Job Details

Tax Services Manager FSO Fiduciary Trust Tax Services

Company name

Ernst & Young Global Limited

Organization Type


Job Type

Non-practicing Attorney

Date Last Verified

Aug 21,2019

Valid Through

Dec 04,2019

Posted on

Jul 23,2019

Years of Experience

Min 5 yrs required


Cleveland, OH, United States

Employment Type



Practice Area
Tax >> Tax - Federal
Tax >> Tax - State & Local
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Tax Services Manager - FSO - Fiduciary Trust Tax Services
The candidate will sign tax returns as preparer. Will 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 obligations. 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 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. Support the Fiduciary/Trust Tax Services practice with the preparation and delivery of tax information statements, tax returns and related reporting for agency, custody and fiduciary accounts for tax compliance engagements with banks, wealth management firms, trust companies and law firms. Work in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role. Be the 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 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.

Qualification and Experience

The candidate should have a Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics. CPA or EA certification or membership in the Bar is required. Must have 5+ years of experience in a professional services or tax services organization, and 2 years of experience with fiduciary tax law concepts and with preparing US federal and state fiduciary tax returns. Should be proficient in computer software applications, including MS 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 is needed. Must be proficient in reading and interpreting trust agreements. Knowledge of and interest in taxation, trusts and estates, wealth planning and fiduciary income taxation is essential. Good technical experience in fiduciary accounting matters is required.

Additional info

Ref. #: COL001D5

Company info

Hiring Coordinator
Ernst & Young Global Limited
1300 Huntington Building
925 Euclid Avenue
Cleveland, OH 44115-1476

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