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

Join EY as a Services Senior Manager – Fiduciary/Trust & Estate Accounting Services.

Location:

Anywhere in the United States.

At EY, we shape the future of clients and employees with confidence and integrity. EY serves the global financial services marketplace through the Financial Services Organization (FSO) and delivers fiduciary, court, and tax administration services for trusts and estates.

• Technical review of complex trust & estate accountings.
• Manage teams to ensure accuracy and timely delivery of work products.
• Maintain client relationships and actively participate in business development through weekly sales calls, client presentations, and marketing efforts.
• Provide estimates for new accounting work and prepare all required documentation for new engagements.
• Build and maintain strong relationships with internal EY groups.
• Develop operational efficiencies and deliver high‑quality services.
• Contribute to a flexible, stable, and team‑oriented working culture that fosters staff development.
• Maintain engagement profitability and workload assignments to meet deliverables.
• Ensure all projects are billed and oversee follow‑up with clients regarding bill collections.

• Bachelor’s degree.
• CPA, EA, licensed Attorney, Professional Fiduciary, or CTFA (Certified Trust and Fiduciary Advisor) certification.
• 10+ years of fiduciary/court accounting experience at a bank, law firm or CPA 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 trust structures, terminology, and state‑specific principal and income acts.
• Strong client interaction, business development, and leadership skills.
• Proficient with fiduciary accounting software – FAS and Microsoft Word and Excel.

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

• Seniority level:
  Mid‑Senior level
• Employment type:
  
  Full‑time
• Job function:
  Other
• Industry: Professional Services

• Base salary range (US): $127,900 – $291,900 ($153,400 – $331,700 for NYC, Washington, CA).
• Comprehensive compensation includes medical, dental, pension, 401(k), and paid time off.
• Hybrid model: 40–60% onsite client engagement.
• Flexible vacation policy.

EY offers equal employment opportunities and is committed to a diverse and inclusive workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, pregnancy, gender or life circumstance, disability status, or any other protected basis.

EY accepts applications for this position on an ongoing basis. For those living in California, please  for additional information.