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

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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 focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry. As part of the FTEAS business, the Senior Manager plays an integral role in the overall strategy and success of the 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 participating in business development including weekly sales calls, client presentations, marketing efforts and business development meetings.
• Providing estimates for new accounting work and preparing all required documentation for new engagements.
• Building and maintaining strong relationships with internal EY groups.
• Developing operational efficiencies to deliver timely high‑quality services and work products.
• Contributing to a flexible, stable and team‑oriented working culture that fosters staff development.
• Completing self‑study courses to maintain and enhance knowledge of fiduciary accounting and software applications.
• Reviewing and monitoring engagement profitability, staff efficiency and workload assignments to meet deliverables.
• Ensuring all projects are properly billed and following up with clients regarding bill collections.
• Making decisions on review of accountings, interpretation of trust documents, IRS forms and other related matters.

• 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 and experience with complex accountings and IRS Forms 706, 1041 and K‑1s.
• Understanding of complex investments, tax concepts, trust structures and terminology.
• Ability to review and interpret trust agreements and estate planning documents and research state‑specific principal and income acts.
• Strong management, leadership, client interaction, business development and 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 medical and dental coverage, pension and 401(k) plans, paid time off, and performance‑based rewards.
• A flexible hybrid work model, with most client‑serving roles working in person 40‑60% of the time during engagements.
• A flexible vacation policy that allows you to decide how much time off you need based on your personal circumstances.

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

EY accepts applications for this position on an ongoing basis. Are you ready to shape your future with confidence? Apply today.