Legal Staff Paralegal in Woodland Hills, CA

In-House

Woodland Hills, CA

Legal Staff Paralegal in Woodland Hills, CA

Legal Staff

Min 8 yrs required

No

Tax Manager - FSO - Fiduciary Trust & Estate Tax Administration Services

Location: New York (other locations available in the region)
Salary: Competitive
Job Title: Tax Manager - FSO - Fiduciary Trust & Estate Tax Administration Services
Experience: 8+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm

Overview:

- EY is a global professional services firm with a dedicated business unit, Financial Services Organization (FSO), focused on serving the financial services industry.
- The FSO team works with a range of clients, from established institutions to new entrants, in areas such as Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
- The Fiduciary/Trust & Estate Tax Administration Services (FTEAS) team provides fiduciary/court accounting services for trusts and estates, serving a variety of clients including banks, law firms, family offices, and individual and professional trustees.
- The Senior Manager role is a leadership position responsible for technical review of complex trust and estate accountings, managing client relationships, business development, staff supervision and development, and ensuring compliance with EY processes and procedures.

Responsibilities:

- Technical preparation and review of complex trust and estate accountings, including performing calculations and research when needed.
- Managing client relationships and actively participating in business development efforts, such as sales calls, client presentations, and marketing events.
- Building relationships with potential new clients and attending industry conferences and events.
- Ensuring client satisfaction by providing timely and effective responses to client needs and compliance requirements.
- Providing pricing estimates for new accounting work and ensuring compliance with EY processes and procedures.
- Building and maintaining relationships with internal EY groups to cross-sell FTEAS and other EY lines of business.
- Facilitating communications and providing assistance to team members.
- Developing operational efficiencies to deliver high-quality services and work products.
- Contributing to a flexible, stable, and team-oriented working culture.
- Completing self-study courses to maintain and enhance knowledge of fiduciary accounting and software applications.
- Reviewing and monitoring engagement profitability and workload assignments.
- Ensuring timely and accurate billing and following up with clients regarding bill collections.

Scope and Impact:

- The Manager role involves making decisions related to the interpretation of trust documents, reviewing and interpreting accounting concepts and state/local filing requirements, developing processes, and ensuring compliance with EY practices and procedures.
- This role also involves utilizing technical knowledge and industry experience to review and provide final sign-off on accountings, and successfully managing staff and engagements.

Required Technical/Professional Skills & Competencies:

- Excellent verbal and written communication skills.
- Strong technical fiduciary accounting skills.
- Experienced with reviewing IRS Forms 706, 1041, and K-1s.
- Understanding of complex investments and tax concepts.
- Knowledge of trust structures and 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, leadership, and client interaction skills.
- Proficient with Microsoft Word, Excel, and fiduciary trust software.
- Thorough understanding of fiduciary tax law and concepts.
- Bachelor's degree required; graduate degree preferred; CPA or paralegal a plus.

What we offer:

- Competitive salary range of $102,100 to $187,000, with higher ranges available in certain locations.
- Comprehensive compensation and benefits package, including medical and dental coverage, pension and 401(k) plans, and a range of paid time off options.
- Flexible working model, with an expectation for most client-facing roles to work in-person 40-60% of the time.
- Flexible vacation policy, allowing employees to decide how much time off they need based on personal circumstances.
- Continuous learning opportunities to develop skills and mindset.
- Success defined by individual goals and provided with tools and flexibility to make a meaningful impact.
- Transformative leadership training and coaching.
- Diverse and inclusive culture that embraces individuality and encourages employees to use their voices to help others find theirs.

Join the FTEAS team at EY and help build a better working world. Apply now!

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