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

Services Senior Manager - Fiduciary/Trust & Estate Accounting Services

Employer:

EY

Location:

Anywhere in Country

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

If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team. The Senior Manager is part of the leadership team and plays an integral role in the overall strategy and success of the FTEAS business, which provides fiduciary/court accounting services for trusts and estates serving banks, law firms, family offices and individual and professional trustees throughout the United States.

• Technical review of complex trust and estate accountings.
• Managing teams to ensure accuracy and timely delivery of work products to clients.
• Managing client relationships.
• Actively participate in business development including weekly sales calls, client presentations, marketing efforts and business development meetings.
• Commit to client satisfaction by providing timely and effective responses to client needs and compliance requirements, thereby enhancing long‑term working relationships.
• Provide estimates for new accounting work and prepare all required documentation for new engagements; work with the various EY channels to establish client and/or engagement codes for all business; vet matters for independence and oversee/ensure compliance with eDocs.
• Build and maintain strong relationships with internal EY groups.
• Develop operational efficiencies to deliver timely high‑quality services and work products.
• Contribute to a flexible, stable and team‑oriented working 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.
• Review and monitor engagement profitability, staff efficiency and workload assignments to meet deliverables.
• Work to ensure all projects are properly and timely billed and oversee follow‑up with clients regarding bill collections.
• Make decisions including review of accountings, interpretation of trust documents, review of tax documents, reviewing bank, brokerage statements and other documents in connection with the preparation of accountings, and developing and applying processes to meet the needs of the engagements and the business in general.

• 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.
• Experience at reviewing complex accountings and IRS Forms 706, 1041 and K‑1s.
• Understanding complex investments and tax concepts.
• Understanding of trust structures and trust terminology.
• Ability to review and interpret trust agreements and estate planning documents.
• Comfort and ability to research state specific principal and income acts and other relevant state laws.
• Strong management and leadership skills.
• Strong client interaction skills.
• Strong business development skills.
• Excellent organizational skills.
• Proficient with software applications, including Thomson Reuters fiduciary accounting software – FAS, Microsoft Word, and Excel.
• Thorough understanding of fiduciary tax law and concepts required to prepare fiduciary/court accountings.

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

We offer a comprehensive compensation and benefits package where you’ll be rewarded based on…