Services Manager - Fiduciary/Trust & Estate Accounting Services
$103.1k/y-$188.9k/y
a day ago
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HybridFull-timeSenior
Summary
EY is seeking a Services Manager for Fiduciary/Trust & Estate Accounting Services to join their team, with locations open to most US areas. The role involves managing client relationships, supervising staff, and ensuring compliance in fiduciary accounting services.
About the Role
As a Services Manager, you will be responsible for the technical preparation and review of complex trust and estate accountings, managing client relationships, and developing operational efficiencies. You will also supervise and train staff, ensure compliance with EY processes, and contribute to the overall strategy and success of the FTEAS business.
About You
Required:
- Bachelor's degree.
- CPA, EA, licensed Attorney, Professional Fiduciary or CTFA certification.
- 5+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm.
- Excellent technical fiduciary accounting skills.
- Experience working with complex assets and large trusts and estates.
- Demonstrated excellent interpersonal, analytical, and problem-solving ability.
- Excellent verbal and written communication skills.
Preferred:
- Experience working with family offices.
- Understanding of complex investments and fiduciary tax.
- Strong management and leadership skills.
- Proficient with software applications, including OneSource Accounting Software FAS; Microsoft Word and Excel.
Benefits
- Comprehensive compensation and benefits package based on performance.
- Medical and dental coverage, pension and 401(k) plans.
- Flexible vacation policy allowing you to decide how much vacation time you need.
- Paid time off for designated EY Paid Holidays, Winter/Summer breaks, and Personal/Family Care.
EY
EY is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams in more than 150 countries work across a full spectrum of services in assurance, consulting, tax, strategy and transactions, strengthened by sector experience and diverse ecosystem partners. Find out more about the EY global network: http://ey.com/en_gl/legal-statement
Hoboken, NJ