United States, Illinois, Real Estate Accountant jobs
EY Services Manager - Fiduciary/Trust & Estate Accounting United States, New York, New York
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
EY EY-Parthenon - Strategy Execution Corporate Real Estate Dire... United States, Illinois, Chicago
Share
Senior Consultant – Finance SAP Controlling
At EY, we’re all in to shape your future with confidence.
Se cerchi un percorso di crescita in un contesto internazionale dove le tue idee contano davvero, sei nel posto giusto. In EY puoi dare forma alla tua carriera e contribuire a costruire un mondo del lavoro migliore, insieme a chi lo sta già trasformando ogni giorno.
Perché candidarsi in EY:
Lo abbiamo chiesto a chi ci lavora già! Questi i fattori più influenti:
- Formazione continua : oltre 50 ore di corsi tecnici e manageriali all’anno previsti per ciascuna persona;
- Investimento sulle competenze del futuro : onboarding, strumenti e corsi sull’Intelligenza Artificiale e non solo, disponibili per tutti, non solo per le figure tech;
- Sviluppo e progressione di carriera : solo negli ultimi 12 mesi, oltre la metà delle persone di EY si è vista riconoscere un avanzamento di carriera;
- Mobilità e opportunità internazionali, compresa la possibilità di lavorare in smart working dall’estero fino a 20 giorni senza essere in trasferta;
- Lavoro ibrido senza giornate prestabilite centralmente;
- Un network internazionale su cui poter contare.
Abbiamo l’opportunità che fa per te! Ecco di cosa ti occuperai
Nel team Finance della Sub Service Line Business Consulting ti interfaccerai con clienti nazionali e internazionali appartenenti a numerose Industry (Manufacturing, Energy, Consumer Goods, Pharma, Automotive, Telco, etc).
Siamo alla ricerca di un Senior Consultant che si occuperà di:
Progetti in ambito Pianificazione e Controllo di Gestione, con particolare enfasi sull’analisi funzionale di processi relativi a:
- Pianificazione strategica e operativa,
- Elaborazione e predisposizione del budget aziendale,
- Gestione e aggiornamento delle previsioni di forecast;
Disegno di modelli di controllo, di reporting e di analytics;
Ottimizzazione dei processi e di modelli di reporting e di pianificazione;
Disegno di modelli di consolidato e di corporate reporting;
Coordinamento risorse junior e gestione del cliente.
Le skills che stiamo cercando:
- Conoscenza approfondita dei processi di controllo di gestione (e.g., planning e budgeting, variance analysis, managerial closing e riconcilation bridge, e fast closing)
- Capacità di disegno di modelli di controllo aziendale (anche con trasformazione tecnologica e TOM)
- Competenza in ambito Material Ledger e Product Costing
- Conoscenza di SAP con particolare focus sul modulo CO (Competenze in ambito FI/MM e PS saranno considerate un plus)
- Esperienza nella gestione di progetti IT come Project Manager con comprovata capacità di pianificazione e gestione delle risorse
- Leadership e coordinamento del team
- Almeno 4 / 6 anni di esperienza
- Conoscenza lingua inglese
- Conoscenze di piattaforme di EPM (e.g., Tagetik) saranno considerate un plus
Cosa ti offriamo:
In EY, ti aiutiamo a continuare a sviluppare le competenze del futuro e a vivere esperienze a livello globale. Avrai la possibilità di crescere in un ambiente flessibile e mostrare il tuo talento in una cultura diversificata e inclusiva, con team globali e connessi.
Avrai l’opportunità di:
- partecipare a progetti di ogni tipo per clienti di ogni settore ;
- accedere a migliaia di ore di formazione per accrescere le tue competenze tecniche e il tuo talento personale;
- essere supportato/a da un Counselor nel tuo percorso professionale;
- usufruire di una policy smartworking flessibile e della possibilità di lavorare dall’estero;
- accedere a benefits e programmi di welfare aziendale diversificati .
