Real Estate Accountant jobs in United States, New York, New York

Key Responsibilities

• Technical preparation and review of complex trust and estate accountings.
• Perform complex calculations and reconstruction when required.
• Research of state specific principal and income acts when needed.
• Responsible for managing client relationships and retaining client good will.
• Participate in weekly sales calls, and client presentations and business development meetings, when requested.
• Provide timely and effective responses to client needs and compliance requirements.
• Provide estimates for new accounting work and prepare all required documentation for new engagements.
• Build and maintain strong relationships with internal EY groups.
• Facilitate communications and provide assistance to team members by sharing knowledge, offering advice, and making decisions to meet engagement deliverables.
• Develop operational efficiencies to deliver timely high-quality services and work products.
• Contribute to a flexible, stable and team oriented working culture that fosters staff development.
• Complete self- study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements.
• Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections.

Skills and Attributes for Success

To qualify for the role, you must have

• Bachelor’s degree.
• CPA, EA, licensed Attorney, Professional Fiduciary orCTFA (Certified Trust and Fiduciary Advisor) certification
• 5+ 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.
• Excellent technical fiduciary accounting skills.

• Experience working with complex assets (LLCs, partnerships, alternative investments, etc.) and large trusts and estates.
• Experience working with family offices a plus.
• Demonstrated excellent interpersonal, analytical, and problem-solving ability.
• Excellent verbal and written communication skills.

• Experienced at reviewing IRS Forms 706, 1041 and K-1s.

Ideally, you will also have

• Understanding of complex investments and fiduciary tax.
• Understanding of trust structures and trust terminology.
• Ability to review and interpret trust agreements and estate planning documents.
• Strong management and leadership skills.
• Strong client interaction skills.
• Proficient with software applications, including OneSource Accounting Software FAS; Microsoft Word and Excel.

Your Key Responsibilities

• 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 participate in business development including weekly sales calls, client presentations, marketing efforts and business development meetings.
• Commit to client satisfaction by providing timely and effective responses to client needs and compliance requirements, thereby enhancing long-term working relationships.
• Provide estimates for new accounting work and prepare all required documentation for new engagements. Work with the various EY channels to establish client and/or engagement codes for all business. Vet matters for Independence and oversee/ensure compliance with eDocs.
• Build and maintain strong relationships with internal EY groups.
• Develop operational efficiencies to deliver timely high-quality services and work products.
• Contribute to a flexible, stable and team-oriented working culture that fosters staff development.
• Complete self- study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements.
• Review and monitor engagement profitability, staff efficiency and workload assignments to meet deliverables.
• Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections.

• Decisions made by the Senior Manager 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

• Bachelor’s 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

• Excellent technical fiduciary accounting skills.
• Experienced at reviewing complex accountings and IRS Forms 706, 1041 and K-1s.
• Understanding complex investments and tax concepts.
• Understanding of trust structures and trust terminology.
• Ability to review and interpret trust agreements and estate planning documents.
• Comfort and ability to research state specific principal and income acts and other relevant state laws.
• Strong management and leadership skills.
• Strong client interaction skills.
• Strong business development skills.
• Excellent organizational skills.
• Proficient with software applications, including Thomsons Reuters fiduciary accounting software – FAS, Microsoft Word, and Excel.
• 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.
• Demonstrated excellent interpersonal, analytical, and problem-solving ability.

Your key Responsibilities

As a Senior in FTEAS, you will be responsible for thepreparation of complex trust and estate accountings and perform complex calculations and reconstruction when required. You will also research of state specific principal and income acts when needed. Other responsibilities include managing client relationships and retaining client good will, and participation in business development initiatives, when requested and build relationships with potential new clients.

Skills and attributes for success

• Commitment to client satisfaction by providing timely and effective responses to client needs and compliance requirements, thereby enhancing long-term working relationships.
• Building 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 by sharing knowledge, offering advice, and making decisions to meet engagement deliverables.
• Develop operational efficiencies to deliver timely high-quality services and work products.
• Contribute to a flexible, stable and team oriented working culture.
• Complete self- study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements.
• Meet all required deliverable deadlines.
• Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections.

To Qualify for the role you must have

• Bachelor’s degree in Accounting, Finance, or similar discipline
• CPA or paralegal is a plus
• 3+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm.
• Experience working with complex assets and large trusts and estates.
• Experience working with family offices a plus.
• Demonstrated excellent interpersonal, analytical, and problem-solving ability.
• Willingness to travel as needed, and working in a balanced hybrid environment

Ideally you will also have

• Excellent verbal and written communication skills.
• Excellent technical fiduciary accounting skills.
• Experienced at reviewing IRS Forms 706, 1041 and K-1s.
• Understanding of complex investments and tax concepts.
• Understanding of trust structures and trust terminology.
• Ability to review and interpret trust agreements and estate planning documents.
• Ability to research state specific principal and income acts and other relevant state laws.
• Strong client interaction skills.
• Proficient with software applications, including Microsoft Word, Excel, company specific systems and fiduciary trust software.
• Understanding of fiduciary tax law and concepts required to prepare fiduciary/court accountings.

