EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Troy, New York, United States
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. The Senior Manager role is part of the Financial Services Office – Fiduciary/Trust & Estate Tax Administration Services (FTEAS). EY is a leader in serving the global financial services marketplace with a dedicated unit for financial services. 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. 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. Contribute to client satisfaction by providing timely and effective responses to client needs and compliance requirements. 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 and enhance knowledge of fiduciary accounting and software applications; meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency, and workload assignments to meet deliverables. Ensure timely billing on projects 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. Strong fiduciary accounting skills and experience reviewing complex accountings and IRS Forms 706, 1041 and K-1s. Understanding of complex investments, tax concepts, 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; 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. 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. What we offer
Comprehensive compensation and benefits; base salary range listed in the job posting: $126,600 to $289,000 ( NYC Metro/Washington/California ranges may differ). Total Rewards includes medical and dental, pension and 401(k), and paid time off options. Hybrid work model: most client-serving roles are expected to work in person 40-60% of the time. Flexible vacation policy and paid holidays, plus other leave options to support well-being. How to apply
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. Equal opportunity
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis. EY is committed to reasonable accommodation for qualified individuals with disabilities, including veterans. If you need assistance applying online or requesting accommodation, please contact EY’s Talent Shared Services.
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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. The Senior Manager role is part of the Financial Services Office – Fiduciary/Trust & Estate Tax Administration Services (FTEAS). EY is a leader in serving the global financial services marketplace with a dedicated unit for financial services. 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. 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. Contribute to client satisfaction by providing timely and effective responses to client needs and compliance requirements. 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 and enhance knowledge of fiduciary accounting and software applications; meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency, and workload assignments to meet deliverables. Ensure timely billing on projects 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. Strong fiduciary accounting skills and experience reviewing complex accountings and IRS Forms 706, 1041 and K-1s. Understanding of complex investments, tax concepts, 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; 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. 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. What we offer
Comprehensive compensation and benefits; base salary range listed in the job posting: $126,600 to $289,000 ( NYC Metro/Washington/California ranges may differ). Total Rewards includes medical and dental, pension and 401(k), and paid time off options. Hybrid work model: most client-serving roles are expected to work in person 40-60% of the time. Flexible vacation policy and paid holidays, plus other leave options to support well-being. How to apply
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. Equal opportunity
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis. EY is committed to reasonable accommodation for qualified individuals with disabilities, including veterans. If you need assistance applying online or requesting accommodation, please contact EY’s Talent Shared Services.
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