Tax Services Senior Manager - FSO - Fiduciary/trust Estate Advisory Services

Tax – Business Tax Services Fiduciary/Trust & Estate Tax Administration Services – Financial Services Organization – Senior Manager

At EY, we'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. The Senior Manager is part of the leadership team and plays an integral role in the overall strategy and success of the FTEAS business. Responsibilities include technical review of complex trust & estate fiduciary accountings; managing client relationships; business development; supervision, training, and development of staff; recruiting; maximizing operating efficiency; and maintaining profitability. Incumbent will ensure compliance with all EY processes and procedures including onboarding new clients and setting up new matters, complying with independence, eDocs, and technology initiatives.

Your key responsibilities include: technical review of complex trust and 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, thereby enhancing long-term working relationships; provide estimates for new accounting work and prepare all required documentation for new engagements; 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 and team-oriented working culture that fosters staff development; complete self-study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements; review and monitor engagement profitability, staff efficiency and workload assignments to meet deliverables; work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections; and decisions made by the Senior Manager include review of accountings, the interpretation of trust documents; reviewing and interpreting accounting concepts and state/local filing requirements; reviewing tax documents; reviewing bank, brokerage statements and other documents in connection with the preparation of accountings; developing and applying processes to meet the needs of the engagements and the business in general.

To qualify for this role, you must have a 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 successfully managing staff and engagements; excellent technical fiduciary accounting skills; experienced at reviewing complex accountings and IRS Forms 706, 1041, and K-1s; understanding complex investments and tax concepts; understanding of 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; proficient with software applications, including Thomsons Reuters fiduciary accounting software – FAS, Microsoft Word, and Excel; and 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; and demonstrated excellent interpersonal, analytical, and problem-solving ability.

At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. Join us in our team-led and leader-enabled hybrid model. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.