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

Services Senior Manager - Fiduciary/Trust & Estate Accounting Services

EY is inviting candidates to join our Services Senior Manager team for Fiduciary/Trust & Estate Accounting Services.

Location:

Anywhere in Country

EY is a leader in serving the global financial services marketplace. Our Financial Services Organization (FSO) focuses on banks, law firms, family offices and other institutional clients. As a Senior Manager in FTEAS you will lead strategy, deliver high‑quality fiduciary and court accounting services, and maintain profitability and compliance across our U.S. client base.

• Technical review of complex trust and estate accountings.
• Manage teams to ensure accuracy and timely delivery of work products.
• Build and maintain client relationships.
• Participate in business development through sales calls, presentations and marketing efforts.
• Provide estimates for new accounting work and coordinate engagement set‑up.
• Ensure compliance with EY independence, eDocs and internal procedures.
• Develop operational efficiencies and oversee billing and collections.
• Contribute to a team‑oriented culture that promotes professional growth.
• Complete mandatory continuing‑education courses in fiduciary accounting.

• Bachelor’s degree.
• CPA, EA, licensed attorney, professional fiduciary or CTFA certification.
• 10+ years of fiduciary/court accounting experience with staff and engagement management.
• Expertise in review of IRS Forms 706, 1041, K‑1s and complex trust/accounting concepts.
• Strong knowledge of trust structures and estate planning documents.
• Ability to research state‑specific principal and income acts.
• Strong management, client interaction and business‑development skills.
• Excellent organizational and technical proficiency (FAS, Word, Excel).

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

• A comprehensive compensation and benefits package with base salary ranging from $127,900 to $291,900 nationwide, and higher ranges for major metropolitan areas.
• Access to medical, dental, pension and 401(k) plans, along with paid time off.
• A hybrid working model that balances in‑person client interactions with remote flexibility.
• A flexible vacation policy and support for personal and family needs.

Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For candidates in California, additional local information is available online.

EY focuses on high‑ethical standards and integrity. All candidates are evaluated for ethical conduct and integrity in line with EY’s standards.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, age, disability, veteran status, or any other legally protected characteristic. EY is committed to providing reasonable accommodations for qualified individuals with disabilities. For assistance with accommodations, please contact 1‑800‑EY‑HELP
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