EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Columbus, Ohio, United States, 43224
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services (FTEAS)
— EY Location: Anywhere in Country. EY is a leader in serving the global financial services marketplace. The Financial Services Organization (FSO) focuses on the financial services industry, partnering with clients across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. The Senior Manager is part of the FTEAS leadership team and plays an integral role in the strategy and success of the practice. The role involves technical review of complex trust and estate fiduciary accountings; managing client relationships; business development; staff supervision and development; recruiting; and ensuring profitability and compliance with EY processes and procedures. Key Responsibilities Technical review of complex trust and estate accountings. Lead and 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 sales calls, client presentations, marketing efforts, and BD meetings. Build relationships with potential new clients; attend industry conferences and other BD events. Ensure client satisfaction with timely and effective responses to needs and compliance requirements. Provide estimates for new accounting work and prepare documentation for new engagements; coordinate with EY channels to establish client/engagement codes; vet matters for independence and oversee eDocs compliance. Collaborate with internal EY groups to cross-sell FTEAS and other EY lines of business. Facilitate knowledge sharing and guidance to team members; support engagement deliverables. Develop operational efficiencies to deliver timely, high-quality services. Support a flexible, stable, team-oriented culture that fosters staff development. Complete self-study courses to maintain fiduciary accounting and software knowledge; meet Firm continuing education requirements. Review engagement profitability, staff efficiency, and workload to meet deliverables; monitor billing and collections. Your qualifications and attributes 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; strong 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 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 and leadership skills; strong client interaction and business development skills. Proficient with Microsoft Word, Excel, and fiduciary trust software; thorough understanding of fiduciary tax law and concepts. 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/estates; family offices experience a plus. Demonstrated interpersonal, analytical, and problem-solving abilities. What EY Offers Competitive compensation and benefits package; total rewards include medical/dental coverage, retirement plans, and paid time off. Hybrid work model; expectation of in-person collaboration 40-60% of the time for client-serving roles. Flexible vacation policy and approved time off for holidays, breaks, personal/family care, and leaves of absence to support well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. Equal opportunity
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, 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 reasonable accommodation for qualified individuals with disabilities. If you need assistance applying online or require an accommodation during any part of the application process, please contact EY Talent Shared Services.
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— EY Location: Anywhere in Country. EY is a leader in serving the global financial services marketplace. The Financial Services Organization (FSO) focuses on the financial services industry, partnering with clients across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. The Senior Manager is part of the FTEAS leadership team and plays an integral role in the strategy and success of the practice. The role involves technical review of complex trust and estate fiduciary accountings; managing client relationships; business development; staff supervision and development; recruiting; and ensuring profitability and compliance with EY processes and procedures. Key Responsibilities Technical review of complex trust and estate accountings. Lead and 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 sales calls, client presentations, marketing efforts, and BD meetings. Build relationships with potential new clients; attend industry conferences and other BD events. Ensure client satisfaction with timely and effective responses to needs and compliance requirements. Provide estimates for new accounting work and prepare documentation for new engagements; coordinate with EY channels to establish client/engagement codes; vet matters for independence and oversee eDocs compliance. Collaborate with internal EY groups to cross-sell FTEAS and other EY lines of business. Facilitate knowledge sharing and guidance to team members; support engagement deliverables. Develop operational efficiencies to deliver timely, high-quality services. Support a flexible, stable, team-oriented culture that fosters staff development. Complete self-study courses to maintain fiduciary accounting and software knowledge; meet Firm continuing education requirements. Review engagement profitability, staff efficiency, and workload to meet deliverables; monitor billing and collections. Your qualifications and attributes 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; strong 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 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 and leadership skills; strong client interaction and business development skills. Proficient with Microsoft Word, Excel, and fiduciary trust software; thorough understanding of fiduciary tax law and concepts. 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/estates; family offices experience a plus. Demonstrated interpersonal, analytical, and problem-solving abilities. What EY Offers Competitive compensation and benefits package; total rewards include medical/dental coverage, retirement plans, and paid time off. Hybrid work model; expectation of in-person collaboration 40-60% of the time for client-serving roles. Flexible vacation policy and approved time off for holidays, breaks, personal/family care, and leaves of absence to support well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. Equal opportunity
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, 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 reasonable accommodation for qualified individuals with disabilities. If you need assistance applying online or require an accommodation during any part of the application process, please contact EY Talent Shared Services.
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