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

Services Senior Manager – Fiduciary/Trust & Estate Accounting Services

EY –

Location:

Anywhere in Country

Opportunity
EY is a leader in the global financial services marketplace and the only professional services firm with a dedicated Financial Services Organization. Our focused model and bold ambition keep us at the center of the industry’s evolution. The Senior Manager will lead the Fiduciary/Trust & Estate Accounting Services (FTEAS) team, shaping strategy, managing client relationships, and driving business growth.

• Provide technical review of complex trust and estate accountings.
• Manage teams to ensure accurate, timely delivery of work products.
• Maintain and expand client relationships.
• Engage in business development: weekly sales calls, client presentations, and marketing efforts.
• Deliver timely, effective client support, enhancing long‑term relationships.
• Prepare estimates and documentation for new engagements, ensuring alignment with EY’s processes.
• Build and maintain strong relationships with internal EY groups.
• Develop operational efficiencies for high‑quality services.
• Support staff development through training and mentorship.
• Complete required training courses and maintain fiduciary accounting knowledge.
• Monitor engagement profitability, staff efficiency, and workload assignments.
• Ensure projects are billed accurately and follow up on collections.
• Interpret trust documents, IRS Forms 706, 1041, K‑1s, and comply with state/local filing requirements.

• Bachelor’s degree.
• CPA, EA, licensed attorney, professional fiduciary or CTFA certification.
• 10+ years in fiduciary/court accounting at a bank, law firm or CPA firm, with proven management of staff and engagements.
• Strong technical fiduciary accounting expertise.
• Experience reviewing complex accountings and IRS forms.
• Understanding of complex investments, tax concepts, trust structures, and estate planning documents.
• Ability to research state‑specific principal and income acts.
• Leadership, client interaction, business development, and organizational skills.
• Proficiency with fiduciary accounting software (FAS), Microsoft Word, Excel, and other relevant tools.
• Thorough knowledge of fiduciary tax law required for preparations.

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

We provide a comprehensive compensation and benefits package, including medical, dental, pension, 401(k), and a wide range of paid time off. Base salary ranges from $127,900 to $291,900 nationwide and higher in major metros. We operate a hybrid model with client serving roles working onsite 40‑60% of the time. Our flexible vacation policy is designed around your personal circumstances and includes EY Paid Holidays, breaks, and additional leave options.

EY accepts applications on an ongoing basis. For California residents, additional information is available.

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.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities, veterans included. Contact at 1‑800‑EY‑HELP3 for assistance or email