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

EY; Boca Raton (FL); Hybrid; USD 126,000 - 289,000; Full time

Job summary

A leading company in the professional services industry is looking for a Tax Services Senior Manager for their Financial Services Office. This role involves leading teams in fiduciary and court accounting services, managing client relationships, and ensuring compliance with essential regulations. Ideal candidates will have a strong background in tax concepts, managerial experience, and a client-focused approach.

Benefits

Competitive compensation

Health coverage

Retirement plans

Flexible vacation policies

Paid time off

Qualifications

• 10+ years of fiduciary/court accounting experience managing staff and engagements.
• Experience reviewing complex accountings and IRS forms.
• Knowledge of trust structures, investments, and tax concepts.

Responsibilities

• Technical review of complex trust and estate accountings.
• Managing and maintaining client relationships.
• Developing operational efficiencies and contributing to a positive team culture.

Skills

Strong technical skills

Client management

Business development

Analytical skills

Problem-solving

Education

Bachelor’s degree in Accounting

CPA, EA, Attorney, Fiduciary Certification, or CTFA

Tools

Microsoft Office

Fiduciary trust software

Job description

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

Join to apply for the Tax Services Senior Manager - FSO - Fiduciary Trust Estate Advisory Services role at EY

Location: Anywhere in Country.

At EY, we’re committed to shaping your future with confidence. We support your success within a globally connected, diverse team and help you advance your career. Join EY to help build a better working world.

Tax Senior Manager – Financial Services Office – Fiduciary/Trust & Estate Tax Administration Services (“FTEAS”)

EY leads in serving the global financial services market and has a dedicated business unit for this industry – the Financial Services Organization (FSO). Our focus and bold ambition place us at the forefront of industry changes, working with clients from established institutions to new entrants across Banking, Wealth and Asset Management, Insurance, and Real Estate sectors. Our purpose is to foster a trustworthy and thriving financial industry, supporting a healthy, growing, and secure global economy. If you enjoy solving complex challenges collaboratively, consider joining our dynamic FSO team.

FTEAS provides fiduciary and court accounting services for trusts and estates for banks, law firms, family offices, and trustees across the U.S. The Senior Manager is a key leadership role involved in strategy, technical review of complex trust and estate accountings, client relationship management, business development, staff supervision, recruitment, operational efficiency, and profitability. The role also ensures compliance with EY policies, including onboarding, independence, and technology initiatives.

Key Responsibilities

• Technical review of complex trust and estate accountings.
• Leading teams to ensure accuracy and timely delivery.
• Managing and maintaining client relationships.
• Participating in business development activities, including sales calls, client presentations, and marketing.
• Building relationships with potential clients and attending industry events.
• Ensuring client satisfaction through timely responses and compliance.
• Providing estimates and documentation for new engagements, establishing client and engagement codes, and vetting matters for independence and compliance.
• Fostering internal relationships for cross-selling opportunities.
• Supporting team communication, knowledge sharing, and decision-making.
• Developing operational efficiencies and contributing to a positive team culture.
• Completing ongoing education to stay current on fiduciary accounting and software.
• Monitoring engagement profitability, staff efficiency, and workload.
• Overseeing billing and collections processes.

Skills & Attributes for Success

• Expertise in interpreting trust documents, accounting concepts, and state/local filing requirements.
• Experience in pricing, proposals, and monitoring engagement profitability.
• Compliance with EY practices and procedures.
• Technical review and sign-off on accountings.
• Strong technical, client management, staff oversight, and business development skills.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA, EA, Attorney, Fiduciary Certification, or CTFA.
• Excellent communication and fiduciary accounting skills.
• Experience reviewing complex accountings and IRS forms.
• Knowledge of trust structures, investments, and tax concepts.
• Ability to interpret trust agreements and estate planning documents.
• Research skills on state laws.
• Leadership and client interaction skills.
• Proficiency in Microsoft Office and fiduciary trust software.

Other Requirements

• 10+ years of fiduciary/court accounting experience managing staff and engagements.
• Experience with complex assets, large trusts, estates, and family offices is a plus.
• Strong interpersonal, analytical, and problem-solving skills.

What We Offer

We provide competitive compensation, benefits, and a flexible, inclusive environment. Salary ranges from $126,600 to $289,000 depending on location and experience. Our benefits include health coverage, retirement plans, paid time off, and flexible vacation policies. We support a hybrid work model, with most client-facing roles working 40-60% in person. Join us to develop future-focused skills and grow your career.

Ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For California residents, additional information is available here.

EY upholds high ethical standards and integrity, expecting all candidates to demonstrate these qualities. We are committed to diversity and equal opportunity employment.

Additional Details

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