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

Services Senior Manager – Fiduciary/Trust & Estate Accounting Services

Location:

Anywhere in Country

EY is a leader in serving the global financial services marketplace and the only professional services firm with a dedicated business unit for the financial services industry – the Financial Services Organization (FSO). We help our clients, ranging from traditional institutions to emerging entrants, build a financial services industry that is trusted and prospering.

As a Senior Manager in the FTEAS business, you will be part of the leadership team and play an integral role in strategy and success. Your responsibilities include technical review of complex trust & estate fiduciary accountings; managing client relationships; business development; supervising, training, and developing staff; recruiting; maximizing operating efficiency; and maintaining profitability. You will ensure compliance with EY processes, including client onboarding, independence, eDocs, and technology initiatives.

• Technical review of complex trust and estate accountings.
• Managing teams to ensure accuracy and timely delivery of work products.
• Managing client relationships.
• Participate in business development: weekly sales calls, client presentations, marketing efforts, and business development meetings.
• Commit to client satisfaction by providing timely responses to client needs and compliance requirements.
• Provide estimates for new accounting work, prepare required documentation, and establish client and/or engagement codes.
• Build and maintain strong relationships with internal EY groups.
• Develop operational efficiencies to deliver timely high‑quality services.
• 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.
• Review and monitor engagement profitability, staff efficiency, and workload assignments to meet deliverables.
• Ensure all projects are properly billed and oversee follow‑up with clients regarding bill collections.
• Make decisions on review of accountings, interpretation of trust documents, and developing and applying processes for engagements and business needs.

• Bachelor’s degree.
• CPA, EA, licensed Attorney, Professional Fiduciary or CTFA certification.
• 10+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm with a proven track record of managing staff and engagements.
• Excellent technical fiduciary accounting skills.
• Experience reviewing complex accountings and IRS Forms 706, 1041, and K‑1s.
• Understanding of complex investments, trust structures, and tax concepts.
• Ability to review and interpret trust agreements and estate planning documents.
• Comfort researching state‑specific principal and income acts and other relevant state laws.
• Strong management, leadership, client interaction, business development, and organizational skills.
• Proficiency with software applications, incl. Thomson Reuters Fiduciary Accounting Software – FAS, Microsoft Word, and Excel.
• Thorough understanding of fiduciary tax law and concepts required for 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.

• Comprehensive compensation and benefits package; base salary range for this position in all US geographic locations is $127,900 to $291,900. City‑specific ranges are indicated separately.
• Medications and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Hybrid work model with 40‑60% onsite work.
• Flexible vacation policy allowing you to choose your vacation time based on personal circumstances.

EY accepts applications for this position on an ongoing basis. For California residents, additional information is available. EY promotes high‑ethical standards and integrity; all candidates must demonstrate these qualities.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans with disabilities.