Tax Services Senior Manager - FSO - Fiduciary / Trust Estate Advisory Services

Tax Business Tax Services Fiduciary / Trust & Estate Tax Administration Services Financial Services Organization Senior Manager

At EY, well 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.

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

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. Responsibilities include technical review of complex trust & estate fiduciary accountings; managing client relationships; business development; supervision, training, and development of staff; recruiting; maximizing operating efficiency; and maintaining profitability. Incumbent will ensure compliance with all EY processes and procedures including onboarding new clients and setting up new matters, complying with independence, eDocs, and technology initiatives.

Your key responsibilities include : technical review of complex trust and estate accountings; managing teams to ensure accuracy and timely delivery of work products to clients; managing client relationships; actively participating in business development including weekly sales calls, client presentations, marketing efforts and business development meetings; committing to client satisfaction by providing timely and effective responses to client needs and compliance requirements, thereby enhancing long-term working relationships; providing estimates for new accounting work and preparing all required documentation for new engagements; working with the various EY channels to establish client and / or engagement codes for all business; vetting matters for independence and overseeing / ensuring compliance with eDocs; building and maintaining strong relationships with internal EY groups; developing operational efficiencies to deliver timely high-quality services and work products; contributing to a flexible, stable and team-oriented working culture that fosters staff development; completing self-study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements; reviewing and monitoring engagement profitability, staff efficiency and workload assignments to meet deliverables; working to ensure all projects are properly and timely billed and overseeing follow-up with clients regarding bill collections; and making decisions that include review of accountings, the interpretation of trust documents; reviewing and interpreting accounting concepts and state / local filing requirements; reviewing tax documents; reviewing bank, brokerage statements and other documents in connection with the preparation of accountings; developing and applying processes to meet the needs of the engagements and the business in general.

To qualify for this role, you must have a bachelors degree, CPA, EA, licensed attorney, professional fiduciary or CTFA (certified trust and fiduciary advisor) certification, 10+ years of fiduciary / court accounting experience at a bank, law firm or CPA firm with a proven track record of successfully managing staff and engagements, and excellent technical fiduciary accounting skills. You should be experienced at reviewing complex accountings and IRS Forms 706, 1041 and K-1s, have an understanding of complex investments and tax concepts, and be comfortable and able to research state specific principal and income acts and other relevant state laws. You should also have strong management and leadership skills, strong client interaction skills, strong business development skills, excellent organizational skills, and be proficient with software applications, including Thomsons Reuters fiduciary accounting software FAS, Microsoft Word, and Excel. You should have a thorough understanding of fiduciary tax law and concepts required to prepare fiduciary / court accountings.

Ideally, you will have experience working with complex assets and large trusts and estates, experience working with family offices, and demonstrated excellent interpersonal, analytical, and problem-solving ability.

At EY, well develop you with future-focused skills and equip you with world-class experiences. Well empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. We offer a comprehensive compensation and benefits package where youll be rewarded based on your performance and recognized for the value you bring to the business. We join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, youll decide how much vacation time you need based on your own personal circumstances. Youll also be granted time off for designated EY Paid Holidays, Winter / Summer breaks, Personal / Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.