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, 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.

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.
• 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.
• Making decisions including 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 :

Ideally, you will have :

At EY, we offer :

Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an ongoing basis.