Fiduciary/trust & Estate Administration Services Manager

Tax – Business Tax Services Fiduciary/Trust & Estate Tax Administration Services Manager

At EY, we're all in to shape your future with confidence. 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 Opportunity

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic team! The Manager is part of the leadership team and plays an integral role in the overall strategy and success of the business. Responsibilities include technical review of complex trust & estate fiduciary accountings; managing client relationships; supervision, training, and development of staff; 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.

Key Responsibilities

Technical preparation and review of complex trust and estate accountings; perform complex calculations and reconstruction when required; research of state specific principal and income acts when needed; responsible for managing client relationships and retaining client good will; participate in weekly sales calls, and client presentations and business development meetings, when requested; provide timely and effective responses to client needs and compliance requirements; provide estimates for new accounting work and prepare all required documentation for new engagements; build and maintain strong relationships with internal EY groups; facilitate communications and provide assistance to team members by sharing knowledge, offering advice, and making decisions to meet engagement deliverables; 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; work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections.

Skills and Attributes for Success

To qualify for the role, you must have a Bachelor's degree. CPA, EA, licensed Attorney, Professional Fiduciary or CTFA (Certified Trust and Fiduciary Advisor) certification; 5+ 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; experience working with complex assets (LLCs, partnerships, alternative investments, etc.) and large trusts and estates; experience working with family offices a plus; demonstrated excellent interpersonal, analytical, and problem-solving ability; excellent verbal and written communication skills; experienced at reviewing IRS Forms 706, 1041 and K-1s. Ideally, you will also have understanding of complex investments and fiduciary tax; understanding of trust structures and trust terminology; ability to review and interpret trust agreements and estate planning documents; strong management and leadership skills; strong client interaction skills; proficient with software applications, including OneSource Accounting Software FAS; Microsoft Word and Excel.

What We Offer You

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 is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. 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, 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.