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138 jobs found
19.11.2025
EY

EY Fiduciary/Trust & Estate Administration Services Manager 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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18.11.2025
BOA

Bank Of America Loan Administration Specialist - GWIM Credit Operations United States, North Carolina, Charlotte

Limitless High-tech career opportunities - Expoint
Primary responsibility is to prepare/review documentation in accordance with bank policies and procedures. Independently perform research and discuss loans with line partners with confidence and knowledge. Independently works with a...
Description:

Job Description:

Job Description:

  • Primary responsibility is to prepare/review documentation in accordance with bank policies and procedures.
  • Independently perform research and discuss loans with line partners with confidence and knowledge. Independently works with a range in complexity of documentation. Interfaces with company vendors, legal counsel and line partners to ensure world-class documentation accuracy.
  • Maintain primary responsibility for accuracy of documentation, timely delivery of documents and elimination of controllable re-works. In all measurable categories maintains an acceptable level of errors.
  • Assist Market Leader in the facilitation of team meetings, training and quality review when necessary

Responsibilities:

  • Review loan documentation in compliance with bank policies and procedures.

  • Independently research and discuss loan details with line partners, demonstrating confidence and subject matter expertise.

  • Loan bookings of varying complexity and ensure world-class accuracy.

  • Maintain responsibility for input loan bookings into SOR (System of Record) and minimize controllable rework.

  • Collaborate with Client Managers, Credit and Portfolio Officers, agency management, legal counsel, and internal support units to ensure seamless transaction execution

Minimum Qualifications:

  • Minimum 2 years’ experience with commercial and/or consumer loan documentation review.

  • Familiarity with GFS and Loan IQ systems.

  • Strong written and verbal communication skills.

  • Excellent organizational and multitasking abilities.

  • Detail-oriented with a high level of accuracy.

  • Proficient in Microsoft Word and Excel.

  • Ability to work effectively in a team environment, including with remote teammates.

Skills:

  • Attention to Detail

  • Legal Structures and Legal Forms

  • Oral Communications

  • Prioritization

  • Recording/Organizing Information

  • Written Communications

  • Data Collection and Entry

1st shift (United States of America)

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09.11.2025
A

Amazon Applied Science Internship - United States United States, California, San Francisco

Limitless High-tech career opportunities - Expoint
NOTE: This position shall primarily support second shift operations (~1430hrs 2230hrs). In future, there may be rotation with first shift operations.Key job responsibilities Actively support and foster a culture of...
Description:
Description

NOTE: This position shall primarily support second shift operations (~1430hrs - 2230hrs). In future, there may be rotation with first shift operations.Key job responsibilities
- Actively support and foster a culture of inclusion.
- Own Process optimization and cost reduction initiatives for sustaining processes.
- Perform critical process reviews including Risk and Hazard assessments.
- Development and Validation of processes specific to NPI programs.
Benefits summary:1. Medical, Dental, and Vision Coverage
2. Maternity and Parental Leave Options
3. Paid Time Off (PTO)
4. 401(k) Plan

Basic Qualifications

- Bachelor’s degree in Mechanical Engineering, Industrial Engineering or related discipline.
- 5+ years’ experience in manufacturing environment and knowledge of GMP.
- Experience with Project Management tools.
- Experience in New Product Introduction environment including Phase-Gate process experience.
- Experienced CAD user, demonstrated capabilities in AutoCAD and SolidWorks.
- Experience using industry Problem Solving Tools such as 8D, Fishbone/Cause-Effect, or CAPA methodology.
- Experience using Quality & Statistical tools such as PFMEA, control charting, pareto, and histograms.
- Experience and proven skill in written and verbal business communications, organizational communications, reporting metrics.


Preferred Qualifications

- MBA or advanced Engineering degree preferred.
- Proven ability to manage and deliver projects with accelerated schedules.
- Proven analytical approach to problem-solving.
- Experience in manufacturing / process improvement (eg. Lean-Six Sigma).
- Experience with Manufacturing Execution Systems (MES), ERP systems, and Tool / Equipment programming.
- Self-motivated and able to solve problems independently and in team settings.
- Experience with Process Optimization Tools including Programming, Mapping, Simulation or various algorithms.

Show more

These jobs might be a good fit

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.


Show more
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