EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Austin, Texas, us, 78716
Overview
Tax Services Senior Manager – FSO – Fiduciary/Trust & Estate Accounting Services (FTEAS) role at EY. 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 and helps shape the strategy and success of the FTEAS business. Key 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 responses to needs and compliance requirements, thereby enhancing long-term relationships. Provide estimates for new accounting work and prepare documentation for new engagements. Work 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 assist team members by sharing knowledge, offering advice, and guiding decisions to meet engagement deliverables. Develop operational efficiencies to deliver timely, high-quality services and work products. Contribute to a flexible, stable, 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. Ability to research state-specific principal and income acts and other relevant state laws. Strong management and leadership skills and strong client interaction skills. Strong business development skills. Proficiency 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. 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; family offices experience is a plus. Demonstrated excellent interpersonal, analytical, and problem-solving abilities. What We Offer
Comprehensive compensation and benefits package. Salary ranges vary by location; base salary ranges are provided in job postings. Total Rewards includes medical and dental coverage, pension and 401(k) plans, and paid time off options. Hybrid work model with a mix of in-person and remote collaboration. Flexible vacation policy and designated EY holidays, with additional leave options for personal, family, or other needs. Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. 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. EY is committed to providing reasonable accommodation to qualified individuals with disabilities. If you need assistance applying online or to request an accommodation during any part of the application process, please contact EY’s Talent Shared Services Team (TSS) or email ssc.customersupport@ey.com. 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) role at EY. 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 and helps shape the strategy and success of the FTEAS business. Key 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 responses to needs and compliance requirements, thereby enhancing long-term relationships. Provide estimates for new accounting work and prepare documentation for new engagements. Work 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 assist team members by sharing knowledge, offering advice, and guiding decisions to meet engagement deliverables. Develop operational efficiencies to deliver timely, high-quality services and work products. Contribute to a flexible, stable, 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. Ability to research state-specific principal and income acts and other relevant state laws. Strong management and leadership skills and strong client interaction skills. Strong business development skills. Proficiency 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. 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; family offices experience is a plus. Demonstrated excellent interpersonal, analytical, and problem-solving abilities. What We Offer
Comprehensive compensation and benefits package. Salary ranges vary by location; base salary ranges are provided in job postings. Total Rewards includes medical and dental coverage, pension and 401(k) plans, and paid time off options. Hybrid work model with a mix of in-person and remote collaboration. Flexible vacation policy and designated EY holidays, with additional leave options for personal, family, or other needs. Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. 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. EY is committed to providing reasonable accommodation to qualified individuals with disabilities. If you need assistance applying online or to request an accommodation during any part of the application process, please contact EY’s Talent Shared Services Team (TSS) or email ssc.customersupport@ey.com. Seniority level Mid-Senior level Employment type Full-time Job function Other Industries: Professional Services
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