Tax Services Manager - Financial Services - Fiduciary Trust Tax Services
EY
Buffalo New York
Salary: Neg Per Hour
Responsibilities
- Sign
tax returns as preparer
- Manage
Analysts, Senior Analysts and Assistant Managers in performance of tax
compliance services, and review and confirm accuracy in tax reporting
- Communicate
complex tax issues to colleagues, clients and non-tax professionals to
enable evaluation and review of tax compliance requirements central to
fulfilling fiduciary tax reporting obligation.Oversee multiple tax
engagements of various sizes, including coordinating production and
delivery of all tax deliverables, managing people and resources,
implementing new processes and procedures, and managing engagement
economics throughout the year
- Serve
as a trusted advisor and role model for our people across multiple teams
- Identify
service enhancements that will improve tax deliverables and engagement
economics via improved accuracy of bridged data, educating engagement team
members to provide for increased knowledge of clients’ trust accounting
systems to provide for more insightful client communication and guidance,
making sure the team is using the ONESOURCE™ Trust Tax software to its
full functional capabilities, implementing leading practices, enhancing
team members’ communication skills for continued growth and improved
service delivery, helping team members to identify gaps that need analysis
and review, and making sure team members understand the difference between
routine and non-routine service deliverables that maybe out of scope in
nature
Skills
- Ability
to identify, deploy and allocate resources as needed to fill gaps in
service delivery in a high-volume, fast-paced working environment
- Primary
point of contact for day-to-day client relations for assigned engagements
and demonstrate professional discretion by appropriately escalating
complex tax and client relationship matters to senior management and
subject-matter professionals, coordinating efforts, and managing
expectations with regard to timing of response and resolution
- Manage
internal and external client relationships and professional network to
support client retention and new business development
- Manage
communications with client tax liaisons, client trust administration teams
and client trust officers to gather required information, to share
information to support informed decision-making, and obtain instruction or
authorization necessary for timely, accurate production of tax information
statements, tax returns and related reporting
- Build
effective long-term relationships and manage workflow effectively with our
clients, and understand their unique needs to provide tailored services
- Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
Requirements
- Bachelor’s
degree in accounting, Finance, Business Administration, Tax, Law, or
Economics
- CPA
or EA certification or membership in The Bar
- Minimum
5 years of experience in a professional services or tax services
organization, 2 years of experience with fiduciary tax law concepts and
with preparing US federal and state fiduciary tax returns
- Proficient
in computer software applications, including Microsoft Word, Excel and
PowerPoint, trust accounting systems and tax software applications,
including ONESOURCE™ Trust Tax
- Thorough
knowledge of fiduciary and/or income tax law and concepts required to
prepare US federal and state tax information statements and tax returns
- Proficient
in reading and interpreting trust agreements
- Work
effectively both independently and as team leader
- Knowledge
of and interest in taxation, trusts and estates, wealth planning and
fiduciary income taxation
- Excellent
client interaction skills
- Strong
verbal and written communication skills
- Good
technical experience in fiduciary accounting matters
- Experience
managing people and projects
Job Overview
Posted Date: 25 Dec 2024
Location: Buffalo New York
Salary: Neg Per Hour
Company Information
At EY, our purpose is Building a better working world. The insights and quality services we provide help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.
Name: EY
Web: www.ey.com