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

We invite you to apply for the Services Senior Manager - Fiduciary/Trust & Estate Accounting Services role at EY
. This position is open for candidates located anywhere in the country.

EY is a leader in the global financial services marketplace and the only professional services firm with a dedicated financial services industry unit. Our focused model and bold ambition put us at the center of events shaping the industry. If you are passionate about solving complex challenges, join our dynamic FSO team.

• Technical review of complex trust & 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, enhancing long-term working relationships.
• Provide estimates for new accounting work and prepare all required documentation for new engagements; work with 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, team-oriented working culture that fosters staff development.
• Complete self-studies to enhance knowledge of fiduciary accounting and software applications, and meet firm continuing education requirements.
• Review and monitor engagement profitability, staff efficiency, and workload assignments to meet deliverables.
• Ensure projects are properly and timely billed and oversee follow-up with clients regarding bill collections.
• Make decisions on accountings review, interpretation of trust documents, tax documents, bank statements, and apply processes to meet engagement and business needs.

To qualify for this role, you must have

• 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 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, tax concepts, 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.
• Proficiency 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.

Ideally, you will have

• 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 rewarded based on performance, with base salary range $127,900 to $291,900 (US); adjusted ranges for major metro areas.
• Medical and dental coverage, pension and 401(k) plans, wide range of paid time off, inclusive flexible vacation policy.
• Hybrid work model: most client‑serving roles will work in person 40–60% of the time over the engagement, project, or year.

EY accepts applications for this position on an on‑going basis.

For those living in California, please  for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY provides equal employment opportunities to applicants and employees…