EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Southfield, Michigan, United States, 48076
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Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
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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. 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 throughout the United States. The Senior Manager is part of the leadership team and helps drive strategy and success of the FTEAS business. Key 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. Contribute to client satisfaction with timely and effective responses to needs and compliance requirements. Provide estimates for new accounting work and prepare required 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 strong relationships with internal EY groups to assist with cross-selling FTEAS and other EY lines of business. Facilitate communications and support 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, team-oriented working culture that fosters staff development. Complete self-study courses to maintain fiduciary accounting knowledge and software proficiency and to meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency, and workload to meet deliverables. Ensure projects are properly billed and coordinate 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, tax concepts, 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; ability to develop business opportunities. Proficient with software applications, including Microsoft Word, Excel, fiduciary trust software, and company-specific systems. Thorough understanding of fiduciary tax law and concepts 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 working with complex assets and large trusts and estates; family offices a plus. Strong interpersonal, analytical, and problem-solving abilities. What We Offer You
Comprehensive compensation and benefits; salary ranges vary by location. Total Rewards include medical/dental, retirement plans, and paid time off. Hybrid model: most external client-serving roles are expected to work in person 40-60% of the time over the course of an engagement or year. Flexible vacation policy and paid holidays, personal/family care, and other leaves to support well-being. 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 here. EY is committed to equal employment opportunities and to reasonable accommodations for qualified individuals with disabilities. See EY’s accessibility policy for details.
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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. 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 throughout the United States. The Senior Manager is part of the leadership team and helps drive strategy and success of the FTEAS business. Key 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. Contribute to client satisfaction with timely and effective responses to needs and compliance requirements. Provide estimates for new accounting work and prepare required 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 strong relationships with internal EY groups to assist with cross-selling FTEAS and other EY lines of business. Facilitate communications and support 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, team-oriented working culture that fosters staff development. Complete self-study courses to maintain fiduciary accounting knowledge and software proficiency and to meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency, and workload to meet deliverables. Ensure projects are properly billed and coordinate 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, tax concepts, 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; ability to develop business opportunities. Proficient with software applications, including Microsoft Word, Excel, fiduciary trust software, and company-specific systems. Thorough understanding of fiduciary tax law and concepts 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 working with complex assets and large trusts and estates; family offices a plus. Strong interpersonal, analytical, and problem-solving abilities. What We Offer You
Comprehensive compensation and benefits; salary ranges vary by location. Total Rewards include medical/dental, retirement plans, and paid time off. Hybrid model: most external client-serving roles are expected to work in person 40-60% of the time over the course of an engagement or year. Flexible vacation policy and paid holidays, personal/family care, and other leaves to support well-being. 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 here. EY is committed to equal employment opportunities and to reasonable accommodations for qualified individuals with disabilities. See EY’s accessibility policy for details.
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