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Today
EY

EY Services Manager - Fiduciary/Trust & Estate Accounting United States, New York, New York

Limitless High-tech career opportunities - Expoint
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...
Description:

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.


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EY

EY Financial Accounting Advisory Services Senior - Finance Opti... United States, New York, New York

Limitless High-tech career opportunities - Expoint
Assist in the assessment of the client’s controllership function including drafting current state process documentation and future state implementation roadmaps. Support clients during controllership transformation journeys including implementation of process...
Description:

Key Responsibilities:

  • Assist in the assessment of the client’s controllership function including drafting current state process documentation and future state implementation roadmaps.
  • Support clients during controllership transformation journeys including implementation of process optimization initiatives.
  • Assist in drafting risks and controls frameworks and helping clients remediate control deficiencies.
  • Be able to understand and articulate the accounting and controls implications of changes to controllership processes.
  • Provide clients with accounting assistance or transactions support as necessary.
  • Lead project management activities.
  • Support business development initiatives.
  • Support Managers and Senior Managers with solution-specific requests and needs.

Qualifications:

  • Bachelor’s degree in Accounting, Finance, or a related field; CPA or equivalent certification preferred.
  • 3-5 years of experience in public accounting, financial advisory, industry, or a related field.
  • Foundational understanding of finance and accounting processes, including upstream business processes.
  • Operational accounting experience is a plus.
  • Strong PowerPoint and Excel skills.
  • Strong analytical and problem-solving skills, with the ability to think critically and operate independently.
  • Familiarity with AI, automation, and dashboarding tools and their application in accounting and finance.
  • Knowledge and/or experience with digital technologies and their impact on the record to report process including analytical tools, close and reporting tools, and ERP systems.
  • Excellent communication and collaboration skills.
  • Proactive attitude and willingness to take initiative, contribute, and think outside the box.
  • The ability and willingness to travel and work in excess of standard hours when necessary
  • Access to reliable transportation to/from the EY office and client sites. A driver's license is strongly recommended as ride share and public transportation options may not be available in all locations.

Ideally, you'll also have

  • A master's degree in Accounting, Finance, or complementary discipline such as data analytics.

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 $90,800 to $149,800. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $109,000 to $170,200. 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.


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EY

EY Alliance Sales Executive Associate Director United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
12 to15+ years of quota carrying sales experience in professional services, solutions, and technology. Direct and MSFT channel sales experience. Experience selling enterprise solutions to Consumer Products and Retail clients....
Description:

Your key responsibilities

As a MSFT Alliance SE, you’ll be responsible for leading the Alliance sales activity by delivering against defined sales and pipeline targets. You’ll build relationships with top priority clients for joint alliance pursuits and drive sales directly in the market. You’ll be a subject matter expert on the alliance program, MSFT powered transformations and solutions and the joint EY-MSFT value proposition. You will have expertise and experience in MSFT technologies, working with the MSFT channel teams on sales & GTM motions, developing/maintaining relevant alliance partner relationships and able to lead pursuits independently through qualification phase if needed. Your time will be primarily focused on external selling, actively engaging with MSFT, your client(s) and EY account and industry leadership

To qualify for the role, you must have

  • 12 to15+ years of quota carrying sales experience in professional services, solutions, and technology.
  • Direct and MSFT channel sales experience
  • Experience selling enterprise solutions to Consumer Products and Retail clients.
  • Services sales experience working at Big 4 firm or other GSI.
  • Knowledge and expertise across top Microsoft technologies including but not limited to Azure/cloud, Data & AI, cyber and Power Platforms
  • Expert client management and relationship skills, strong executive presence, and expertise in influencing without authority.
  • Expert knowledge of EY’s Alliances, products and services
  • Solid understanding of the marketplace/industry, competitive intel, and target account profiles information
  • Strong ability to handle and resolve conflict.
  • A University/bachelor’s degree

Ideally, you’ll also have

  • Technical IT background and/ or delivery management leadership experience
  • Strong coaching and mentoring skills
  • Team selling experience.
  • Ability to travel.

