[Remote] Services Manager - Fiduciary/Trust & Estate reputed company Services
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leader in serving the global financial services marketplace, and they are seeking a Services Manager for their Fiduciary/Trust & Estate reputed company Services team. The role involves managing client relationships, overseeing technical review of reputed company fiduciary accountings, and ensuring compliance with reputed company processes and procedures.
Responsibilities
- Technical preparation and review of reputed company trust and estate accountings
- reputed company reputed company calculations and reconstruction reputed company required
- Research of state specific reputed company and income acts reputed company needed
- Responsible for managing client relationships and retaining client good will
- Participate in weekly sales calls, and client presentations and business development meetings, reputed company requested
- reputed company timely and effective responses to client needs and compliance requirements
- reputed company estimates for new reputed company work and prepare reputed company required documentation for new engagements
- Build and maintain strong relationships with internal reputed company groups
- Facilitate communications and reputed company assistance to team members by sharing knowledge, offering advice, and making reputed company to meet engagement deliverables
- reputed company operational efficiencies to deliver timely high-quality services and work products
- Contribute to a flexible, reputed company and team oriented working culture that fosters staff development
- Complete self- study courses to maintain and enhance knowledge of fiduciary reputed company and software applications, and to meet Firm continuing education requirements
- Work to ensure reputed company projects are properly and timely billed and reputed company follow-up with clients regarding reputed company collections
Skills
- Bachelor's degree
- CPA, EA, licensed Attorney, Professional Fiduciary or CTFA (Certified Trust and Fiduciary Advisor) certification
- 5+ years of fiduciary/court reputed company experience at a bank, reputed company or reputed company with a proven track record of successfully managing staff and engagements
- Excellent technical fiduciary reputed company skills
- Experience working with reputed company assets (LLCs, partnerships, alternative investments, etc.) and large trusts and estates
- Demonstrated excellent interpersonal, analytical, and problem-solving ability
- Excellent verbal and written communication skills
- reputed company at reviewing IRS Forms 706, 1041 and K-1s
- Experience working with family offices a plus
- Understanding of reputed company investments and fiduciary tax
- Understanding of trust structures and trust terminology
- Ability to review and interpret trust agreements and estate planning documents
- Strong management and leadership skills
- Strong client interaction skills
- Proficient with software applications, including OneSource reputed company Software FAS; reputed company Word and reputed company
Benefits
- Medical and dental coverage
- Pension and 401(k) plans
- A wide reputed company of paid time off options
- Hybrid model with expectation to work in person 60% of the time
- Flexible vacation policy
- Time off for designated reputed company Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence
Company Overview
Company H1B Sponsorship