Services Senior Manager - Fiduciary​/Trust & Estate Accounting Services

Services Senior Manager – Fiduciary/Trust & Estate Accounting Services

Employer:

EY

Location:

Anywhere in Country

Job Description

EY is a global professional services firm and we are looking for a senior manager to lead our Fiduciary/Trust & Estate Accounting Services.

• Technical review of complex trust and estate accountings.
• Managing teams to ensure accuracy and timely delivery of work products to clients.
• Managing client relationships and contributing to business development through sales calls, client presentations, marketing initiatives and business development meetings.
• Providing estimates for new accounting work and preparing required documentation for new engagements.
• Ensuring compliance with EY processes including onboarding, eDocs and technology initiatives.
• Building and maintaining relationships with internal EY groups.
• Developing operational efficiencies to deliver high‑quality services.
• Overseeing billing and follow‑up with clients on bill collections.
• Reviewing engagement profitability, staff efficiency and workload assignments.
• Participating in staff development, training and recruiting.

• Bachelor’s degree.
• CPA, EA, licensed Attorney, Professional Fiduciary or CTFA (Certified Trust and Fiduciary Advisor).
• 10+ years of fiduciary/court accounting experience in a bank, law firm or public accounting firm, with a proven track record of successfully managing staff and engagements.
• Excellent technical fiduciary accounting skills and experience reviewing complex accountings and IRS Forms 706, 1041 and K‑1s.
• Understanding of complex investments, tax concepts, trust structures, trust agreements and estate planning documents.
• Strong management and leadership skills.
• Excellent client interaction and business development skills.
• Strong organizational skills and proficiency with software such as Thomson Reuters FAS, Microsoft Word, Excel.
• Thorough understanding of fiduciary tax law and concepts necessary for fiduciary/court accountings.

• Experience working with complex assets, large trusts and estates.
• Experience working with family offices.
• Demonstrated interpersonal, analytical and problem‑solving ability.

Compensation ranges from $127,900 to $291,900 nationwide (varies by geography). Benefits include medical and dental coverage, pension and 401(k) plans, paid time off, flexible holiday schedule, and a hybrid work model.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status or any other legally protected basis. EY is committed to providing reasonable accommodation to qualified individuals with disabilities.