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 $221,410 to $280,070 plus participation in an incentive compensation program applicable to Sales Executives. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $265,650 to $318,290 plus participation in an incentive compensation program applicable to Sales Executives. 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.


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EY

EY Legislative & Regulatory Policy Assistant Director Associate United States, District of Columbia, Washington

Limitless High-tech career opportunities - Expoint
Assists team with development and execution of the EY Office of Public Policy strategy, including engagement with Washington policymakers and other stakeholders. Develop subject matter expertise in policy areas critical...
Description:

Legislative & Regulatory Policy, Assistant Director or Associate Director

As a Legislative & Regulatory Policy Assistant Director or Associate Director, you’ll be responsible for assisting the legislative and regulatory teams within the Office of Public Policy; monitoring, communicating, and shaping legislative and public policy activity. Must have demonstrated experience understanding policy-making processes and ability to develop written content for internal use in a fast-paced, deadline-oriented environment. Also must have strong professional networking and public policy advocacy skills.

Your key responsibilities

  • Assists team with development and execution of the EY Office of Public Policy strategy, including engagement with Washington policymakers and other stakeholders.
  • Develop subject matter expertise in policy areas critical to the firm, including covering congressional hearings and other related events as warranted.
  • Produces written deliverables for internal use and distribution.
  • At times, assists EY legislative team and/or EYPAC representative in political activities relevant to the firm’s priorities.
  • Responsible for communications distribution channel management.

Skills and attributes for success

  • Demonstrated understanding of US congressional and administration policy-making processes, including an understanding of the roles and decision makers in the Executive agencies, the White House, the Senate and the House, as well as the role of think tanks and associations.
  • Proven research, writing and editing skills.
  • Ability to work under tight deadlines.
  • Able to learn and utilize communication tools and techniques available within the firm
  • Ability to work with minimal supervision in a fast-paced, deadline-oriented environment
  • Receives general supervision and works independently within the area of expertise.
  • Must be able to independently monitor events, understand critical points and summarize for distribution within EY.
  • Through monitoring of legislative and public policy issues that affect the profession, be able to anticipate policy trends and help formulate advocacy strategies.

To qualify for the role, you must have

  • A Bachelor’s degree or equivalent experience
  • 8-10 plus years of relevant experience, experience on Capitol Hill, lobbying or regulatory policy for the Assistant Director rank.
  • 10-12 plus years of experience years of relevant experience, experience on Capitol Hill, lobbying or regulatory policy for the Associate Director rank.
  • Must be able to attend EY and client events some evenings and weekends.
  • Ability to work in the EY Washington DC office multiple days a week.

Ideally, you’ll also have

  • Financial services policy experience a plus.

What we look for

We’re interested in individuals with an inquisitive and agile mind and a broad and extensive knowledge of public policy. If you’re aiming to develop and implement policy strategy and influence change, all while developing your own career, this role is for you.

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 $105,200 to $196,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $126,200 to $223,500. 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.


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EY

EY Tax Senior Manager - Accounting Compliance & United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Conducting In-depth Market Analysis: Take charge of conducting thorough and exhaustive market research, employing various analytical tools and methodologies to develop insights on different markets. Contributing to Strategic Projects :...
Description:


What is important to us

We know you're just starting your career. But here are a few things that are important for this job:


Responsibilities:

  • Conducting In-depth Market Analysis: Take charge of conducting thorough and exhaustive market research, employing various analytical tools and methodologies to develop insights on different markets.
  • Contributing to Strategic Projects : Actively participate in strategic initiatives aimed at market entry, growth, and expansion plans.
  • Preparing Detailed Analyses: Develop detailed analytical reports and presentations encompassing findings from market analyses, feasibility studies, and strategic recommendations.
  • Display Problem-Solving Thinking: Apply a problem-solving mindset to dissect complex challenges encountered during market entry evaluations or strategic projects.
  • Strategic Input and Execution: Offer strategic input and assist in the execution of growth plans, mergers, or acquisitions.
  • Continuous Learning and Team Collaboration: Embrace a proactive approach to learning, keeping abreast of industry trends, market dynamics, and emerging technologies.