In EY crediamo che ciascuna persona porti con sé qualcosa di unico:
Le tue esperienze, ambizioni e prospettive contribuiscono a creare un ambiente in cui l’unicità di ognuno diventa la nostra forza collettiva.
Promuoviamo una cultura inclusiva, dove tutte le voci sono ascoltate e valorizzate: Together, all in.
Valorizziamo ogni forma di unicità — età, genere, abilità, esperienza, cultura, orientamento sessuale, religione, disabilità e background socioeconomico — e assicuriamo che tutte le nostre offerte siano aperte anche a persone con disabilità, in linea con la legge italiana L.68/99.
Per offrirti la migliore esperienza possibile nel processo di selezione, ti invitiamo a segnalarci eventuali esigenze o supporti di cui potresti avere bisogno.
EY | La nostra missione? Building a better working world
EY sta costruendo un mondo del lavoro migliore, creando nuovo valore per i clienti, le persone, la società e il pianeta, rafforzando al contempo la fiducia nei mercati finanziari.
Grazie ai dati, all’intelligenza artificiale e alle tecnologie avanzate, i team EY aiutano i clienti a dare forma al futuro con fiducia e a trovare soluzioni alle sfide più urgenti di oggi e di domani.
EY offre un’ampia gamma di servizi: revisione, consulenza, fiscalità, strategia e operazioni straordinarie. Grazie a una profonda conoscenza dei settori, a una rete globale multidisciplinare e a un ecosistema di partner diversificato, i team EY operano in oltre 150 Paesi e territori.
These jobs might be a good fit
Ebay Senior Accountant United States, Texas, Austin
Share
- Be a trusted and relevant Controlling partner across cross functional groups such as Finance, Accounting Policy, Tax, Legal, Shared Services, Systems, and teams across the TCGplayer and Roca Robotics Organizations.
- Support key business initiatives through identification of global and local accounting requirements and ensure implementation of relevant financial controls, processes and automated solutions. This includes concept development, requirements identification, user testing and production implementation.
- Assess SOX implications, modify and implement controls as appropriate, and conduct accounting process reviews.
- Conduct ongoing reviews of accounting processes, internal controls, and overall efficiency to drive process improvements through automation, streamlining and best practices.
- Prepare and post accurate journal entries, ensuring a well-organized and GAAP/SOX compliant general ledger.
- Support month-end, quarter-end and year-end closing processes through reconciliations, accruals, revenue recognition, and reporting activities.
- Maintain comprehensive documentation to support internal controls and external audits.
- Identify and implement opportunities to streamline workflows and improve efficiency across accounting functions.
- Contribute to special projects and provide ad-hoc analyses that drive strategic decision-making.
- Dedication to working our Hybrid model with 3 days per week in our Austin, Texas office.
- 3+ years’ experience in Accounting. Experience in public accounting or at a large growth company and a CPA is a plus.
- Education: Bachelor’s Degree or equivalent experience
- Proven understanding of US GAAP, local accounting and regulatory requirements, SOX and standard financial procedures and safeguards.
- Effective communication skills - including the capability to listen to the needs of others, articulate issues in a clear and concise manner, and present findings as well as recommendations in both oral and written presentations.
- Proven analytical and problem-solving skills, and experience applying these skills to resolve operational accounting process and system issues.
- Customer focus and the ability to optimally collaborate and influence in a cross-functional environment; including working with all levels and in multiple locations.
- Confident with initiating and responding to change; demonstrated ability to leverage systems to improve accounting processes and controls.
- Ability to set priorities, balance multiple tasks, and deliver results in a fast paced and dynamic environment.
- Ability to take ownership of tasks, making sure tasks are accurate and executed on time.
- Proven experience with ERP systems
The base pay range for this position is expected in the range below:
$70,000 - $120,700These jobs might be a good fit
EY Tax Accountant - GCR FSO WAM Manager Multiple Positions United States, New Jersey
Share
Tax Accountant, Tax, Global Compliance Reporting (Financial Services Office - Wealth and Asset Management) (Manager) (Multiple Positions) (1654872), Ernst & Young U.S. LLP, Hoboken, NJ.
