EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Jericho, New York, United States, 11753
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. 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. Manage teams to ensure accuracy and timely delivery of work products to clients. Manage client relationships and retain client goodwill. 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. Provide timely and effective responses to client needs and compliance requirements to enhance long-term relationships. Provide estimates for new accounting work and prepare required documentation for new engagements. Work with EY channels to establish client and 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 guidance to team members 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 fiduciary accounting knowledge and to meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency and workload to meet deliverables. Ensure projects are properly billed and 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. 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 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 track record of managing staff and engagements. Experience with complex assets and large trusts and estates; family offices experience is a plus.
What We Offer You
Competitive compensation and benefits package. Salary ranges vary by geography and experience; total rewards include medical and dental coverage, pension and 401(k) plans, and paid time off options. Hybrid work model with most client-facing roles expected to work in person 40-60% of the time across engagements. Flexible vacation policy and time off for EY holidays and other leaves to support well-being.
EEO and Accessibility
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. EY is committed to providing reasonable accommodation to qualified individuals with disabilities. If you need assistance applying online or requesting accommodation during any part of the application process, please contact EY’s Talent Shared Services.
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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. 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. Manage teams to ensure accuracy and timely delivery of work products to clients. Manage client relationships and retain client goodwill. 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. Provide timely and effective responses to client needs and compliance requirements to enhance long-term relationships. Provide estimates for new accounting work and prepare required documentation for new engagements. Work with EY channels to establish client and 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 guidance to team members 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 fiduciary accounting knowledge and to meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency and workload to meet deliverables. Ensure projects are properly billed and 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. 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 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 track record of managing staff and engagements. Experience with complex assets and large trusts and estates; family offices experience is a plus.
What We Offer You
Competitive compensation and benefits package. Salary ranges vary by geography and experience; total rewards include medical and dental coverage, pension and 401(k) plans, and paid time off options. Hybrid work model with most client-facing roles expected to work in person 40-60% of the time across engagements. Flexible vacation policy and time off for EY holidays and other leaves to support well-being.
EEO and Accessibility
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. EY is committed to providing reasonable accommodation to qualified individuals with disabilities. If you need assistance applying online or requesting accommodation during any part of the application process, please contact EY’s Talent Shared Services.
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