EY
Services Senior Manager - Fiduciary/Trust & Estate Accounting Services
EY, Woodbridge, New Jersey, United States
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.
Overview 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.
Key Responsibilities
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.
Skills and Attributes for Success 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.
What We Offer You
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.
Application EY accepts applications for this position on an on‑going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
Equal Employment Opportunity EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity or 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. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3 and select Option 2 for candidate related inquiries, then select Option 1 for candidate queries, and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
Job Details
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Other
Industries: Professional Services
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Services Senior Manager - Fiduciary/Trust & Estate Accounting Services
role at
EY . This position is open for candidates located anywhere in the country.
Overview 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.
Key Responsibilities
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.
Skills and Attributes for Success 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.
What We Offer You
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.
Application EY accepts applications for this position on an on‑going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
Equal Employment Opportunity EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity or 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. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3 and select Option 2 for candidate related inquiries, then select Option 1 for candidate queries, and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
Job Details
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Other
Industries: Professional Services
#J-18808-Ljbffr