Fiduciary Accounting Manager

Overview

• Lead fiduciary accounting operations, ensuring compliance and excellence in client services.
• Collaborate with a high-performing team to deliver accurate and timely fiduciary accountings.
• Provide strategic guidance and technical expertise in fiduciary and court accounting practices.
• Foster strong client relationships with trustees, attorneys, and financial institutions.
• Ensure compliance with state-specific fiduciary laws and accounting principles.
• Develop and implement operational efficiencies to enhance engagement profitability.
• Support staff development and contribute to a collaborative team culture.
• Maintain technical expertise through self-study and continuing education.

• Review complex trust and estate fiduciary accountings for accuracy and compliance.
• Manage engagement teams to ensure efficient delivery of client work products.
• Interpret trust agreements and estate planning documents for fiduciary accounting.
• Oversee billing, collections, and engagement economics for profitability.
• Provide estimates for new engagements and manage onboarding processes.
• Supervise and coach staff, fostering a flexible and inclusive work environment.
• Collaborate with internal teams to strengthen service line relationships.
• Monitor compliance with firm processes, procedures, and technology initiatives.

• Bachelor’s degree in a relevant field is required.
• Minimum of 6 years of fiduciary accounting experience; 10 years preferred.
• Proficiency in fiduciary accounting principles and applicable state laws.
• Experience with GEMS and FAS software, Microsoft Word, and Excel.
• Strong leadership and organizational skills with proven team management experience.
• Advanced knowledge of IRS Forms 706, 1041, and K-1s.
• Demonstrated ability to manage client engagements and complex fiduciary matters.
• Commitment to continuous learning and professional development.