Services Senior Manager - Fiduciary/Trust & Estate Accounting Services
$127.9k/y-$291.9k/y
2 days ago
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HybridFull-timeSenior
Summary
EY is seeking a Services Senior Manager - Fiduciary/Trust & Estate Accounting Services to join their team. The role involves leading fiduciary accounting services for trusts and estates, managing client relationships, and ensuring compliance with EY processes.
About the Role
As a Services Senior Manager, you will be responsible for technical review of complex trust and estate accountings, managing teams for timely delivery, participating in business development, and ensuring client satisfaction. You will also oversee compliance with EY processes, develop operational efficiencies, and contribute to a team-oriented culture.
About You
Required:
- Bachelor's degree.
- CPA, EA, licensed Attorney, Professional Fiduciary or CTFA certification.
- 10+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm.
- Excellent technical fiduciary accounting skills.
- Experience reviewing complex accountings and IRS Forms 706, 1041 and K-1s.
- Strong management and leadership skills.
- Strong client interaction and business development skills.
Preferred:
- Experience working with complex assets and large trusts and estates.
- Experience working with family offices.
- Demonstrated excellent interpersonal, analytical, and problem-solving ability.
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
Stamford, CT