EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Saint Louis, Missouri, United States, 63146
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 Financial Services Organization (FSO). The Senior Manager is part of the FTEAS leadership team, focusing on fiduciary/court accounting services for trusts and estates and supporting banks, law firms, family offices, and trustees across the United States. The role involves ensuring compliance with EY processes, onboarding new clients, independence, eDocs, and technology initiatives, and contributing to the strategy and profitability 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. Actively 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. 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 provide assistance to team members 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 and staff development. Complete self-study courses to maintain knowledge of fiduciary accounting and software, and meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency and workload assignments to meet deliverables. Ensure 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; knowledge of trust structures and terminology. Ability to review and interpret trust agreements and estate planning documents. Comfort researching state-specific principal and income acts and other relevant state laws. Strong management, leadership, client interaction and 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 to prepare fiduciary/court accountings. 10+ years of fiduciary/court accounting experience with a track record of managing staff and engagements (bank, law firm or CPA firm). Experience with complex assets and large trusts and estates; family offices a plus. What We Offer You
EY supports your development with future-focused skills and world-class experiences. We offer a flexible, inclusive culture with opportunities across EY’s globally connected teams. Our compensation and benefits package rewards performance, including base salary ranges and a comprehensive Total Rewards program with medical/dental coverage, pension/401(k), and generous paid time off. Our hybrid model typically involves client-facing work in person 40-60% of the time; vacation policy is flexible to meet personal circumstances. EEO and Accommodation
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, including veterans. If you need assistance applying online or an accommodation during the application process, please contact EY’s Talent Shared Services Team. EY | Building a better working world. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence across assurance, consulting, tax, strategy and transactions.
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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 Financial Services Organization (FSO). The Senior Manager is part of the FTEAS leadership team, focusing on fiduciary/court accounting services for trusts and estates and supporting banks, law firms, family offices, and trustees across the United States. The role involves ensuring compliance with EY processes, onboarding new clients, independence, eDocs, and technology initiatives, and contributing to the strategy and profitability 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. Actively 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. 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 provide assistance to team members 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 and staff development. Complete self-study courses to maintain knowledge of fiduciary accounting and software, and meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency and workload assignments to meet deliverables. Ensure 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; knowledge of trust structures and terminology. Ability to review and interpret trust agreements and estate planning documents. Comfort researching state-specific principal and income acts and other relevant state laws. Strong management, leadership, client interaction and 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 to prepare fiduciary/court accountings. 10+ years of fiduciary/court accounting experience with a track record of managing staff and engagements (bank, law firm or CPA firm). Experience with complex assets and large trusts and estates; family offices a plus. What We Offer You
EY supports your development with future-focused skills and world-class experiences. We offer a flexible, inclusive culture with opportunities across EY’s globally connected teams. Our compensation and benefits package rewards performance, including base salary ranges and a comprehensive Total Rewards program with medical/dental coverage, pension/401(k), and generous paid time off. Our hybrid model typically involves client-facing work in person 40-60% of the time; vacation policy is flexible to meet personal circumstances. EEO and Accommodation
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, including veterans. If you need assistance applying online or an accommodation during the application process, please contact EY’s Talent Shared Services Team. EY | Building a better working world. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence across assurance, consulting, tax, strategy and transactions.
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