In-House

Woodland Hills, CA, United States

Tax Senior - FSO - Fiduciary Trust and Estate Tax Administration Services

Legal Staff

Min 8 yrs required

Full-time

No

Tax Senior - FSO - Fiduciary Trust and Estate Tax Administration Services The candidate will prepare complex trust & estate fiduciary accountings; manage client relationships; maximize operating efficiency; and maintain profitability. Responsible for the preparation of complex trust and estate accountings and perform complex calculations and reconstruction when required. Research of state specific principal and income acts when needed. Manage client relationships and retaining client goodwill, and participation in business development initiatives, when requested and build relationships with potential new clients. Commitment to client satisfaction by providing timely and effective responses to client needs and compliance requirements, thereby enhancing long-term working relationships. Build and maintain strong relationships with internal groups to assist with cross-selling FTEAS and other 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. Complete self-study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements. Meet all required deliverable deadlines. Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections.

Requisition ID: 1543485

Qualification and Experience The candidate should have a Bachelor's degree in Accounting, Finance, or similar discipline. CPA or paralegal is a plus. Must have 8+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm. Experience working with complex assets and large trusts and estates is required. Experience working with family offices is a plus. Excellent technical fiduciary accounting skills are preferred. Experience at reviewing IRS Forms 706, 1041 and K-1s is desired. Understanding of complex investments and tax concepts is a plus. Understanding of trust structures and trust terminology is ideal. Should preferably have the ability to review and interpret trust agreements and estate planning documents. Ability to research state specific principal and income acts and other relevant state laws would be an asset. Should be proficient with software applications, including Microsoft Word, Excel, company specific systems and fiduciary trust software. Understanding of fiduciary tax law and concepts required to prepare fiduciary/court accountings is ideal.

Legal

Hiring Coordinator
Ernst & Young Global Limited
21800 Oxnard Street
Suite 500
Woodland Hills, CA 91367
Phone: 818-703-4700
Fax: 818-347-9235