Full time employment, Monday – Friday, 40-45 hours per week, 8:30 am – 5:30 pm.
MINIMUM REQUIREMENTS:
Must have a Bachelor's degree in Accounting, Finance, Tax, Law, Business Administration or a related field, and 5 years of post-bachelor’s, progressive related work experience; OR a Master's degree in Accounting, Finance, Tax, Law, Business Administration or a related field, and 4 years of related work experience.Must have 4 years of experience in private equity structuring taxation.Must have 4 years of experience in managed investment vehicles for the financial services industry.Must have 4 years of experience in federal income taxation.Must have 4 years of experience in federal or state and local tax.Must have 4 years of experience in reviewing partnership book/tax allocations including incentive fee re-allocation, side pocket, transfer partnership interest, and/or fill up/down.Must have US CPA certification, or US state bar membership.Employer will accept any suitable combination of education, training, or experience.
What we offer
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 for this job is $146,060.00 per year. 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.
•: You’ll develop the mindset and skills to navigate whatever comes next.
•: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
•: We’ll give you the insights, coaching and confidence to be the leader the world needs.
•: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".
These jobs might be a good fit
EY Services Senior Manager - Fiduciary/Trust & Estate Accountin... United States, New York, New York
Share
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 Consultor/a Transactions Real Estate Madrid United States, New Mexico
Share
CTM Senior – DevSecOps
As part of our Cyber Security team, you will help secure cloud/on-prem applications and platform while ensuring seamless development, build and deployment capabilities. You will be responsible for the security assessment of infrastructure and applications, setting up processes and guidelines. You will work closely with DevOps, architects, developers and QA teams to build highly reliable and secure products. You shall also perform in-depth analysis of security test results and create report that describes findings, exploitation procedures, risks and recommendations.
Your key responsibilities
- Expertise In executing large scale application security programs
- Expertise in Shift left security concept and security in DevOps
- Understanding of agile software development principles and security practices
- Convey complex technical security concepts to technical and non-technical audiences including executives.
- Strong knowledge of software supply chain vulnerabilities and the ability to effectively communicate methodologies and techniques with development teams
- Provide technical leadership and advise to junior team members on application security engagements.
- Develop automated solutions that mitigate risks throughout the organization.
- Support policies and vulnerability analysis using application security testing infrastructure including (SAST, DAST, SCA, IAST, and API Security)
- Ensure these tools deliver maximum value for both security and developer stakeholders.
- Support integration and automation efforts to ensure that security testing is an integral and painless part of code development.
- Partner with and train developers in how to deliver secure code.
- Track, prioritize and drive remediation of code vulnerabilities.
- Develop and foster effective working relationships within both Security and IT teams to ensure that projects are delivered securely and on-time.
Skills and attributes for success
- Experience with performing manual and automated SAST assessments.
- Experience with scripting / programming skills (e.g., Python, PowerShell, Java, Perl etc.) updated and familiarized with the latest exploits and security trends.
- Familiarity with dynamic web application vulnerability scanning tools and services (Acunetix, HP WebInspect, HCL AppScan, BurpSuite)
- Familiarity with static code analysis tools and services (CheckMarx, Snyk, Fortify Static Code Analysis tool, Veracode, Coverity, IBM AppScan Source)
- Experience in developing a DevSecOps CI/CD pipeline completely using open source tools.
- Experience with SCM tools like Github, Gitlab, Bitbucket and their ability to integrated with CI/CD pipelines by using webhooks, actions, etc.
- Experience with implementing different phases of CI/CD like secret scanning, SAST, SCA, DAST, Infrastructure as code, compliance as code, vulnerability management.
- Optimizing the pipeline to produce the best results and ability to plan a maturity model for the DevSecOps program.
- Understanding of web-based application vulnerabilities (OWASP Top 10).
- Experience with scripting / programming skills (e.g., Python or PowerShell or Java or Perl etc.).
To qualify for the role, you must have
- BE/ B.Tech/ MCA.