Qualifications:

  • You have completed a university degree (or you will complete it in this academic year).
  • You are interested in strategy consulting and, ideally, have previous experience in consulting.
  • You speak and write English well, as we are a regional team and all communication is in English.
  • You exhibit common sense and can stay level-headed during periods of complex and intense work. Often, you will need to rapidly familiarize yourself with unfamiliar topics.
  • And most importantly, it must be a good match . You will spend a lot of time with us, so you must get along with the team personally.

Preferred Qualities:

  • Global Perspective: An appreciation for diverse cultures and a global mindset that enables understanding and navigating international markets effectively. This includes sensitivity to cultural nuances and an openness to exploring opportunities beyond regional boundaries.
  • Adaptability to Ambiguity: Proven capacity to thrive in ambiguous situations or uncertain environments, showcasing resilience and adaptability while maintaining focus and clarity in complex and ever-evolving scenarios.
  • Leadership Potential : Display signs of leadership potential, whether through prior leadership experiences, initiative-taking, or the ability to influence peers positively, indicating the potential to grow into leadership roles within the team.
  • Client Relationship Skills: A natural inclination or demonstrated ability to build strong interpersonal relationships, fostering trust and credibility through effective communication, understanding client needs, and delivering high-quality service.
What we offer

We offer an attractive starting salary with an annual bonus if your work goes well. Additionally, we provide benefits that will surely please you:

  • Time off: 6 weeks of leave to recharge.
  • Referral reward: Earn from 10,000 to 70,000 CZK for referring a new colleague.
  • Benefit points: 30,000 CZK on Benefity.cz to spend as you wish. For example, you can purchase a Multisport card, shop for gifts, or book a trip on Slevomat.
  • Professional development : You will continuously learn and develop your skills with us. We offer a unique professional development program and a wide range of courses in our learning map. You can access the educational portal Udemy.com, and we offer language courses. Our colleagues will provide support in the form of counseling and internal coaching.
  • Employee discounts : Enjoy discounted offers on a wide range of services. Discounts are available at Fruitisimo, Sushi Time, and the BodyBody fitness center, amongst others.
  • Health and care: Gain access to fast and convenient online consulting at uLékaře.cz from qualified doctors.
  • Teamwork and fun: With us, it's not just about work, but also about fun and team cooperation. We frequently organize team events such as dinner or bowling, alongside company parties and other great events that strengthen our team atmosphere. You can also participate in CSR activities.
What to expect after submitting your application
  • The first step is the entrance tests , which you will complete online. There will be three in total: English, numeracy and logical thinking, and cognitive thinking. You will have a week to complete these tests, and we appreciate timely submissions.
  • The second round is an online meeting with our recruiter Karolina, where you will discuss all the necessary details of the position.
  • Subsequent rounds are online interviews with Strategy & Execution team members where you will receive a brief introduction from one of our colleagues, followed by a case study. These rounds will also include questions relating to personal fit. They are a great opportunity to meet and interact with your potential future team members.
  • The final part of the selection process is a short online call with the team partner.
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EY

EY Senior Commercialization Architect Associate Director United States, Texas, Dallas

Limitless High-tech career opportunities - Expoint
Provide leadership, execution and accountability of the product and service commercialization factory including connecting the product, monetization, pricing and commercial models across Top End Audit, Transformations, Managed Services, and other...
Description:

