- Entry level
- No Education
- Salary to negotiate
- UNITED STATES
Our National Tax and EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
When you join EY EDGE, you’ll be at the heart of EY’s critical mission to build a better working world by applying your knowledge, skills and experience in assisting clients in meeting their business objectives. You will learn, grow and contribute — building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice.
You will serve as the executive responsible for managing client relationships and problem-solving, coordinating efforts within the Fiduciary/Trust Tax Services practice and across other tax service lines to timely, accurately and efficiently deliver services that meet client needs and expectations.
Your Key Responsibilities
The Services Senior Manager is responsible for regional office leadership supporting the Fiduciary/Trust Tax Services practice with the preparation and delivery of tax information statements, tax returns and related reporting for agency, custody and fiduciary accounts for tax compliance engagements with banks, wealth management firms, trust companies and law firms.
Retaining and expanding relationships with our clients, understanding their unique needs to provide tailored services
Leading contract renewals and new business pursuits
Signing tax returns as preparer
Leading teams through subordinate managers; direct management of Associate Analysts, Analysts, Senior Analysts, Assistant Managers and Services Managers
Directing workflow to comply with clients’ needs and expectations and to complete special projects
Overseeing communications with client liaisons and client trust administration teams
Managing people and resources to support efficiency and drive profitable growth
Managing executive-level relationships with clients for the purpose of reviewing engagement deliverables, assessing service quality, identifying the potential need for additional trust tax compliance services or other EY service offerings
Overseeing the onboarding of new clients, assignment of the engagement team, client introductions and communication, development of a tax services operating plan, ONESOURCE™ Trust Tax set-up, coordinating timing of bridged data, assessment of the client’s trust accounting system for accuracy of bridged data, and analysis of prior tax data for incorporation into current year tax information for successful production of tax deliverables
Skills and Attributes for Success
Leading a team of fiduciary tax professionals to provide for timely, efficient and accurate production of high volumes of tax information statements and tax returns
Managing and growing a book of business consisting of multiple clients located across the United States, who require trust tax outsourcing services of varying levels of scope and complexity
Serving as a trusted advisor and role model for our people across multiple teams
Performing tax research and preparing written tax advice
Preparing complex 1099 tax information statements and tax returns, including Forms 1041 and state income tax returns for trusts and estates, and identifying generation-skipping transfer tax events that may require further consultation to determine and fulfill additional reporting requirements; and preparation of foundation returns for trusts
Handling post-mortem planning, including selection of income tax year, IRC Section 645 election, generation-skipping transfer tax elections, income/estate tax deduction planning, choice of valuation date and IRC Section 303 redemptions
Reviewing complex 1099 tax information statements and tax returns prepared by lesser experienced team members; and serving as a subject-matter resource who provides guidance and advice informed by professional experience and tax technical acumen
To qualify for the role, you must have
Undergraduate or Master degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
CPA or EA
About the company
A multinational professional services firm headquartered in London, United Kingdom. It is one of the "Big Four" audit firms and is the third largest professional services firm in the world by aggregated revenue in 2014.