EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Los Angeles, California, United States, 90079
Overview
Tax Senior Manager – Financial Services Office – Fiduciary/Trust & Estate Tax Administration Services (FTEAS) at EY. EY is a leader in serving the global financial services marketplace with a dedicated Financial Services Organization (FSO). 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 accountings. Manage teams to ensure accuracy and timely delivery of work products to clients. Manage client relationships and retain client goodwill. Active participation 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 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 for all business. 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, leadership and client interaction skills. Strong business development skills. Proficient with software applications, including Microsoft Word, Excel, company-specific systems 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 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 a plus. Demonstrated excellent interpersonal, analytical, and problem-solving ability. What We Offer You
Comprehensive compensation and benefits package; base salary ranges as described by location; Total Rewards including medical and dental coverage, pension/401(k), and paid time off. Hybrid work model for client-facing roles with in-person collaboration 40-60% of the time over engagements or projects. Flexible vacation policy and designated holidays, with accommodations for personal, family and well-being needs. Are you ready to shape your future with confidence? Apply today. EY accepts applications on an on-going basis. For California residents, please refer to additional information link. EY is committed to equal employment opportunities and provides reasonable accommodation to qualified individuals with disabilities. Seniority level
Mid-Senior level Employment type
Full-time Job function
Other Industries
Professional Services
#J-18808-Ljbffr
Tax Senior Manager – Financial Services Office – Fiduciary/Trust & Estate Tax Administration Services (FTEAS) at EY. EY is a leader in serving the global financial services marketplace with a dedicated Financial Services Organization (FSO). 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 accountings. Manage teams to ensure accuracy and timely delivery of work products to clients. Manage client relationships and retain client goodwill. Active participation 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 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 for all business. 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, leadership and client interaction skills. Strong business development skills. Proficient with software applications, including Microsoft Word, Excel, company-specific systems 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 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 a plus. Demonstrated excellent interpersonal, analytical, and problem-solving ability. What We Offer You
Comprehensive compensation and benefits package; base salary ranges as described by location; Total Rewards including medical and dental coverage, pension/401(k), and paid time off. Hybrid work model for client-facing roles with in-person collaboration 40-60% of the time over engagements or projects. Flexible vacation policy and designated holidays, with accommodations for personal, family and well-being needs. Are you ready to shape your future with confidence? Apply today. EY accepts applications on an on-going basis. For California residents, please refer to additional information link. EY is committed to equal employment opportunities and provides reasonable accommodation to qualified individuals with disabilities. Seniority level
Mid-Senior level Employment type
Full-time Job function
Other Industries
Professional Services
#J-18808-Ljbffr