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

Senior Manager – Fiduciary/Trust & Estate Tax Administration Services – EY

Location:

Anywhere in the United States. EY is building a better working world by shaping careers with confidence and global collaboration.

The Financial Services Organization (FSO) is a dedicated industry‑focused unit within EY. The Senior Manager leads the Fiduciary/Trust & Estate Tax Administration Services (FTEAS) team, developing strategy, ensuring profitability, and delivering high‑quality fiduciary accounting to banks, law firms, family offices, and individual trustees.

• Lead technical review of complex trust and estate accountings and interpret trust agreements.
• Manage client relationships, providing timely, compliant service and fostering long‑term partnerships.
• Drive business development through sales calls, client presentations, and marketing activities.
• Build and maintain relationships with internal EY groups and external stakeholders.
• Ensure compliance with EY processes, independence, eDocs, and technology initiatives.
• Oversee engagement profitability, staffing efficiency, and project billing; manage collections and audit engagement profitability.
• Develop and apply operational efficiencies to deliver high‑quality services.
• Support staff development, including self‑study courses and knowledge enhancement.

• Bachelor’s degree required.
• CPA, EA, licensed Attorney, Professional Fiduciary, or CTFA certification.
• 10+ years of fiduciary/court accounting experience at a bank, law firm, or CPA firm.
• Expertise in complex trust and estate accounting; familiarity with IRS Forms 706, 1041, and K‑1.
• Strong understanding of trust structures, trust terminology, and estate planning documentation.
• Proficient with fiduciary accounting software, Microsoft Office, and Thomson Reuters FAS.
• Strong client interaction, business development, and leadership skills.
• Excellent organizational and communication abilities.

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

• Base salary range for U.S. locations: $127,900 to $291,900 (adjusted for geography).
• Comprehensive benefits: medical, dental, pension, 401(k), and paid time off.
• Hybrid work model with flexibility; 40‑60% onsite required.
• Flexible vacation policy and additional leave options.

EY provides equal employment opportunities to all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability, or any other protected class in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities. If you have a disability and need assistance during the application process, please contact EY Talent Shared Services Team.