Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services

Join EY as a Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services. 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. Tax Senior Manager – Financial Services Office – Fiduciary/Trust & 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 the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. 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 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 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 Provide estimates for new accounting work and prepare all required documentation for new engagements 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 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 made by the Senior Manager include review of accountings, the interpretation of trust documents; reviewing and interpreting accounting concepts and state/local filing requirements Providing pricing estimates, follow-up on outstanding proposals and monitoring engagement and staff for efficiencies to ensure the profitability of the business Responsible for compliance with EY practices and procedures ensures that FTEAS is operating within established EY guidelines, contributing to the success of the overall EY business Utilizing technical knowledge and extensive industry experience, reviews and provides final sign-off on accountings based on established criteria prior to release to clients Successful performance in this position is dependent on possessing strong technical skills; the management of client relationships and the engagements assigned; overseeing of staff; business development; and accuracy of pricing and delivering the engagements To qualify for this role: 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 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 Strong management and leadership skills Strong client interaction skills Strong business development skills Proficient with software applications, including Microsoft Word, Excel, company specific systems and fiduciary trust software Thorough understanding of fiduciary tax law and concepts required to prepare fiduciary/court accountings Other Skills Required: 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 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: We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business Join us in our team-led and leader-enabled hybrid model Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either 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 the TSS at ssc.customersupport@ey.com. 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.

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