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Tax Services Senior Manager - FSO - Fiduciary Trust Estate Advisory Services

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Tax Services Senior Manager - FSO - Fiduciary Trust Estate Advisory Services

Join EY as a Tax Services Senior Manager - FSO - Fiduciary Trust Estate Advisory Services .

Location: Anywhere in the US.

EY is a leader in serving the global financial services marketplace, with a dedicated Business Unit for financial services. Our FTEAS provides fiduciary/court accounting services for trusts and estates across the US. The Senior Manager will be part of the leadership team, responsible for technical reviews, client relationships, business development, staff supervision, and compliance.

Key Responsibilities

  • Technical review of complex trust & estate accountings.
  • Manage teams to ensure accuracy and timely delivery.
  • Manage client relationships and contribute to business development.
  • Build relationships with potential clients and attend industry events.
  • Ensure compliance with EY procedures and onboarding processes.
  • Develop operational efficiencies and foster a team-oriented culture.
  • Review engagement profitability and oversee billing and collections.

Qualifications

  • Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
  • CPA, EA, licensed Attorney, Professional Fiduciary, or CTFA certification.
  • 10+ years of fiduciary/court accounting experience, with management of staff and engagements.
  • Strong technical fiduciary accounting skills and experience with complex assets.
  • Excellent communication, leadership, and business development skills.

What We Offer

Competitive salary ($126,600 - $289,000, with regional variations), comprehensive benefits, flexible work arrangements, and a supportive, inclusive culture. Join us to develop future-focused skills and build a better working world.

Application & Additional Info

EY accepts applications on an ongoing basis. For California residents, additional info is available. We value integrity and high ethical standards in all our employees.

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