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

EY; City of Troy (NY); Remote; USD 100,000 - 150,000; Full time

Job summary

EY is seeking a Tax Services Senior Manager specializing in Fiduciary Trust Estate Advisory Services. This role, which can be performed from anywhere in the U.S., involves overseeing trust accountings, managing client relationships, and leading teams while upholding EY's commitment to ethics and diversity.

Benefits

Competitive compensation

Flexible work arrangements

Supportive environment for growth

Qualifications

• Extensive fiduciary accounting experience, particularly with complex assets.
• Strong leadership and client management skills are essential.
• Proficiency in fiduciary trust software is an asset.

Responsibilities

• Technical review of complex trust and estate accountings.
• Managing teams to ensure accuracy and timely delivery.
• Maintaining strong client relationships and developing business.

Skills

Leadership

Client Management

Business Development

Education

Bachelor’s degree in Accounting, Finance, Business Administration

CPA, EA, attorney, Fiduciary certification, or CTFA preferred

Tools

Fiduciary trust software

Microsoft Office

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.

This position is based anywhere in the country.

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

The Tax Senior Manager in the Financial Services Office (FSO) specializes in Fiduciary/Trust & Estate Tax Administration Services (FTEAS). Our firm leads in serving the global financial marketplace, with dedicated units for the financial services industry, working with clients from established institutions to innovative newcomers across various sectors.

FTEAS provides fiduciary and court accounting services for trusts and estates nationwide, serving banks, law firms, family offices, and trustees. As a senior leader, you will play a key role in strategy and business success, overseeing complex trust and estate accountings, managing client relationships, developing business, supervising staff, and ensuring compliance and profitability.

Your key responsibilities include:

• Technical review of complex trust and estate accountings.
• Managing teams to ensure accuracy and timely delivery.
• Maintaining strong client relationships and business development efforts.
• Building relationships with potential clients and attending industry events.
• Providing estimates for new work, preparing documentation, and ensuring compliance with EY policies.
• Facilitating communication within teams and developing operational efficiencies.
• Contributing to a positive, team-oriented work culture and ongoing staff development.
• Monitoring engagement profitability and billing processes.

Qualifications include:

• Bachelor’s degree in Accounting, Finance, Business Administration, or related fields.
• CPA, EA, attorney, Fiduciary certification, or CTFA preferred.
• Extensive fiduciary accounting experience, particularly with complex assets and large trusts.
• Strong leadership, client management, and business development skills.
• Proficiency in fiduciary trust software and Microsoft Office.

We offer competitive compensation, benefits, flexible work arrangements, and a supportive environment for your growth.

Ready to shape your future with confidence? Apply today. EY is committed to high ethical standards and diversity, providing equal opportunities and accommodations for applicants with disabilities.

Additional details:

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