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

Services Senior Manager – Fiduciary/Trust & Estate Accounting Services

EY –

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, working side by side with a range of clients from venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.

Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure.

• 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 on accountings, interpretation of trust documents, tax documents, bank, brokerage statements and other related documentation, and develop and apply processes to meet the needs of the engagements and 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 of 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.

• Comprehensive compensation and benefits package with performance‑based rewards and recognition. Base salary range: $127,900–$291,900 in the US; $153,400–$331,700 in major metro areas. Includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Hybrid work model: most people in client‑serving roles work in…