EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Boston, Massachusetts, us, 02298
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. Location: Anywhere in Country. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY accepts applications for this position on an on-going basis. 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 EY channels to establish client and/or engagement codes, 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 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
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 is a plus. Demonstrated excellent interpersonal, analytical, and problem-solving ability. What We Offer You
A comprehensive compensation and benefits package with base salary ranges; Total Rewards include medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Hybrid model: most external, client-serving roles are expected to work in person 40-60% of the time over the course of an engagement, project or year. Flexible vacation policy with time off for designated EY paid holidays, winter/summer breaks, personal/family care, and other leaves of absence as needed to support well-being. Are you ready to shape your future with confidence? Apply today. EY | Building a better working world. 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 including veterans with disabilities. If you need assistance applying online or require accommodations during the application process, please contact EY’s Talent Shared Services Team.
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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. Location: Anywhere in Country. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY accepts applications for this position on an on-going basis. 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 EY channels to establish client and/or engagement codes, 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 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
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 is a plus. Demonstrated excellent interpersonal, analytical, and problem-solving ability. What We Offer You
A comprehensive compensation and benefits package with base salary ranges; Total Rewards include medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Hybrid model: most external, client-serving roles are expected to work in person 40-60% of the time over the course of an engagement, project or year. Flexible vacation policy with time off for designated EY paid holidays, winter/summer breaks, personal/family care, and other leaves of absence as needed to support well-being. Are you ready to shape your future with confidence? Apply today. EY | Building a better working world. 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 including veterans with disabilities. If you need assistance applying online or require accommodations during the application process, please contact EY’s Talent Shared Services Team.
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