EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Phoenix, Arizona, United States, 85003
Overview
Location: Anywhere in Country. Base pay range: $126,600.00/yr - $289,000.00/yr 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. Our FSO unit focuses on fiduciary/court accounting services for trusts and estates serving banks, law firms, family offices, and individual and professional trustees across the United States. The Senior Manager is part of the FTEAS leadership team, contributing to strategy and success of the business. Responsibilities include technical review of complex trust & estate fiduciary accountings, managing client relationships, business development, supervision and development of staff, recruiting, maximizing operating efficiency, and maintaining profitability. Incumbent will ensure compliance with EY processes and procedures including onboarding new clients, setting up new matters, independence, eDocs, and technology initiatives. Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
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. 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. Provide timely and effective responses to client needs and compliance requirements, enhancing long-term relationships. Provide estimates for new accounting work and prepare documentation for new engagements. Work with EY channels to establish client/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 and provide assistance to team members by sharing knowledge 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 enhance knowledge of fiduciary accounting and software applications and to meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency and workload to meet deliverables. Ensure projects are properly and timely billed and follow up with clients regarding billings.
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 state laws Strong management and leadership skills Strong client interaction skills Strong 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 Other Skills Required 10+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm with a proven track record of managing staff and engagements Experience with complex assets and large trusts and estates Experience with family offices is a plus Demonstrated excellent interpersonal, analytical, and problem-solving abilities
What We Offer You
Comprehensive compensation and benefits package, including base salary within the stated range and a Total Rewards package (medical and dental coverage, pension and 401(k), paid time off). Hybrid work model with expectation of in-person collaboration 40-60% of the time in client-serving roles. Flexible vacation policy and paid holidays, with time off for personal/family care and other leaves as needed.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications on an ongoing basis. For those living in California, additional information is available. EY is committed to equal employment opportunities and to providing reasonable accommodations as needed.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Other
Industries
Professional Services
#J-18808-Ljbffr
Location: Anywhere in Country. Base pay range: $126,600.00/yr - $289,000.00/yr 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. Our FSO unit focuses on fiduciary/court accounting services for trusts and estates serving banks, law firms, family offices, and individual and professional trustees across the United States. The Senior Manager is part of the FTEAS leadership team, contributing to strategy and success of the business. Responsibilities include technical review of complex trust & estate fiduciary accountings, managing client relationships, business development, supervision and development of staff, recruiting, maximizing operating efficiency, and maintaining profitability. Incumbent will ensure compliance with EY processes and procedures including onboarding new clients, setting up new matters, independence, eDocs, and technology initiatives. Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
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. 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. Provide timely and effective responses to client needs and compliance requirements, enhancing long-term relationships. Provide estimates for new accounting work and prepare documentation for new engagements. Work with EY channels to establish client/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 and provide assistance to team members by sharing knowledge 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 enhance knowledge of fiduciary accounting and software applications and to meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency and workload to meet deliverables. Ensure projects are properly and timely billed and follow up with clients regarding billings.
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 state laws Strong management and leadership skills Strong client interaction skills Strong 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 Other Skills Required 10+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm with a proven track record of managing staff and engagements Experience with complex assets and large trusts and estates Experience with family offices is a plus Demonstrated excellent interpersonal, analytical, and problem-solving abilities
What We Offer You
Comprehensive compensation and benefits package, including base salary within the stated range and a Total Rewards package (medical and dental coverage, pension and 401(k), paid time off). Hybrid work model with expectation of in-person collaboration 40-60% of the time in client-serving roles. Flexible vacation policy and paid holidays, with time off for personal/family care and other leaves as needed.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications on an ongoing basis. For those living in California, additional information is available. EY is committed to equal employment opportunities and to providing reasonable accommodations as needed.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Other
Industries
Professional Services
#J-18808-Ljbffr