Tax Services Manager Ey Edge Fiduciary Trust Tax Services

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Tax Services Manager – EY EDGE – Fiduciary Trust Tax Services
Responsibilities: Sign tax returns as preparer. 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 our 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. Ability to identify, deploy and allocate resources as needed to fill gaps in service delivery in a high-volume, fast-paced working environment. 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 our 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.

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