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

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Location:

Anywhere in Country.

At EY, we’re all in to shape your future with confidence and help you succeed in a globally connected powerhouse of diverse teams. EY is a leader in serving the global financial services marketplace and operates a specialized Financial Services Organization (FSO). Our purpose is to help build a financial services industry in which institutions are trusted and flourish. The Senior Manager in Fiduciary/Trust & Estate Accounting Services (FTEAS) is part of the leadership team and plays an integral role in strategy and success of the business.

• 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 related to review of accountings, interpretation of trust documents, reviewing tax documents, bank and brokerage statements, and developing processes that serve the business.

• 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 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.

• A comprehensive compensation and benefits package, including a base salary range of $127,900 to $291,900 for all U.S. locations, and a higher range for major metros. The total rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Hybrid model allowing 40–60% in‑person work for client‑serving roles.
• Flexible vacation policy and generous paid holidays, winter/summer breaks, personal/family care, and other leaves of absence.