EY
Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Memphis, Tennessee, us, 37544
Overview
Join to apply for the Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services (FTEAS) role at EY. FTEAS provides fiduciary/court accounting services for trusts and estates serving banks, law firms, family offices, and individual and professional trustees across the United States. The Senior Manager is part of the leadership team, contributing to the strategy and success of the FTEAS business. Location: Anywhere in Country. EY is a leader in serving the global financial services marketplace and supports a flexible, diverse and inclusive culture with globally connected teams. 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 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; coordinate with EY channels to establish client/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 team communication, share knowledge, offer advice, and make decisions to meet engagement deliverables. Develop operational efficiencies to deliver timely, high-quality services and products. Contribute to a flexible, stable, team-oriented culture that fosters staff development. Complete self-study courses to maintain fiduciary accounting knowledge and meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency, and workload to meet deliverables; oversee project billing and client follow-up on 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, tax concepts, and trust structures. Ability to review and interpret trust agreements and estate planning documents; capability to research state-specific principal and income acts and other state laws. Strong management, leadership, client interaction, and business development skills. Proficiency with Microsoft Word, Excel, company systems and fiduciary trust software; thorough understanding of fiduciary tax law and concepts. 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/estates; family office experience is a plus. What EY Offers
Comprehensive compensation and benefits package, with location-adjusted base salary ranges and a Total Rewards program including medical/dental coverage, pension/401(k) and paid time off. Hybrid work model with in-person engagement expectations and flexible vacation policy. Are you ready to shape your future with confidence? Apply today. EY focuses on high ethical standards and integrity and is an Equal Employment Opportunity employer. EY | Building a better working world. For accessibility, EY provides accommodations in the application process upon request.
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Join to apply for the Tax Services Senior Manager - FSO - Fiduciary/Trust & Estate Accounting Services (FTEAS) role at EY. FTEAS provides fiduciary/court accounting services for trusts and estates serving banks, law firms, family offices, and individual and professional trustees across the United States. The Senior Manager is part of the leadership team, contributing to the strategy and success of the FTEAS business. Location: Anywhere in Country. EY is a leader in serving the global financial services marketplace and supports a flexible, diverse and inclusive culture with globally connected teams. 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 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; coordinate with EY channels to establish client/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 team communication, share knowledge, offer advice, and make decisions to meet engagement deliverables. Develop operational efficiencies to deliver timely, high-quality services and products. Contribute to a flexible, stable, team-oriented culture that fosters staff development. Complete self-study courses to maintain fiduciary accounting knowledge and meet Firm continuing education requirements. Review and monitor engagement profitability, staff efficiency, and workload to meet deliverables; oversee project billing and client follow-up on 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, tax concepts, and trust structures. Ability to review and interpret trust agreements and estate planning documents; capability to research state-specific principal and income acts and other state laws. Strong management, leadership, client interaction, and business development skills. Proficiency with Microsoft Word, Excel, company systems and fiduciary trust software; thorough understanding of fiduciary tax law and concepts. 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/estates; family office experience is a plus. What EY Offers
Comprehensive compensation and benefits package, with location-adjusted base salary ranges and a Total Rewards program including medical/dental coverage, pension/401(k) and paid time off. Hybrid work model with in-person engagement expectations and flexible vacation policy. Are you ready to shape your future with confidence? Apply today. EY focuses on high ethical standards and integrity and is an Equal Employment Opportunity employer. EY | Building a better working world. For accessibility, EY provides accommodations in the application process upon request.
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