EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Chattanooga, Tennessee, United States, 37450
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Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
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EY Location: Anywhere in Country. Overview
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 plays an integral role in the overall strategy and success of the FTEAS business. EY is a leader in serving the global financial services marketplace with a dedicated Financial Services Organization (FSO). 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. 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 and/or engagement codes; vet matters for independence and oversee compliance with eDocs. Build and maintain 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 and team-oriented working culture that fosters staff development. Complete self-study courses to maintain fiduciary accounting knowledge and software proficiency; meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency and workload to meet deliverables. Ensure projects are properly invoiced 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. Experience reviewing complex accountings and IRS Forms 706, 1041 and K-1s; understanding of complex investments and tax concepts; understanding of trust structures and terminology. Ability to review and interpret trust agreements and estate planning documents; comfort researching state-specific acts and laws. Strong management and leadership, client interaction, and business development skills. Proficiency with Microsoft Word, Excel, fiduciary software and company systems; thorough understanding of fiduciary tax law and related concepts. 10+ years of fiduciary/court accounting experience with a track record of managing staff and engagements (bank, law firm, or CPA firm). What we offer
Comprehensive compensation and benefits; salary ranges detailed by location; inclusion of Total Rewards like medical/dental, 401(k), and paid time off. Hybrid work model; expectation of in-person collaboration 40-60% of the time for client-facing roles. Flexible vacation policy and designated holidays; accommodations for well-being and work-life balance. EEO and accommodations
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 accommodations to qualified individuals with disabilities. If you need assistance applying online or an accommodation during the application process, please contact EY’s Talent Shared Services.
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Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
role at
EY Location: Anywhere in Country. Overview
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 plays an integral role in the overall strategy and success of the FTEAS business. EY is a leader in serving the global financial services marketplace with a dedicated Financial Services Organization (FSO). 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. 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 and/or engagement codes; vet matters for independence and oversee compliance with eDocs. Build and maintain 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 and team-oriented working culture that fosters staff development. Complete self-study courses to maintain fiduciary accounting knowledge and software proficiency; meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency and workload to meet deliverables. Ensure projects are properly invoiced 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. Experience reviewing complex accountings and IRS Forms 706, 1041 and K-1s; understanding of complex investments and tax concepts; understanding of trust structures and terminology. Ability to review and interpret trust agreements and estate planning documents; comfort researching state-specific acts and laws. Strong management and leadership, client interaction, and business development skills. Proficiency with Microsoft Word, Excel, fiduciary software and company systems; thorough understanding of fiduciary tax law and related concepts. 10+ years of fiduciary/court accounting experience with a track record of managing staff and engagements (bank, law firm, or CPA firm). What we offer
Comprehensive compensation and benefits; salary ranges detailed by location; inclusion of Total Rewards like medical/dental, 401(k), and paid time off. Hybrid work model; expectation of in-person collaboration 40-60% of the time for client-facing roles. Flexible vacation policy and designated holidays; accommodations for well-being and work-life balance. EEO and accommodations
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 accommodations to qualified individuals with disabilities. If you need assistance applying online or an accommodation during the application process, please contact EY’s Talent Shared Services.
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