- Minimum of 3 years of full-time work experience in SAST, SCA, DAST and DevSecOps.
- Knowledge of Windows, Linux, UNIX, any other major operating systems.
- Strong Excel and PowerPoint skills.
Ideally, you will also have
- Familiarity with programming languages such as Java, JavaScript, Python and Angular
- Strong knowledge of relevant Security Standards (OWASP) and how to apply them to the software development lifecycle in a large agile environment.
- Experience performing security analysis on web applications and APIs.
- Experience working in an Agile environment.
You get to work with inspiring and meaningful projects. Our focus is education and coaching alongside practical experience to ensure your personal development. We value our employees and you will be able to control your own development with an individual progression plan. You will quickly grow into a responsible role with challenging and stimulating assignments. Moreover, you will be part of an interdisciplinary environment that emphasizes high quality and knowledge exchange. Plus, we offer:
- Support, coaching and feedback from some of the most engaging colleagues around
- Opportunities to develop new skills and progress your career
- The freedom and flexibility to handle your role in a way that’s right for you
These jobs might be a good fit
EY Service Delivery Center - EY Comply Real United States, Georgia
Share
Service Delivery Center – Financial Services Organization – A&A - Real Estate Fund Accounting
We are seeking a motivated Analyst to join our Service Delivery Center (SDC) Fund Accounting and Administration practice in Real Estate Fund Accounting. In this role, you will provide essential financial and management accounting support for real estate funds and help our clients meet regulatory, tax, and financial statement reporting requirements through our proprietary EY-developed technology platform. Additionally, you will help contribute to the development of junior team members.
Your key responsibilities
- Understand the intricacies of Real Estate fund operations and financial statement reporting
- Perform critical accounting activities, including capital calls, valuations, and transaction processing
- Collaborate with team members to gather and organize client data for reporting purposes
- Support the preparation of financial statements and reporting packages
- Be part of defining new procedures and controls to enhance the overall operational risk process
- Contribute to the technical development of the team by sharing knowledge and best practices
- Seek feedback and guidance from team leadership to enhance personal and team performance
- Drive high-quality work products within expected timeframes and budget
- Assist with managing risks and ensuring key stakeholders are kept informed about progress and expected outcomes
- Stay current on business and industry trends relevant to our clients, including the latest Real Estate fund structures and investment record keeping standards
s and attributes for success
- Understanding of processes and ability to execute detailed procedures based on knowledge of fund controllership, investment books and records, and/or financial statement processes, and regulatory filing principles
- Knowledge of Real Estate fund characteristics and the application of regulatory and financial reporting rules to those investments
- Critical thinking and problem-solving skills
- Ability to deliver client requirements in a regulatory-driven environment, process improvements, and understand operationally complex fund accounting principles
- Ability to develop relationships with team members across multiple geographic locations and time zones
To qualify for the role, you must have:
- Bachelor’s degree in accounting, finance, or a related field
- A minimum of 2 years of relevant experience in tax and/or accounting, preferably with a focus on Real Estate funds
- Analytical skills, especially an understanding of transaction posting, and investment trial balance debits and credits related to fund controllership, investment books and records and asset management
- Strong proven communication skills
- Proficiency in Microsoft Office Suite and willingness to learn firm-specific technologies
- An interest in working in an environment which encourages continuous learning, development and identification of opportunities for improvement of individual and team performance
Ideally, you’ll also have:
- CFA/ CPA (candidate)
- Effective project management, and organizational skills
- Experience working alongside colleagues at all levels of business
- Strong interest in regulatory reporting requirements or financial statement reporting
- Experience related to fund accounting, including the ability to conduct technical review and interpretation of SEC rules, regulations, FAQs
- Experience with software tools including document management systems, workflow systems, partnership accounting, investment accounting such as Yardi, eFront, Investran, or other investment sub-ledger software
What we look for
We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. 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. 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.
- Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next
- Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way
- Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs
- Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs
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 $50,200 to $102,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $60,200 to $116,600. 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
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
