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

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

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

This role is based anywhere in the country, and EY is committed to shaping your future with confidence. We support your career growth within a diverse, global team dedicated to building a better working world.

About EY and FTEAS

EY is a leader in serving the global financial services marketplace, with a dedicated business unit for financial services. Our FTEAS provides fiduciary and court accounting services for trusts and estates across the U.S., working with banks, law firms, family offices, and trustees. The Senior Manager plays a key leadership role, overseeing complex trust and estate accountings, managing client relationships, driving business development, supervising staff, and ensuring compliance and profitability.

Key Responsibilities

• Review complex trust and estate accountings.
• Manage teams to ensure accuracy and timely delivery.
• Maintain and develop client relationships.
• Participate in business development activities and industry events.
• Build relationships with potential clients and assist in marketing efforts.
• Ensure client satisfaction and compliance with all EY processes.
• Estimate new work, prepare documentation, and oversee engagement setup.
• Collaborate with internal teams to cross-sell services.
• Share knowledge and facilitate communication within teams.
• Develop operational efficiencies and foster a positive team culture.
• Complete ongoing education in fiduciary accounting and software.
• Monitor engagement profitability and staff workload.
• Oversee billing processes and follow-up on collections.

Qualifications and Skills

• Bachelor’s degree in Accounting, Finance, Business or related field.
• CPA, EA, Attorney, Fiduciary, or CTFA certification.
• Excellent communication and technical fiduciary accounting skills.
• Experience reviewing complex accountings and IRS forms.
• Knowledge of trust structures, estate planning, and investment concepts.
• Strong leadership, client interaction, and business development skills.
• Proficiency with fiduciary trust software and Microsoft Office.

Experience Requirements

• 10+ years in fiduciary/court accounting at a bank, law firm, or CPA firm.
• Experience managing staff and large trusts and estates.
• Experience with complex assets and family offices is a plus.

What We Offer

• Competitive salary range: $126,600 - $289,000 (varies by location and experience).
• Comprehensive benefits, including health coverage, retirement plans, and paid time off.
• Flexible work arrangements with a hybrid model.
• Generous vacation and leave policies supporting well-being.

Additional Information

EY values high ethical standards and integrity. We are an equal opportunity employer and provide accommodations for applicants with disabilities. To apply, submit your application online; EY reviews applications on an ongoing basis.

Job Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Other
• Industry: Professional Services

Note: This job posting is active and accepting applications.

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