EY Tax Services Manager - FSO - Private Client Services, Family Office Services in Jericho, New York
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.
This position can be anywhere in the country.
EY is the only professional services firm with a separate business unit (FSO) that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team!
We are currently seeking a Manager for the Family Office Services (FOS) practice who will be responsible for managing staff and engagements and reviewing financial statements and the related accounting/write up of cash/non-cash activity. The Manager will support the FOS Partner, Managing Director and Senior Manager levels. This person will have exposure to sophisticated financial reporting concepts and strategies and will be involved in the monitoring of such strategies. The Manager will have client contact and will be the main point of contact in some cases.
Your key responsibilities
You will review financial statements for high-net-worth individuals and their related family entities, which would include analyzing and reviewing bank/brokerage accounts as well as private equity and hedge fund capital statements. You will also be supporting the Partner, Managing Director and Senior Manager levels in fulfilling consulting/coordination services as requested by clients. In addition, you will be managing personnel to ensure workflow is progressing and managing budgeting/billing/Administrative items to ensure engagement economics are met.
Additional responsibilities include the following:
Understand key elements of client care and service
Find ways to simplify and improve work processes
Recognize business issues and uses alternative solutions to resolve them.
Look for ways to increase efficiency on engagement
Seek to enhance knowledge through technical reading, continuing education, etc
Manages risk at the engagement level, while still focusing on high-quality service.
Skills and attributes for success:
Ability to use Microsoft Excel, Microsoft Dynamics, Quickbooks
Ability to multi-task and manage multiple commitments
Ability to perform under time constraints and meet deadlines; strong sense of urgency
Excellent organizational and communication skills, demonstrating an ability to communicate with all levels of the engagement team and client personnel
Understands client’s financial situation
Is mindful of budgets and proactively works with the team to keep within budget or identify scope changes which require communication with the client
Educational background in accounting, taxation, finance, business or experience working in a family office
Promotes a professional and positive attitude
Takes ownership of work product and client engagement
Successful problem-solving and analytical skills
Identifies issues and offers solutions and recommendations
Supports firm goals, policies, and guidelines
To qualify for the role, you must have:
Bachelor’s degree in business or accounting
5 years of practical accounting experience
CPA/EA/ certified bookkeeper or ability to pass any within one year of hire;
Ideally, you’ll also have:
Proven leadership skills
Experience working alongside colleagues at all levels of business
What we look for
We are interested in leaders with a genuine creative vision and the confidence to make it happen. The successful candidate will be interested in developing their own skills while making sure to support their colleagues when they need it.
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, pension and 401(k) plans, a minimum of three weeks of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial and social well-being.
Plus, we offer:
Support and coaching from some of the most engaging colleagues in the industry
Opportunities to develop new skills and progress 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 hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Make your mark. Apply today.
What we offer
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The salary range for this job in most geographic locations in the US is $94,100 to $172,500. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $112,900 to $196,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
If you can demonstrate that you meet the criteria above, please contact us as soon as possible.
The exceptional EY experience. It’s yours to build.
EY | Building a better working world
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