Senior Commercialization Architect, Associate Director

Supporting the commercialization process, the role builds the frameworks, processes, methods, tools, and governance to facilitate the Go-To-Market (GTM) monetization transformation from input‑based, effort-driven, cost‑plus margin monetization into client value‑driven, output- and outcome‑based models, that appropriately share in all sources of value: efficiency, effectivness and enablement. The role leverages deep knowledge of product‑led growth (PLG) motions for digital/AI-native/tech-native/standardized products such as GBB (Good, Better, Best), free trial, and upsell/cross-sell and sales‑led growth (SLG) motions for services-oriented engagements such ROI calculators and value tables, when combined with historical professional services GTM motions, creates new, innovative, market leading positioning, packaging and monetization that accelerates our firm’s profitable growth ambitions.

Your key responsibilities

  • Provide leadership, execution and accountability of the product and service commercialization factory including connecting the product, monetization, pricing and commercial models across Top End Audit, Transformations, Managed Services, and other business models, as needed.
  • Create clarity from ambiguity, working with minimal data and available information, uncover leverage point(s) early in the commercialization process to swiftly identify, position, and monetize client value in support of accelerating profitable growth (increased revenue, expanded margins, improved win rates)
  • Identify and align the value metric (business impact the client receives by using the product or service), the usage metric (the amount of product or service consumed by the client), and the pricing metric (how the client is invoiced, how the total price is calculated) in a way that meets the criteria of: easily definable, consistently measurable, high client demand, high expectation to pay, and high metric density
  • Facilitate service decomposition, breaking down complex, customized, SMR-led services into configurable, modular components with defined, standard deliverables by mapping out steps in the solution value chain (inputs, activities, outputs, and outcomes) enabling monetization model maturity assessment, selection, activation, and adoption across the business
  • Define, iterate, and refine the price list for an assigned set of products/services including the monetization model, monetization metric(s), price point(s), structured/sales discounts and incentives, client value tables, associated terms and conditions, and other related items, to increase price realization, reduce discounting/margin leakage, and increasing win rate
  • Build trust-based relationships and influence decision making across internal and client stakeholders contributing to positive sum outcomes that unlock/expand client value, improve EY win rates, increase EY revenues and expand EY margins

Skills and attributes for success

  • Fluent in all aspects of cost, competitor, client willingness to pay- and client value-driven pricing strategies and how these come together in EY’s primary market pricing games of custom, power, choice and value, considering the consolidation/fragmentation of buyers, competitor offer intensity, and choice architecture to influence client decision making
  • Proven track record designing, modelling, shaping and structuring Top-end audit, transformations, and managed services utilizing innovative monetization and commercialization approaches aligned with the client’s value chain
  • Robust knowledge of behavioral science such as prospect theory, loss aversion, anchoring and adjustment, cognitive load, framing, and choice architecture (options)
  • Able to simplify the complex, establish credibility quickly and swiftly build trust-based influence with senior stakeholders while navigating the availability of limited/ambiguous information
  • Collaborate effectively across a matrix organization showcasing pursuit and relationship management skills to deliver a high-quality work product while navigating conflicting interests

To qualify for the role you must have

  • 12+ years of experience in professional services pricing/commercials, strategy consulting, corporate development and/or SaaS/Product commercialization
  • Expert proficiency in financial modelling, monetization, pricing, accounting, budgeting and associated metrics
  • Knowledge of qualitative and quantitative price setting and optimization techniques such as A/B testing, conjoint analysis, Gabor-Granger, Price Elasticity of Demand, Van Westendorp, and price laddering
  • University/Bachelors’ degree or equivalent qualification required

Ideally, you’ll also have:

  • MBA or master’s degree (or equivalent qualification) in Business or related field preferred
  • As the job involves responding to clients' needs and varying time zones, flexible hours are regularly required
  • Limited to moderate travel will be required

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 $181,800 to $350,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $218,200 to $397,700. 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.


