Services Manager - Fiduciary​/Trust & Estate Accounting Services

Join to apply for the Services Manager - Fiduciary/Trust & Estate Accounting Services role at EY
.

Location:

Open to most US locations.

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help build a better working world.

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition put us at the center of events that reshape the industry, working side by side with a range of clients from venerable institutions to dynamic new entrants across Banking, Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction.

Our purpose is to help build a financial services industry in which institutions are trusted and flourish, and the global economy is healthy, growing, and secure.

FTEAS provides fiduciary/court accounting services for trusts and estates serving banks, law firms, family offices and individual and professional trustees throughout the United States. As a manager, you will be part of the leadership team and play an integral role in the overall strategy and success of the FTEAS business. Responsibilities include technical review of complex trust and estate fiduciary accountings;

managing client relationships; supervising, training, and developing staff; maximizing operating efficiency; and maintaining profitability. You will ensure compliance with EY processes and procedures including onboarding new clients and setting up new matters, complying with independence, eDocs, and technology initiatives.

• Technical preparation and review of complex trust and estate accountings.
• Perform complex calculations and reconstruction when required.
• Research state‑specific principal and income acts when needed.
• Manage client relationships and maintain client goodwill.
• Participate in weekly sales calls, client presentations, and business development meetings as requested.
• Provide timely responses to client needs and compliance requirements.
• Provide estimates for new accounting work and prepare documentation for new engagements.
• Build and maintain strong relationships with internal EY groups.
• Facilitate communications and offer assistance to team members by sharing knowledge, offering advice, and making decisions to meet engagement deliverables.
• Develop operational efficiencies to deliver timely, high‑quality services and work products.
• Contribute to a flexible, stable, team‑oriented culture that fosters staff development.
• Complete self‑study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements.
• Ensure all projects are properly and timely billed and oversee follow‑up with clients regarding bill collections.

To qualify for the role, you must have:

• Bachelor’s degree.
• CPA, EA, Licensed Attorney, Professional Fiduciary or CTFA (Certified Trust and Fiduciary Advisor) certification.
• 5+ 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.
• Experience working with complex assets (LLCs, partnerships, alternative investments, etc.) and large trusts and estates.
• Experience working with family offices is a plus.
• Demonstrated excellent interpersonal, analytical, and problem‑solving ability.
• Excellent verbal and written communication skills.
• Experienced at reviewing IRS Forms 706, 1041 and K‑1s.

Ideally, you will also have:

• Understanding of complex investments and fiduciary tax.
• Understanding of trust structures and terminology.
• Ability to review and interpret trust agreements and estate planning documents.
• Strong management and leadership skills.
• Strong client interaction skills.
• Proficiency with software applications, including One Source Accounting Software FAS;
  Microsoft Word…