EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Tulsa, Oklahoma, United States, 74145
Join to apply for the
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
role at
EY
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.
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 FSO. The Senior Manager is part of the leadership team and drives strategy, client relationships, staff development, and profitability for the FTEAS business. FTEAS provides fiduciary/court accounting services for trusts and estates serving banks, law firms, family offices, and individual and professional trustees across the United States.
Responsibilities
Technical review of complex trust and estate accountings.
Manage teams to ensure accuracy and timely delivery of work products.
Manage client relationships and retain client goodwill.
Participate in business development, including weekly sales calls, client presentations, marketing, and business development meetings.
Build relationships with potential new clients; attend industry conferences and business development events.
Provide timely and effective responses to client needs and compliance requirements to enhance long-term relationships.
Provide estimates for new accounting work and prepare documentation for new engagements; establish client/engagement codes; vet matters for Independence and compliance with eDocs.
Build and maintain relationships with internal EY groups to support cross-selling
Facilitate team communication, share knowledge, advise, and make decisions to meet engagement deliverables.
Develop operational efficiencies to deliver timely, high-quality services.
Contribute to a flexible, stable, team-oriented culture that fosters staff development.
Complete self-study courses to maintain fiduciary accounting and software knowledge and meet firm continuing education requirements.
Review engagement profitability, staff efficiency, and workload to meet deliverables; ensure timely billing and follow up on 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, tax concepts, and trust structures/terminology; ability to 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 with client interaction and business development abilities.
Proficient with software applications including Microsoft Word, Excel, and fiduciary trust software.
Thorough understanding of fiduciary tax law and concepts required to prepare fiduciary/court accountings.
Other Skills
10+ years of fiduciary/court accounting experience at a bank, law firm, or CPA firm with proven staff and engagement management.
Experience with complex assets and large trusts/estates; family offices experience is a plus.
Demonstrated interpersonal, analytical, and problem-solving abilities.
What We Offer You
Comprehensive compensation and benefits; salary ranges vary by location. See job posting for specifics.
Hybrid model with most client-facing roles expected to work 40-60% in person over a project or year.
Flexible vacation policy and paid holidays, personal/family care leave, and other well-being benefits.
Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For California residents, click here for additional information. EY provides equal employment opportunities and maintains high ethical standards and integrity.
EY | Building a better working world. Enabled by data, AI and advanced technology, EY helps clients shape the future with confidence. EY teams work across assurance, consulting, tax, strategy and transactions in more than 150 countries.
EEO Information 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, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities. If you need assistance applying online or need an accommodation during the application process, please contact EY’s Talent Shared Services.
Note: This refined description retains the core responsibilities and qualifications while removing extraneous boilerplate and unrelated postings.
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Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
role at
EY
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.
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 FSO. The Senior Manager is part of the leadership team and drives strategy, client relationships, staff development, and profitability for the FTEAS business. FTEAS provides fiduciary/court accounting services for trusts and estates serving banks, law firms, family offices, and individual and professional trustees across the United States.
Responsibilities
Technical review of complex trust and estate accountings.
Manage teams to ensure accuracy and timely delivery of work products.
Manage client relationships and retain client goodwill.
Participate in business development, including weekly sales calls, client presentations, marketing, and business development meetings.
Build relationships with potential new clients; attend industry conferences and business development events.
Provide timely and effective responses to client needs and compliance requirements to enhance long-term relationships.
Provide estimates for new accounting work and prepare documentation for new engagements; establish client/engagement codes; vet matters for Independence and compliance with eDocs.
Build and maintain relationships with internal EY groups to support cross-selling
Facilitate team communication, share knowledge, advise, and make decisions to meet engagement deliverables.
Develop operational efficiencies to deliver timely, high-quality services.
Contribute to a flexible, stable, team-oriented culture that fosters staff development.
Complete self-study courses to maintain fiduciary accounting and software knowledge and meet firm continuing education requirements.
Review engagement profitability, staff efficiency, and workload to meet deliverables; ensure timely billing and follow up on 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, tax concepts, and trust structures/terminology; ability to 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 with client interaction and business development abilities.
Proficient with software applications including Microsoft Word, Excel, and fiduciary trust software.
Thorough understanding of fiduciary tax law and concepts required to prepare fiduciary/court accountings.
Other Skills
10+ years of fiduciary/court accounting experience at a bank, law firm, or CPA firm with proven staff and engagement management.
Experience with complex assets and large trusts/estates; family offices experience is a plus.
Demonstrated interpersonal, analytical, and problem-solving abilities.
What We Offer You
Comprehensive compensation and benefits; salary ranges vary by location. See job posting for specifics.
Hybrid model with most client-facing roles expected to work 40-60% in person over a project or year.
Flexible vacation policy and paid holidays, personal/family care leave, and other well-being benefits.
Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For California residents, click here for additional information. EY provides equal employment opportunities and maintains high ethical standards and integrity.
EY | Building a better working world. Enabled by data, AI and advanced technology, EY helps clients shape the future with confidence. EY teams work across assurance, consulting, tax, strategy and transactions in more than 150 countries.
EEO Information 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, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities. If you need assistance applying online or need an accommodation during the application process, please contact EY’s Talent Shared Services.
Note: This refined description retains the core responsibilities and qualifications while removing extraneous boilerplate and unrelated postings.
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