EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Providence, Rhode Island, us, 02912
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Job title 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. 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 include technical review of complex trust & estate fiduciary accountings; managing client relationships; business development; supervision, training, and development of staff; recruiting; maximizing operating efficiency; and maintaining profitability. Incumbent will ensure compliance with all EY processes and procedures including onboarding new clients and setting up new matters, complying with independence, eDocs, and technology initiatives.
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 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 the various 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; trust structures and 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.
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 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 successfully managing staff and engagements.
Experience with complex assets and large trusts and estates; family offices a plus.
What We Offer You
Comprehensive compensation and benefits package; salary ranges vary by location and experience. Total Rewards include medical and dental coverage, pension and 401(k) plans, and paid time off options.
Hybrid work model: most client-facing roles expected to work in person 40-60% of the time over a project or engagement.
Flexible vacation policy and paid holidays; time off for personal/family care and other leaves as needed.
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 click here for additional information. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3 or email ssc.customersupport@ey.com.
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Job title 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. 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 include technical review of complex trust & estate fiduciary accountings; managing client relationships; business development; supervision, training, and development of staff; recruiting; maximizing operating efficiency; and maintaining profitability. Incumbent will ensure compliance with all EY processes and procedures including onboarding new clients and setting up new matters, complying with independence, eDocs, and technology initiatives.
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 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 the various 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; trust structures and 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.
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 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 successfully managing staff and engagements.
Experience with complex assets and large trusts and estates; family offices a plus.
What We Offer You
Comprehensive compensation and benefits package; salary ranges vary by location and experience. Total Rewards include medical and dental coverage, pension and 401(k) plans, and paid time off options.
Hybrid work model: most client-facing roles expected to work in person 40-60% of the time over a project or engagement.
Flexible vacation policy and paid holidays; time off for personal/family care and other leaves as needed.
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 click here for additional information. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3 or email ssc.customersupport@ey.com.
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