EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Arlington, Virginia, United States, 22201
Overview
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. 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 support financial institutions across Banking and Capital Markets, Wealth and Asset Management, Insurance, and related sectors. If you have a passion for rallying together to solve complex challenges, join our dynamic FSO team. FTEAS provides fiduciary/court accounting services for trusts and estates serving banks, law firms, family offices, and trustees throughout 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 fiduciary 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. Commit to client satisfaction by providing timely and effective responses to client needs and compliance requirements, enhancing long-term relationships. Provide estimates for new accounting work and prepare required documentation for new engagements. Coordinate 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 guidance to team members 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. Comfort and ability to research state-specific principal and income acts and other relevant state laws. Strong management and leadership skills. Strong client interaction skills 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 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. Experience working with family offices is a plus. Demonstrated excellent interpersonal, analytical, and problem-solving abilities. What We Offer You
Comprehensive compensation and benefits package; base salary ranges vary by location and experience, with a Total Rewards package including medical and dental coverage, pension and 401(k) plans, and paid time off options. Hybrid model with flexibility to work in person 40-60% of the time on engagements, projects or year. Flexible vacation policy and designated EY holidays, with leave options for personal, family care, and other needs to support well-being. Are you ready to shape your future with confidence? Apply today. EY focuses on high ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY is an equal employment opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected status. Reasonable accommodation is provided to qualified individuals with disabilities, including veterans with disabilities. EY | Building a better working world. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for today’s and tomorrow’s issues. EY teams work across assurance, consulting, tax, and strategy and transactions, in more than 150 countries.
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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. 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 support financial institutions across Banking and Capital Markets, Wealth and Asset Management, Insurance, and related sectors. If you have a passion for rallying together to solve complex challenges, join our dynamic FSO team. FTEAS provides fiduciary/court accounting services for trusts and estates serving banks, law firms, family offices, and trustees throughout 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 fiduciary 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. Commit to client satisfaction by providing timely and effective responses to client needs and compliance requirements, enhancing long-term relationships. Provide estimates for new accounting work and prepare required documentation for new engagements. Coordinate 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 guidance to team members 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. Comfort and ability to research state-specific principal and income acts and other relevant state laws. Strong management and leadership skills. Strong client interaction skills 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 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. Experience working with family offices is a plus. Demonstrated excellent interpersonal, analytical, and problem-solving abilities. What We Offer You
Comprehensive compensation and benefits package; base salary ranges vary by location and experience, with a Total Rewards package including medical and dental coverage, pension and 401(k) plans, and paid time off options. Hybrid model with flexibility to work in person 40-60% of the time on engagements, projects or year. Flexible vacation policy and designated EY holidays, with leave options for personal, family care, and other needs to support well-being. Are you ready to shape your future with confidence? Apply today. EY focuses on high ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY is an equal employment opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected status. Reasonable accommodation is provided to qualified individuals with disabilities, including veterans with disabilities. EY | Building a better working world. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for today’s and tomorrow’s issues. EY teams work across assurance, consulting, tax, and strategy and transactions, in more than 150 countries.
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