EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Richmond, Virginia, United States, 23214
Location: Anywhere in Country.
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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 FTEAS leadership team and contributes to the overall strategy and success of the business. 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. Provide timely and effective responses to client needs and compliance requirements to enhance long-term client 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 strong 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 maintain and enhance knowledge of fiduciary accounting and software applications and to meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency and workload assignments to meet deliverables. Ensure projects are properly and timely 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. Ability to research state-specific principal and income acts and other relevant state laws. Strong management and leadership skills and 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. 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; family offices experience is a plus. What We Offer
Comprehensive compensation and benefits package. Base salary range in all locations: $126,600 to $289,000; New York City Metro Area, Washington State and California (excluding Sacramento): $151,900 to $328,400. Salary determined by education, experience, knowledge, skills and geography. Total Rewards include medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off. Hybrid work model: most client-serving roles are expected to work 40-60% in person during engagements. Flexible vacation policy and designated holidays, Winter/Summer breaks, Personal/Family Care, and other 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. For those living in California, please click here for additional information. EY focuses on high ethical standards and integrity and expects all candidates to demonstrate these qualities. EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions, across more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records. Reasonable accommodation is provided to qualified individuals with disabilities, including veterans. For accommodations, contact EY’s Talent Shared Services Team or email ssc.customersupport@ey.com. Seniority level
Mid-Senior level Employment type
Full-time Job function
Other Industries
Professional Services Note: This refined posting removes unrelated job cards and extraneous boilerplate while preserving the core responsibilities and qualifications.
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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 throughout the United States. The Senior Manager is part of the FTEAS leadership team and contributes to the overall strategy and success of the business. 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. Provide timely and effective responses to client needs and compliance requirements to enhance long-term client 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 strong 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 maintain and enhance knowledge of fiduciary accounting and software applications and to meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency and workload assignments to meet deliverables. Ensure projects are properly and timely 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. Ability to research state-specific principal and income acts and other relevant state laws. Strong management and leadership skills and 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. 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; family offices experience is a plus. What We Offer
Comprehensive compensation and benefits package. Base salary range in all locations: $126,600 to $289,000; New York City Metro Area, Washington State and California (excluding Sacramento): $151,900 to $328,400. Salary determined by education, experience, knowledge, skills and geography. Total Rewards include medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off. Hybrid work model: most client-serving roles are expected to work 40-60% in person during engagements. Flexible vacation policy and designated holidays, Winter/Summer breaks, Personal/Family Care, and other 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. For those living in California, please click here for additional information. EY focuses on high ethical standards and integrity and expects all candidates to demonstrate these qualities. EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions, across more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records. Reasonable accommodation is provided to qualified individuals with disabilities, including veterans. For accommodations, contact EY’s Talent Shared Services Team or email ssc.customersupport@ey.com. Seniority level
Mid-Senior level Employment type
Full-time Job function
Other Industries
Professional Services Note: This refined posting removes unrelated job cards and extraneous boilerplate while preserving the core responsibilities and qualifications.
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