EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Milwaukee, Wisconsin, United States, 53244
Overview
Join to apply for the
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
role at
EY . Location: Anywhere in Country. 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 with a dedicated Financial Services Organization (FSO). Our focus is to help build a financial services industry that is trusted and thriving. If you have a passion for solving complex challenges, join our dynamic FSO team. 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. 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. Lead 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 by providing timely and effective responses to client needs and compliance requirements, thereby enhancing long-term relationships. Provide estimates for new accounting work and prepare 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 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 meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency and workload assignments to meet deliverables. Ensure projects are properly 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. 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; comfortable researching state-specific 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 related accounting.
Other Skills
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 interpersonal, analytical, and problem-solving abilities.
What We Offer
Compensation and benefits package with base salary ranges; includes Total Rewards with medical/dental coverage, pension and 401(k), and paid time off options. Salary ranges vary by location. Hybrid work model; expectation to work in-person 40-60% of the time for client-facing roles. Flexible vacation policy and paid holidays, 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 those living in California, additional information is available. EY is committed to equal employment opportunities and reasonable accommodations for qualified individuals with disabilities.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Other
Industries
Professional Services
#J-18808-Ljbffr
Join to apply for the
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
role at
EY . Location: Anywhere in Country. 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 with a dedicated Financial Services Organization (FSO). Our focus is to help build a financial services industry that is trusted and thriving. If you have a passion for solving complex challenges, join our dynamic FSO team. 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. 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. Lead 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 by providing timely and effective responses to client needs and compliance requirements, thereby enhancing long-term relationships. Provide estimates for new accounting work and prepare 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 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 meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency and workload assignments to meet deliverables. Ensure projects are properly 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. 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; comfortable researching state-specific 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 related accounting.
Other Skills
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 interpersonal, analytical, and problem-solving abilities.
What We Offer
Compensation and benefits package with base salary ranges; includes Total Rewards with medical/dental coverage, pension and 401(k), and paid time off options. Salary ranges vary by location. Hybrid work model; expectation to work in-person 40-60% of the time for client-facing roles. Flexible vacation policy and paid holidays, 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 those living in California, additional information is available. EY is committed to equal employment opportunities and reasonable accommodations for qualified individuals with disabilities.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Other
Industries
Professional Services
#J-18808-Ljbffr