Seasonal Tax Manager – Real Estate Partnership - Remote - Financial Services Organization

You’ll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams.

Your key responsibilities

As a seasonal tax manager your main priority will be reviewing tax returns for partnerships, while staying connected with the members of your team. Expectations around hours are discussed during the interview process for each role, so you'll be able to share your availability and know what to expect prior to coming aboard. In this role you'll be able to work remotely from within the United States, with no travel required.

Skills and attributes for success

• A strategic eye toward prioritizing when working on multiple complex projects

• Influencing skills, and the confidence and curiosity to question existing processes

• The ability to produce technical writing and research in a tax context

• Comfort with working remotely in a virtual team environment

To qualify for the role you must have

• Valid US Certified Public Accountant (CPA) license or active state bar membership

• A bachelor's degree in Accounting, Finance, Business, or a related discipline

• A minimum of 4 years of relevant partnership tax experience

• A proven record of excellence in a professional services or tax organization

• Knowledge in partnership tax technical and transactional skills

Ideally, you'll also have

• A proven record of excellence in a top or mid-tier firm

• Experience with real estate tax technical and transactional skills: REIT taxation and qualification, partnership allocations, tax compliance, due diligence, or acquisition/disposition planning and structuring

Key Responsibilities

• Technical preparation and review of complex trust and estate accountings.
• Perform complex calculations and reconstruction when required.
• Research of state specific principal and income acts when needed.
• Responsible for managing client relationships and retaining client good will.
• Participate in weekly sales calls, and client presentations and business development meetings, when requested.
• Provide timely and effective responses to client needs and compliance requirements.
• Provide estimates for new accounting work and prepare all required documentation for new engagements.
• Build and maintain strong relationships with internal EY groups.
• Facilitate communications and provide assistance to team members by sharing knowledge, offering advice, and making decisions to meet engagement deliverables.
• Develop operational efficiencies to deliver timely high-quality services and work products.
• Contribute to a flexible, stable and team oriented working culture that fosters staff development.
• Complete self- study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements.
• Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections.

Skills and Attributes for Success

To qualify for the role, you must have

• Bachelor’s degree.
• CPA, EA, licensed Attorney, Professional Fiduciary orCTFA (Certified Trust and Fiduciary Advisor) certification
• 5+ 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.
• Excellent technical fiduciary accounting skills.

• Experience working with complex assets (LLCs, partnerships, alternative investments, etc.) and large trusts and estates.
• Experience working with family offices a plus.
• Demonstrated excellent interpersonal, analytical, and problem-solving ability.
• Excellent verbal and written communication skills.

• Experienced at reviewing IRS Forms 706, 1041 and K-1s.

Ideally, you will also have

• Understanding of complex investments and fiduciary tax.
• Understanding of trust structures and trust terminology.
• Ability to review and interpret trust agreements and estate planning documents.
• Strong management and leadership skills.
• Strong client interaction skills.
• Proficient with software applications, including OneSource Accounting Software FAS; Microsoft Word and Excel.

Your key Responsibilities

As a Senior in FTEAS, you will be responsible for thepreparation of complex trust and estate accountings and perform complex calculations and reconstruction when required. You will also research of state specific principal and income acts when needed. Other responsibilities include managing client relationships and retaining client good will, and participation in business development initiatives, when requested and build relationships with potential new clients.

Skills and attributes for success

• Commitment to client satisfaction by providing timely and effective responses to client needs and compliance requirements, thereby enhancing long-term working relationships.
• Building 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 by sharing knowledge, offering advice, and making decisions to meet engagement deliverables.
• Develop operational efficiencies to deliver timely high-quality services and work products.
• Contribute to a flexible, stable and team oriented working culture.
• Complete self- study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements.
• Meet all required deliverable deadlines.
• Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections.

To Qualify for the role you must have

• Bachelor’s degree in Accounting, Finance, or similar discipline
• CPA or paralegal is a plus
• 3+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm.
• Experience working with complex assets and large trusts and estates.
• Experience working with family offices a plus.
• Demonstrated excellent interpersonal, analytical, and problem-solving ability.
• Willingness to travel as needed, and working in a balanced hybrid environment

Ideally you will also have

• Excellent verbal and written communication skills.
• Excellent technical fiduciary accounting skills.
• Experienced at reviewing IRS Forms 706, 1041 and K-1s.
• Understanding of complex investments and tax concepts.
• Understanding of trust structures and trust terminology.
• Ability to review and interpret trust agreements and estate planning documents.
• Ability to research state specific principal and income acts and other relevant state laws.
• Strong client interaction skills.
• Proficient with software applications, including Microsoft Word, Excel, company specific systems and fiduciary trust software.
• Understanding of fiduciary tax law and concepts required to prepare fiduciary/court accountings.