rewards include medical/dental, pension and 401(k), and paid time off options.
Hybrid work model: most client-facing roles are expected to work in person 40-60% of the time on engagements.
Flexible vacation policy and designated holidays; accommodations for personal and family care and well-being as needed.
How to Apply Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For California applicants, additional information is available.
Equity and Inclusion EY supports equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, pregnancy, disability, veteran status, or other protected status, and provides reasonable accommodations to qualified individuals.
#J-18808-Ljbffr