EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Nashville, Tennessee, United States, 37247
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 with a dedicated Financial Services Organization (FSO). FTEAS provides fiduciary/court accounting services for trusts and estates serving banks, law firms, family offices, and individual and professional trustees across the United States. Location: Anywhere in Country. Base pay range: $126,600.00/yr - $289,000.00/yr. EY focuses on building a better working world with a flexible, diverse culture and global teams. 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. Ensure client satisfaction with timely and effective responses to client needs and compliance requirements. Provide estimates for new accounting work and prepare all required documentation for new engagements; establish client/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 and software knowledge and meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency, and workload to meet deliverables. Oversee billing processes 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, leadership, and client interaction skills Strong business development skills Proficient with software applications including Microsoft Word, Excel, and fiduciary trust software Thorough understanding of fiduciary tax law and concepts required to prepare fiduciary/court accountings Other skills
10+ years fiduciary/court accounting experience at a bank, law firm or CPA firm with experience managing staff and engagements Experience with complex assets and large trusts and estates Experience with family offices a plus Excellent interpersonal, analytical, and problem-solving abilities What We Offer
Comprehensive compensation and benefits package; base salary ranges noted above; total rewards include medical and dental coverage, pension and 401(k) plans, and paid time off options Hybrid model with most client-facing roles working in person 40-60% of the time Flexible vacation policy and designated holidays, with provisions for personal/family care and other leaves Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For California residents, additional information is available. EY is an equal employment opportunity employer and provides reasonable accommodations to qualified individuals with disabilities. Seniority level
Mid-Senior level Employment type
Full-time Job function
Other Industries: Professional Services Referrals increase your chances of interviewing at EY. Get notified about new Senior Services Manager jobs in Nashville.
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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 with a dedicated Financial Services Organization (FSO). FTEAS provides fiduciary/court accounting services for trusts and estates serving banks, law firms, family offices, and individual and professional trustees across the United States. Location: Anywhere in Country. Base pay range: $126,600.00/yr - $289,000.00/yr. EY focuses on building a better working world with a flexible, diverse culture and global teams. 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. Ensure client satisfaction with timely and effective responses to client needs and compliance requirements. Provide estimates for new accounting work and prepare all required documentation for new engagements; establish client/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 and software knowledge and meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency, and workload to meet deliverables. Oversee billing processes 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, leadership, and client interaction skills Strong business development skills Proficient with software applications including Microsoft Word, Excel, and fiduciary trust software Thorough understanding of fiduciary tax law and concepts required to prepare fiduciary/court accountings Other skills
10+ years fiduciary/court accounting experience at a bank, law firm or CPA firm with experience managing staff and engagements Experience with complex assets and large trusts and estates Experience with family offices a plus Excellent interpersonal, analytical, and problem-solving abilities What We Offer
Comprehensive compensation and benefits package; base salary ranges noted above; total rewards include medical and dental coverage, pension and 401(k) plans, and paid time off options Hybrid model with most client-facing roles working in person 40-60% of the time Flexible vacation policy and designated holidays, with provisions for personal/family care and other leaves Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For California residents, additional information is available. EY is an equal employment opportunity employer and provides reasonable accommodations to qualified individuals with disabilities. Seniority level
Mid-Senior level Employment type
Full-time Job function
Other Industries: Professional Services Referrals increase your chances of interviewing at EY. Get notified about new Senior Services Manager jobs in Nashville.
#J-18808-Ljbffr