EY Tax Services Manager - National Tax Department – Fiduciary Trust Tax – Trust and Estate Tax Planning and Compliance - Open Location in United States
Tax Services Manager - National Tax Department – Fiduciary Trust Tax – Trust and Estate Tax Planning and Compliance - Open Location
Requisition # UNI00B94
Post Date Mar 21, 2018
National Tax Department – Fiduciary Trust Tax Services Manager – Trust and Estate Tax Planning and Compliance
Our National Tax Department (NTD) serves high-profile, national and multinational clients, providing a range of domestic and international transactional tax planning services and tax-related advisory services. The combination of knowledge and experience forms the basis of our ability to assist clients in meeting their business objectives. We believe that by managing our clients’ tax obligations responsibly and proactively, we can make a critical difference, and you’ll be at the heart of this mission.
You will be a trusted advisor and role model for our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you’ll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value.
Your key responsibilities
You will prepare complex Forms 1041 and state income tax returns for trusts and estates. You should have experience preparing and/or reviewing income tax returns with complex pass-through investments including family limited partnerships, publicly traded partnerships and hedge funds. You will research and prepare written tax advice regarding issues that arise with the trusts. You will also prepare Forms 706 and Forms 706-GS(T) and confirm state estate tax compliance, and you will handle postmortem planning, including selection of income tax year, IRC Section 645 election, generation-skipping transfer tax elections, income/estate tax deduction planning, choice of valuation date and IRC Section 303 redemptions.
Skills and attributes for success
Experience with the taxation and reporting of:
Oil and gas royalties and working interests
Passive and non-passive business income
Rental assets including real estate, aircraft and watercraft, and installment sales
Foreign information filings including Forms 8865, 5471, 8621 and 926
Foreign tax credit calculations on Form 1116
Reportable transactions reported on Form 8886
Withholding for foreign beneficiaries
Understanding of State Nexus for trusts
Understanding of Trust accounting income
Ability to manage, coach and develop a team of tax professionals, review work and help confirm team members have the knowledge, tools and opportunities they need to excel
Ability to identify and react to risks and opportunities to improve our services and processes
To qualify for the role, you must have
A bachelor’s degree in a related field, supported by significant tax or financial planning experience
A CPA certification or membership in the bar
A minimum of five years of work experience in professional services or with a professional tax organization
A thorough understanding of estate and wealth planning
Experience with federal and state personal and trust income tax
Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds
Experience with OneSource Trust Tax preferred
Ideally, you’ll also have
A proven record in fiduciary tax and a thorough understanding of fiduciary tax law and concepts required to prepare US federal and state returns
Strong analytical skills and attention to detail
The ability to adapt your work style to work with both internal and client team members
What we look for
We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
What working at EY offers
We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a minimum of 22 days of vacation plus 10 observed holidays and 3 paid personal days, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:
Support, coaching and feedback from some of the most engaging colleagues in the industry
Opportunities to develop new skills and progress in your career
The freedom and flexibility to handle your role in a way that’s right for you
As a global leader in assurance, tax, transaction and advisory services, we’re using the finance products, expertise and systems we’ve developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. And with a commitment to hiring and developing the most passionate people, we’ll make our ambition to be the best employer by 2020 a reality.
If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.
Join us in building a better working world.