EY People Consulting - Workforce advisory 

Canada, Ontario, Toronto 

10094644

Tax Senior Manager – Financial Services Office – Fiduciary/Trust & Estate Tax Administration Services (“FTEAS”)

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 and retaining client good will.
• Actively participate in business development including weekly sales calls, client presentations, marketing efforts and business development meetings.
• Build relationships with potential new clients. Attend industry conferences and other business development events.
• 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 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 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.

Skills & Attributes for success

• 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.
• Providing pricing estimates, follow-up on outstanding proposals and monitoring engagement and staff for efficiencies to ensure the profitability of the business.
• Responsible for compliance with EY practices and procedures ensures that FTEAS is operating within established EY guidelines, contributing to the success of the overall EY business.
• Utilizing technical knowledge and extensive industry experience, reviews and provides final sign-off on accountings based on established criteria prior to release to clients.
• Successful performance in this position is dependent on possessing strong technical skills; the management of client relationships and the engagements assigned; overseeing of staff; business development; and accuracy of pricing and delivering the engagements.

To qualify for this role

• Bachelor’s degree in Accounting, Finance, Business Administration or related discipline
• CPA, EA, licensed Attorney, Professional Fiduciary orCTFA (Certified Trust and Fiduciary Advisor) certification
• Excellent verbal and written communication skills.

• Excellent technical fiduciary accounting skills.
• Experienced at reviewing complex accountings and 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.
• 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.
• Proficient with software applications, including Microsoft Word, Excel, company specific systems and fiduciary trust software.
• Thorough understanding of fiduciary tax law and concepts required to prepare fiduciary/court accountings.

Other skills required

• 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.
• 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.