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EY

EY Alliance Sales Executive Associate Director - IBM Financial ... United States, New York, New York

Limitless High-tech career opportunities - Expoint
10-12 years of quota carrying sales experience in professional services, solutions, and technology. Direct enterprise and alliance channel sales experience. Experience selling enterprise solutions to Financial Services organizations (Banking, Capital...
Description:

Your key responsibilities

As an IBM Alliance SE, you’ll be responsible for leading Alliance sales activity by delivering against defined sales and pipeline targets. You’ll build relationships with top priority clients for joint alliance pursuits and drive sales directly in the market. You’ll be a subject matter expert on the alliance program; IBM powered transformations and solutions and joint EY-IBM value proposition. You will have expertise and experience in the IBM platform and solutions including but not limited to: Apptio, Watson, RedHat, SW AG and Hashicorp, their sales & GTM motions, developing/ maintaining relevant alliance partner relationships and able to lead pursuits independently through qualification phase if needed. Your time will be primarily focused on external selling, actively engaging with IBM, your client(s) and EY account and industry leadership.

To qualify for the role, you must have

  • 10-12 years of quota carrying sales experience in professional services, solutions, and technology.
  • Direct enterprise and alliance channel sales experience
  • Experience selling enterprise solutions to Financial Services organizations (Banking, Capital Markets, Insurance and Wealth and Asset Management)
  • Services sales experience working at a Big 4 firm. Accenture, IBM or other GSI
  • Experience teaming with other system integrators around joint services solutions.
  • Knowledge and expertise of IBM technology solutions and platforms
  • A proven record of selling complex digital, technology and/or managed services solutions to the "C" level of Fortune 500 companies.
  • Expert client management and relationship skills, strong executive presence, and expertise in influencing without authority.
  • Knowledge of EY’s Alliances, products and services
  • Solid understanding of the marketplace/industry, competitive intel, and target account profiles information
  • Strong knowledge of current and emerging sales tools, methodologies and go-to-market models including social media.
  • Strong sector or technical content expertise
  • Strong ability to manage and resolve conflict.
  • A University/bachelor’s degree

Ideally, you’ll also have

  • An advanced degree or MBA
  • Technical IT background
  • Delivery management leadership experience
  • Selling experience with IBM’s recent acquisitions (Redhat, Apptio, SW AG, Hashicorp) solutions
  • AI solution selling experience, ideally with IBM watsonx products.
  • Joint services experience.
  • Strong coaching and mentoring skills
  • Team selling experience.
  • Ability to travel.

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 $221,410 to $280,070 plus participation in an incentive compensation program applicable to Sales Executives. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $265,650 to $318,290 plus participation in an incentive compensation program applicable to Sales Executives. 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.


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Limitless High-tech career opportunities - Expoint
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...
Description:

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.


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Include details that would be attractive to a potential applicant. Accounting Associates with Expoint are an integral part of our team. We are looking for motivated and talented individuals who have a passion for transforming numbers into comprehensive reports and strategic insights. With Expoint, our associates have the opportunity to take part in a unique and specialized role. We need accounting associates who possess the ability to research complex material, think critically, and effectively communicate their findings. We welcome the challenge of new and innovative ideas, and the opportunity to make an impact within the tech industry. Candidates must have a strong understanding of accounting principles, including but not limited to 10Ks, balance sheets, P&Ls, and other financial documents. They should also be able to identify discrepancies, accurately analyze data, and present it in an effective manner. Our associates also undertake a wide range of administrative projects and support complex accounting operations. They must be responsive, organized and communicative – possessing the ability to stay abreast of the ever-changing tech industry. It is essential that they are capable of working independently, collaborating with teams and utilizing available resources to find solutions to the challenges that arise. We offer a great work environment that is both supportive and challenging. Our associates have the chance to be part of a vibrant, tech-centric community as well as advance their careers. We value a diverse and inclusive culture that fosters creativity, inspires growth and welcomes ideas beyond the status quo. Join Expoint today and take your accounting career to the next level.