EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Sacramento, California, United States, 95828
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Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
role at
EY Location: Anywhere in Country. 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. Join EY and help to build a better working world. Role overview
– Tax Senior Manager – Financial Services Office – Fiduciary/Trust and Estate Tax Administration Services (FTEAS). 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 focused model and bold ambition have put us at the center of events that continue to reshape and redefine our industry, working with clients from venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. 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. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team. 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. Managing teams to ensure accuracy and timely delivery of work products to clients. Managing client relationships and retaining 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, 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 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. Skills & attributes for success
Decisions include review of accountings, interpretation of trust documents, accounting concepts and state/local filing requirements, and development of processes to meet engagement needs. Providing pricing estimates, follow-up on proposals and monitoring engagement and staff for efficiencies to ensure profitability. Compliance with EY practices and procedures, ensuring FTEAS operates within established EY guidelines. Using technical knowledge to review and provide final sign-off on accountings prior to release to clients. Strong technical fiduciary accounting skills, client relationship management, staff oversight, business development, and accurate pricing. Qualifications
– 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 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 state laws Strong management and leadership skills Strong client interaction skills Strong business development skills Proficiency with MS Word, Excel, company systems and fiduciary trust software Thorough understanding of fiduciary tax law and concepts required for fiduciary/court accountings Other skills 10+ years 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 working with family offices is a plus Excellent interpersonal, analytical, and problem-solving abilities What we offer you
Comprehensive compensation and benefits package; base salary range varies by location. Details provided by EY in the job posting. Total Rewards include medical/dental coverage, pension and 401(k) plans, and paid time off options. Hybrid working arrangement: most client-serving roles operate in person 40-60% of the time. Flexible vacation policy and designated holidays, with additional leaves for personal, family care, and well-being needs. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an ongoing basis. For those living in California, please review the additional information provided by EY. Equal Employment Opportunity
EY focuses on high-ethical standards and integrity and is an equal opportunity employer. EY provides 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, please call 1-800-EY-HELP3 and follow the prompts or email the Talent Shared Services Team at ssc.customersupport@ey.com.
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Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
role at
EY Location: Anywhere in Country. 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. Join EY and help to build a better working world. Role overview
– Tax Senior Manager – Financial Services Office – Fiduciary/Trust and Estate Tax Administration Services (FTEAS). 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 focused model and bold ambition have put us at the center of events that continue to reshape and redefine our industry, working with clients from venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. 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. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team. 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. Managing teams to ensure accuracy and timely delivery of work products to clients. Managing client relationships and retaining 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, 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 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. Skills & attributes for success
Decisions include review of accountings, interpretation of trust documents, accounting concepts and state/local filing requirements, and development of processes to meet engagement needs. Providing pricing estimates, follow-up on proposals and monitoring engagement and staff for efficiencies to ensure profitability. Compliance with EY practices and procedures, ensuring FTEAS operates within established EY guidelines. Using technical knowledge to review and provide final sign-off on accountings prior to release to clients. Strong technical fiduciary accounting skills, client relationship management, staff oversight, business development, and accurate pricing. Qualifications
– 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 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 state laws Strong management and leadership skills Strong client interaction skills Strong business development skills Proficiency with MS Word, Excel, company systems and fiduciary trust software Thorough understanding of fiduciary tax law and concepts required for fiduciary/court accountings Other skills 10+ years 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 working with family offices is a plus Excellent interpersonal, analytical, and problem-solving abilities What we offer you
Comprehensive compensation and benefits package; base salary range varies by location. Details provided by EY in the job posting. Total Rewards include medical/dental coverage, pension and 401(k) plans, and paid time off options. Hybrid working arrangement: most client-serving roles operate in person 40-60% of the time. Flexible vacation policy and designated holidays, with additional leaves for personal, family care, and well-being needs. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an ongoing basis. For those living in California, please review the additional information provided by EY. Equal Employment Opportunity
EY focuses on high-ethical standards and integrity and is an equal opportunity employer. EY provides 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, please call 1-800-EY-HELP3 and follow the prompts or email the Talent Shared Services Team at ssc.customersupport@ey.com.
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