EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Palo Alto, California, United States, 94306
Overview
Tax Services Senior Manager – Financial Services Office – Fiduciary/Trust & Estate Accounting Services (FTEAS) at EY. Location: Anywhere in Country. EY is a leader in serving the global financial services marketplace. The Senior Manager is part of the FTEAS leadership team and plays an integral role in overall strategy and success. 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. 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 events. Ensure client satisfaction by providing timely and effective responses to client needs and compliance requirements, enhancing long-term relationships. Provide estimates for new accounting work and prepare required documentation for new engagements; establish client and engagement codes; vet matters for independence and 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, share knowledge, advise, and make decisions to meet engagement deliverables; develop operational efficiencies to deliver timely, high-quality services. Contribute to a flexible, stable and team-oriented culture that fosters staff development; complete self-study courses to maintain fiduciary accounting knowledge and meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency and workload to meet deliverables; ensure timely billing and oversee follow-up on 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, tax concepts, and trust structures and 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, leadership, client interaction, and business development skills; proficient with Word, Excel, 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 track record of managing staff and engagements. Experience with complex assets and large trusts and estates; experience with family offices is a plus; strong interpersonal, analytical, and problem-solving abilities. What We Offer
Comprehensive compensation and benefits package; base salary ranges vary by geographic location; Total Rewards including medical and dental coverage, pension and 401(k), and paid time off. Hybrid model: most client-facing roles are expected to work in person 40-60% of the time over the course of an engagement, project, or year. Flexible vacation policy and designated EY holidays; paid time off for personal/family care and other leaves as needed to support well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. EY focuses on high ethical standards and integrity and is committed to equal employment opportunities for all applicants and employees.
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Tax Services Senior Manager – Financial Services Office – Fiduciary/Trust & Estate Accounting Services (FTEAS) at EY. Location: Anywhere in Country. EY is a leader in serving the global financial services marketplace. The Senior Manager is part of the FTEAS leadership team and plays an integral role in overall strategy and success. 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. 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 events. Ensure client satisfaction by providing timely and effective responses to client needs and compliance requirements, enhancing long-term relationships. Provide estimates for new accounting work and prepare required documentation for new engagements; establish client and engagement codes; vet matters for independence and 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, share knowledge, advise, and make decisions to meet engagement deliverables; develop operational efficiencies to deliver timely, high-quality services. Contribute to a flexible, stable and team-oriented culture that fosters staff development; complete self-study courses to maintain fiduciary accounting knowledge and meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency and workload to meet deliverables; ensure timely billing and oversee follow-up on 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, tax concepts, and trust structures and 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, leadership, client interaction, and business development skills; proficient with Word, Excel, 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 track record of managing staff and engagements. Experience with complex assets and large trusts and estates; experience with family offices is a plus; strong interpersonal, analytical, and problem-solving abilities. What We Offer
Comprehensive compensation and benefits package; base salary ranges vary by geographic location; Total Rewards including medical and dental coverage, pension and 401(k), and paid time off. Hybrid model: most client-facing roles are expected to work in person 40-60% of the time over the course of an engagement, project, or year. Flexible vacation policy and designated EY holidays; paid time off for personal/family care and other leaves as needed to support well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. EY focuses on high ethical standards and integrity and is committed to equal employment opportunities for all applicants and employees.
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