Trust Officer jobs in United States, New York, New York
EY Services Manager - Fiduciary/Trust & Estate Accounting United States, New York, New York
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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.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,100 to $188,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $123,800 to $214,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- 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, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll 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.
These jobs might be a good fit
EY Data Governance Risk Compliance Officer United States, New York, New York
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: Associate-National-SaT-SaT - TCF - Capital and Debt Advisory - Mumbai
SaT - TCF - Capital and Debt Advisory :
Whether clients are preserving, optimizing, raising or investing, our Connected Capital Solutions (CCS) are our five go-to-market offerings that help drive competitive advantage and increased returns through improved decision-making. The CCS include Strategy, Corporate Finance, Buy and Integrate, Sell and Separate and Reshaping Results, and are underpinned by our Connected Capital Technologies.
Technical Excellence
- Conducting in-depth financial analysis and identifying key areas of concern
- Developing tailored strategies to address financial and operational challenges
- Collaborating with stakeholders, including lenders, investors, and management, to facilitate negotiations
- Monitoring key performance indicators and reporting progress to clients and senior management
- Assisting in the preparation of improvement plans and business recovery models
- Drive PMO for fast-track strategy implementation
Qualification
- Educational qualifications: Chartered Accountant (CA) or Master of Business Administration (MBA) from a reputed institution
- Strong technical skills – Corporate Finance
- Strong analytical and problem-solving skills
- Proficient in excel business modelling, BI tools
- Excellent communication and stakeholder management abilities
- Ability to think and drive next steps
- Willingness to travel
Experience
- Experience: 3-6 years of relevant experience in corporate
People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful, and able to sustain positive energy, while being adaptable and creative in their approach.If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.
These jobs might be a good fit
EY Services Senior Manager - Fiduciary/Trust & Estate Accountin... United States, New York, New York
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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.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $127,900 to $291,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $153,400 to $331,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- 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, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll 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.
These jobs might be a good fit
EY Senior Analyst - Fiduciary/Trust & Estate Accounting Service... United States, New York, New York
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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.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $75,200 to $124,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $90,200 to $141,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- 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, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll 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.
These jobs might be a good fit
EY Fiduciary/Trust & Estate Administration Services Manager United States, New York, New York
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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.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,100 to $188,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $123,800 to $214,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- 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, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll 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.
These jobs might be a good fit
Bank Of America Treasury Sales Officer Non-Bank Financial Institution Segmen... United States, New York, New York
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Job Responsibilities:
The Senior Treasury Sales Officer (TSO) is responsible for managing all aspects of the treasury management relationship for a complex portfolio of current and prospective global clients in the Insurance, PayTech and other Non-Bank Financial Institution segments. He or she will partner with Corporate Bankers, Product, Compliance, Credit, Risk and Service partners to present optimal global solutions to meet client objectives.
Responsibilities include:
- Focus on responsible growth of new client relationships and expansion of existing relationships by identifying and cross selling our global payment solutions within a defined risk framework
- Accountable for responsible revenue and balance growth, profitability optimization, client planning, client calling, portfolio development, pricing strategy, proposal development and delivery for a dedicated client portfolio
- Maintain a strong client focus, industry expertise, client subsector expertise and a broad understanding of bank structures
- Lead, coach, develop Treasury Sales Analyst in day to day support of client deliverables
- Be a digital ambassador driving mobile, digital and real time payments adoption
- Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking and industry data analytics
- Maintain regular client interactions with on-site or virtual meetings, industry conferences, roundtables and client events
Job Qualifications:
- Successful history of direct and comprehensive treasury management sales experience
- Demonstrates the ability to identify, evaluate and articulate payment flows and potential associated risks for a complex/high risk client segments
- Demonstrates the ability to foster strong partnerships with the core team and the ability to build a sincere rapport with client contacts
- Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
- Effectively manages risk while balancing the needs of the client, the team, and the bank
- Able to effectively work as an individual contributor as well as a close team member in a fast paced environment
- Broad and deep familiarity with global treasury management products, services and trends
- Strong Executive presence both internally/externally with ability to lead C- suite meetings
- Minimum 6 years of relevant experience in banking, treasury, and/or finance
- Ability to travel approximately 50% of the time
- B.S./B.A. degree or equivalent work experience
- Prior experience supporting Insurance, PayTech, Mortgage or other NBFI client segments and a Certified Treasury Professional certification or equivalent preferred
Skills:
- Account Management
- Business Development
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Critical Thinking
- Portfolio Analysis
- Presentation Skills
- Relationship Building
- Sales Strategy
- Coaching
- Collaboration
- Oral Communications
- Prioritization
- Prospecting
These jobs might be a good fit
Bank Of America Treasury Sales Officer - North America United States, New York, New York
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Job Responsibilities:
This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs.
Responsible for the delivery of integrated treasury solutions to sophisticated set of clients in the banking sector located in the U.S. market
Develop and maintain strong relationships with key stake holders within the client’s organization and drive loyalty
Prospect and identify new client opportunities with banks in the U.S
Actively engage with clients to understand their business objectives and provide strategic advice to enhance their treasury operations
Engage at every level of the target client organization to drive stake holder buy in to the Bank of America partnership and successfully cross sell our solutions
Partner closely with internal stake holders including CBK/IBK bankers, product, client service, global markets, and wholesale credit consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client
The Global Treasury Sales Officer (TSO) is responsible for managing and responsibly growing frontline Treasury revenue streams across core cash management, transactional FX, bank notes, trade/trade finance, card, liquidity, and other GPS solutions for the assigned client base.
The Global Treasury Sales Officer must navigate across regional geographies to drive global solutions for clients and grow the portfolio’s global revenue and profits
Closely coordination with global TSO in regions outside North America to drive sales to branches and subsidiaries of foreign banks in the U.S.
Job Qualifications:
10 years sales experience selling treasury solutions
5 years selling treasury solutions in the bank space
Candidate must have a strong strategic sales ability, understanding industry challenges and requirements
Strong relationship building skills
Proven track record of sales success in the industry
Able to manage long sales cycles
Strong knowledge of USD Clearing product
Bachelors' degree in Finance, Business Administration, economics or related fields or equivalent work experience
Working knowledge of US banking regulations in the compliance space including but not limited to AML, OFAC, and KYC
Excellent communications and presentation skills
Strong analytical and problem solving skills
Ability to both work independently and within teams
Additional Qualifications:
Familiar with Salesforce & Tableau
Knowledge of traditional trade products (letters of credit/standby letters of credit)
Proficient in Microsoft office suite
These jobs might be a good fit
Share
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.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,100 to $188,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $123,800 to $214,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- 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, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll 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.
These jobs might be a good fit
