EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, New Orleans, Louisiana, United States, 70123
Overview
Tax Senior Manager – Financial Services Office – Fiduciary/Trust & Estate Tax Administration Services ("FTEAS"). EY is a leader in serving the global financial services marketplace with a dedicated Financial Services Organization (FSO). 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. EY seeks a candidate with strong technical fiduciary accounting, leadership, and business development skills to join our team and help build a better working world. 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 and vet matters for Independence; oversee compliance with eDocs. Build and maintain 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 to meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency and workload assignments to meet deliverables. Ensure 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 certification. Excellent verbal and written communication skills and 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; comfort researching state-specific principal and income acts and other relevant 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. 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; family office experience is a plus. What We Offer You
Comprehensive compensation and benefits package with a base salary range reflecting geography; total rewards include medical and dental coverage, pension and 401(k) plans, and paid time off options. Hybrid work model with expectation of in-person collaboration 40-60% of the time on engagements. Flexible vacation policy and designated paid holidays, with additional leaves to support well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For those living in California, please click here for additional information. EY is committed to equal employment opportunities and to providing reasonable accommodation to qualified individuals with disabilities. If assistance is needed during the application process, contact EY’s Talent Shared Services Team. EY | Building a better working world. EY teams work across assurance, consulting, tax, strategy and transactions and operate in more than 150 countries. EY is an equal opportunity employer and prohibits discrimination on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other legally protected status.
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Tax Senior Manager – Financial Services Office – Fiduciary/Trust & Estate Tax Administration Services ("FTEAS"). EY is a leader in serving the global financial services marketplace with a dedicated Financial Services Organization (FSO). 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. EY seeks a candidate with strong technical fiduciary accounting, leadership, and business development skills to join our team and help build a better working world. 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 and vet matters for Independence; oversee compliance with eDocs. Build and maintain 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 to meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency and workload assignments to meet deliverables. Ensure 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 certification. Excellent verbal and written communication skills and 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; comfort researching state-specific principal and income acts and other relevant 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. 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; family office experience is a plus. What We Offer You
Comprehensive compensation and benefits package with a base salary range reflecting geography; total rewards include medical and dental coverage, pension and 401(k) plans, and paid time off options. Hybrid work model with expectation of in-person collaboration 40-60% of the time on engagements. Flexible vacation policy and designated paid holidays, with additional leaves to support well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For those living in California, please click here for additional information. EY is committed to equal employment opportunities and to providing reasonable accommodation to qualified individuals with disabilities. If assistance is needed during the application process, contact EY’s Talent Shared Services Team. EY | Building a better working world. EY teams work across assurance, consulting, tax, strategy and transactions and operate in more than 150 countries. EY is an equal opportunity employer and prohibits discrimination on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other legally protected status.
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