EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Huntsville, Alabama, United States, 35824
Overview
Tax Services Senior Manager – FSO – Fiduciary/Trust & Estate Accounting Services (FTEAS). Location: Anywhere in Country. EY is a leader in serving the global financial services marketplace. 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, driving the strategy and success of the FTEAS business, and ensuring compliance with EY processes and procedures. 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. Ensure client satisfaction with timely and effective responses, supporting long-term relationships. Provide estimates for new accounting work and prepare required documentation for new engagements; 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 culture that fosters staff development. Complete self-study courses to maintain knowledge of fiduciary accounting and software applications 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 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 researching state-specific principal and income acts and other state laws. Strong management and leadership skills; strong client interaction and business development skills. Proficiency with Word, Excel, company systems, and fiduciary trust software; thorough understanding of fiduciary tax law. Other Skills Required
10+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm with a track record of managing staff and engagements. Experience with complex assets and large trusts and estates; family office experience a plus. Demonstrated interpersonal, analytical, and problem-solving abilities. What We Offer You
Comprehensive compensation and benefits; base salary ranges vary by location (e.g., $126,600 to $289,000; NYC Metro/Washington State/CA higher ranges). Total Rewards include medical/dental, pension and 401(k), and paid time off. Hybrid work model: in-person collaboration 40-60% of the time for client-facing roles. Flexible vacation policy with designated EY holidays and other leave options 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. EY is an equal employment opportunity employer and supports accommodations for qualified individuals with disabilities. If you need assistance applying online or require an accommodation, please contact EY’s Talent Shared Services. Notes
Seniority level: Mid-Senior level Employment type: Full-time Job function: Other Industries: Professional Services
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Tax Services Senior Manager – FSO – Fiduciary/Trust & Estate Accounting Services (FTEAS). Location: Anywhere in Country. EY is a leader in serving the global financial services marketplace. 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, driving the strategy and success of the FTEAS business, and ensuring compliance with EY processes and procedures. 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. Ensure client satisfaction with timely and effective responses, supporting long-term relationships. Provide estimates for new accounting work and prepare required documentation for new engagements; 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 culture that fosters staff development. Complete self-study courses to maintain knowledge of fiduciary accounting and software applications 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 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 researching state-specific principal and income acts and other state laws. Strong management and leadership skills; strong client interaction and business development skills. Proficiency with Word, Excel, company systems, and fiduciary trust software; thorough understanding of fiduciary tax law. Other Skills Required
10+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm with a track record of managing staff and engagements. Experience with complex assets and large trusts and estates; family office experience a plus. Demonstrated interpersonal, analytical, and problem-solving abilities. What We Offer You
Comprehensive compensation and benefits; base salary ranges vary by location (e.g., $126,600 to $289,000; NYC Metro/Washington State/CA higher ranges). Total Rewards include medical/dental, pension and 401(k), and paid time off. Hybrid work model: in-person collaboration 40-60% of the time for client-facing roles. Flexible vacation policy with designated EY holidays and other leave options 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. EY is an equal employment opportunity employer and supports accommodations for qualified individuals with disabilities. If you need assistance applying online or require an accommodation, please contact EY’s Talent Shared Services. Notes
Seniority level: Mid-Senior level Employment type: Full-time Job function: Other Industries: Professional Services
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