EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, San Diego, California, United States, 92189
At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.
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).
Job Description
Tax Senior Manager – Financial Services Office – Fiduciary/Trust & Estate Tax Administration Services (“FTEAS”) 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. Responsibilities
Technical review of complex trust & estate fiduciary accountings Managing client relationships Business development Supervision, training, and development of staff Recruiting Maximizing operating efficiency Maintaining profitability Your Key Responsibilities
Technical review of complex trust and estate accountings Managing teams to ensure accuracy and timely delivery of work products to clients Managing client relationships and retaining client good will Actively participate in business development Build relationships with potential new clients Commit to client satisfaction Provide estimates for new accounting work and prepare required documentation Build and maintain strong relationships with internal EY groups Facilitate communications and provide assistance to team members Develop operational efficiencies Contribute to a flexible, stable and team-oriented working culture Complete self-study courses to maintain and enhance knowledge Review and monitor engagement profitability, staff efficiency and workload assignments Skills & Attributes for Success
Decisions made by the Senior Manager include review of accountings and interpretation of trust documents Providing pricing estimates, follow-up on outstanding proposals and monitoring engagement and staff for efficiencies Responsible for compliance with EY practices and procedures Utilizing technical knowledge and extensive industry experience To Qualify for this Role
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 and tax concepts Understanding of trust structures and trust terminology Ability to review and interpret trust agreements and estate planning documents Comfort and ability to research state specific principal and income acts and other relevant state laws Other Skills Required
10+ years of fiduciary/court accounting experience Experience working with complex assets and large trusts and estates Experience working with family offices a plus Demonstrated excellent interpersonal, analytical, and problem-solving ability What We Offer You
A comprehensive compensation and benefits package Opportunities for professional development and growth A flexible and inclusive work environment EY is an equal opportunities employer and welcomes applications from all qualified candidates.
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Tax Senior Manager – Financial Services Office – Fiduciary/Trust & Estate Tax Administration Services (“FTEAS”) 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. Responsibilities
Technical review of complex trust & estate fiduciary accountings Managing client relationships Business development Supervision, training, and development of staff Recruiting Maximizing operating efficiency Maintaining profitability Your Key Responsibilities
Technical review of complex trust and estate accountings Managing teams to ensure accuracy and timely delivery of work products to clients Managing client relationships and retaining client good will Actively participate in business development Build relationships with potential new clients Commit to client satisfaction Provide estimates for new accounting work and prepare required documentation Build and maintain strong relationships with internal EY groups Facilitate communications and provide assistance to team members Develop operational efficiencies Contribute to a flexible, stable and team-oriented working culture Complete self-study courses to maintain and enhance knowledge Review and monitor engagement profitability, staff efficiency and workload assignments Skills & Attributes for Success
Decisions made by the Senior Manager include review of accountings and interpretation of trust documents Providing pricing estimates, follow-up on outstanding proposals and monitoring engagement and staff for efficiencies Responsible for compliance with EY practices and procedures Utilizing technical knowledge and extensive industry experience To Qualify for this Role
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 and tax concepts Understanding of trust structures and trust terminology Ability to review and interpret trust agreements and estate planning documents Comfort and ability to research state specific principal and income acts and other relevant state laws Other Skills Required
10+ years of fiduciary/court accounting experience Experience working with complex assets and large trusts and estates Experience working with family offices a plus Demonstrated excellent interpersonal, analytical, and problem-solving ability What We Offer You
A comprehensive compensation and benefits package Opportunities for professional development and growth A flexible and inclusive work environment EY is an equal opportunities employer and welcomes applications from all qualified candidates.
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