In-House

Jericho, NY, United States

Legal Staff Paralegal in Jericho, NY

Legal Staff

Min 8 yrs required

No

Tax Manager - FSO - Fiduciary Trust and Estate Tax Administration Services
Duties: The candidate will play an integral role in the overall strategy and success of the FTEAS business. Responsibilities include technical review of complex trust & estate fiduciary accountings; managing client relationships; business development; supervision, training, and development of staff; recruiting; maximizing operating efficiency; and maintaining profitability. Ensure compliance with all processes and procedures including onboarding new clients and setting up new matters, complying with independence, eDocs, and technology initiatives. Handle 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. Manage client relationships and retain client goodwill. 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 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 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.

Legal