EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Oklahoma City, Oklahoma, United States, 73116
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. Tax Senior Manager – Financial Services Office – Fiduciary/Trust & Estate Tax Administration Services (FTEAS)
is a leadership role within EY’s fiduciary accounting services for trusts and estates serving banks, law firms, family offices, and individual and professional trustees across 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 include technical review of complex trust & estate fiduciary accountings; managing client relationships; business development; supervision, training and development of staff; recruiting; maximizing operating efficiency; and maintaining profitability. The incumbent will ensure compliance with EY processes and procedures including onboarding new clients, setting up new matters, compliance with independence, eDocs, and technology initiatives. 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. Actively 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, thereby enhancing long-term working relationships. Provide estimates for new accounting work and prepare all required documentation for new engagements. Work with EY channels to establish client and/or engagement codes. Vet matters for Independence and oversee/ensure 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, offering advice, 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. Work to ensure all 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 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. Other Skills Required 10+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm with a proven track record of successfully managing staff and engagements. Experience working 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
We offer a comprehensive compensation and benefits package with base salary ranges: $126,600 to $289,000 nationwide; $151,900 to $328,400 for NYC Metro Area, Washington State and California (excluding Sacramento). Salaries are determined by education, experience, knowledge, skills and geography. Total Rewards include medical and dental coverage, pension and 401(k) plans, and paid time off options. Hybrid model: most client-serving roles expect in-person collaboration 40-60% of the time depending on engagement. Flexible vacation policy and paid holidays, with additional 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, please click here for additional information. EY is an equal opportunity employer and provides reasonable accommodation to qualified individuals with disabilities, including veterans. If you need assistance applying online or an accommodation during the application process, please contact EY’s Talent Shared Services Team. 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 and tomorrow. EY teams work across assurance, consulting, tax, strategy and transactions, in more than 150 countries and territories. EY is committed to equal employment opportunities 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. EY also provides reasonable accommodation to qualified individuals with disabilities, including veterans. Other
Seniority level: Mid-Senior level Employment type: Full-time Job function: Other Industries: Professional Services Referrals increase your chances of interviewing at EY. Get notified about new Senior Services Manager jobs in Oklahoma City, OK.
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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. Tax Senior Manager – Financial Services Office – Fiduciary/Trust & Estate Tax Administration Services (FTEAS)
is a leadership role within EY’s fiduciary accounting services for trusts and estates serving banks, law firms, family offices, and individual and professional trustees across 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 include technical review of complex trust & estate fiduciary accountings; managing client relationships; business development; supervision, training and development of staff; recruiting; maximizing operating efficiency; and maintaining profitability. The incumbent will ensure compliance with EY processes and procedures including onboarding new clients, setting up new matters, compliance with independence, eDocs, and technology initiatives. 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. Actively 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, thereby enhancing long-term working relationships. Provide estimates for new accounting work and prepare all required documentation for new engagements. Work with EY channels to establish client and/or engagement codes. Vet matters for Independence and oversee/ensure 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, offering advice, 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. Work to ensure all 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 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. Other Skills Required 10+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm with a proven track record of successfully managing staff and engagements. Experience working 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
We offer a comprehensive compensation and benefits package with base salary ranges: $126,600 to $289,000 nationwide; $151,900 to $328,400 for NYC Metro Area, Washington State and California (excluding Sacramento). Salaries are determined by education, experience, knowledge, skills and geography. Total Rewards include medical and dental coverage, pension and 401(k) plans, and paid time off options. Hybrid model: most client-serving roles expect in-person collaboration 40-60% of the time depending on engagement. Flexible vacation policy and paid holidays, with additional 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, please click here for additional information. EY is an equal opportunity employer and provides reasonable accommodation to qualified individuals with disabilities, including veterans. If you need assistance applying online or an accommodation during the application process, please contact EY’s Talent Shared Services Team. 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 and tomorrow. EY teams work across assurance, consulting, tax, strategy and transactions, in more than 150 countries and territories. EY is committed to equal employment opportunities 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. EY also provides reasonable accommodation to qualified individuals with disabilities, including veterans. Other
Seniority level: Mid-Senior level Employment type: Full-time Job function: Other Industries: Professional Services Referrals increase your chances of interviewing at EY. Get notified about new Senior Services Manager jobs in Oklahoma City, OK.
#J-18808-Ljbffr