Services Manager - Fiduciary​/Trust & Estate Accounting Services

Services Manager - Fiduciary/Trust & Estate Accounting Services 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.

• 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 retain client goodwill.
• Participate in weekly sales calls, client presentations, and business development meetings, when requested.
• Provide timely and effective responses to client needs and compliance requirements.
• Prepare estimates for new accounting work and all required documentation for new engagements.
• Build and maintain strong relationships with internal EY groups.
• Facilitate communication and support 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 and teamwork‑oriented culture that fosters staff development.
• Complete self‑study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and meet Firm continuing education requirements.
• Ensure all projects are properly and timely billed and oversee follow‑up with clients regarding bill collections.

• 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 a plus.
• Demonstrated excellent interpersonal, analytical, and problem‑solving ability.
• Excellent verbal and written communication skills.
• Experience reviewing IRS Forms 706, 1041 and K‑1s.

• 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 and Excel.

• Comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,100 to $188,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $123,800 to $214,900.
  
  Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Hybrid model:
  Most people in external, client‑serving roles are expected to work together in person 40‑60% of the time over the course of an engagement, project or year.
• Flexible vacation policy:
  You’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.

EY accepts applications for this position on an ongoing basis. For those living in California, please  for additional information.

EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate…