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

EY; New Brunswick (NJ); Hybrid; USD 126,000 - 289,000; Full time

Job summary

A leading professional services firm seeks a Tax Services Senior Manager to oversee fiduciary/trust and estate tax administration services. The role entails strategic leadership, client relationship management, and operational excellence in handling complex accounting. Candidates should have extensive experience in fiduciary accounting and possess strong technical and analytical skills.

Benefits

Comprehensive benefits including medical, dental, and pension.

Flexible hybrid working model (40-60% in-person).

Flexible vacation policy and holidays.

Qualifications

• 10+ years of fiduciary/court accounting experience.
• Experience with complex assets, large trusts, estates, and family offices is a plus.
• Strong leadership, client interaction, and business development skills.

Responsibilities

• Technical review of complex trust and estate accountings.
• Managing client relationships and business development activities.
• Overseeing project billing and follow-up on collections.

Skills

Technical expertise

Client management

Business development

Analytical skills

Education

Bachelor’s degree in Accounting, Finance, Business Administration

CPA, EA, licensed Attorney, Professional Fiduciary, or CTFA certification

Tools

Microsoft Office

fiduciary trust software

Job description

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

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

Location: Anywhere in the U.S.

At EY, we’re committed to shaping your future with confidence. We support your success within a globally connected, diverse team environment and aim to help you build a fulfilling career. Join EY and contribute to building 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 is uniquely positioned with a dedicated business unit—the Financial Services Organization (FSO). Our focus and bold vision place us at the forefront of industry changes, working with a broad spectrum of clients from established institutions to innovative entrants across Banking, Capital Markets, Wealth and Asset Management, Insurance, and Real Estate sectors. Our purpose is to foster a trustworthy, thriving financial industry and a healthy, secure global economy. If you are passionate about solving complex challenges collaboratively, consider joining our dynamic FSO team.

FTEAS provides fiduciary and court accounting services for trusts and estates, serving banks, law firms, family offices, and individual and professional trustees across the U.S. The Senior Manager is a key leadership team member responsible for strategic planning and business success. Responsibilities include reviewing complex trust and estate accountings, managing client relationships, business development, staff supervision and development, recruiting, operational efficiency, and profitability management. The role also involves ensuring compliance with EY policies, onboarding clients, and managing new matters, including independence and technology protocols.

Key Responsibilities

• Technical review of complex trust and estate accountings.
• Leading teams to ensure accuracy and timely deliverables.
• Managing and nurturing client relationships.
• Participating in business development activities such as sales calls, client presentations, and industry events.
• Building relationships with potential clients and attending conferences.
• Ensuring client satisfaction through timely responses and compliance.
• Preparing estimates and documentation for new engagements; managing client and engagement codes; vetting matters for independence and compliance.
• Fostering collaboration with internal teams for cross-selling opportunities.
• Supporting team communication, knowledge sharing, and decision-making.
• Developing operational efficiencies for high-quality, timely services.
• Contributing to a positive, team-oriented work culture and staff development.
• Completing continuing education courses related to fiduciary accounting and software.
• Monitoring engagement profitability, staff efficiency, and workload management.
• Overseeing project billing and follow-up on collections.

Skills & Attributes for Success

• Decisions involve reviewing accountings, interpreting trust documents, and ensuring compliance with accounting and tax regulations.
• Providing pricing estimates, tracking proposals, and monitoring engagement profitability.
• Ensuring adherence to EY practices and contributing to overall business success.
• Utilizing technical expertise to review and approve accountings before client delivery.
• Strong technical skills, client management, staff oversight, business development, and accuracy in engagement delivery are essential.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
• CPA, EA, licensed Attorney, Professional Fiduciary, or CTFA certification.
• Excellent communication and technical fiduciary accounting skills.
• Experience reviewing complex accountings and IRS forms (706, 1041, K-1s).
• Knowledge of complex investments, trust structures, and estate planning documents.
• Ability to research state-specific laws and acts.
• Strong leadership, client interaction, and business development skills.
• Proficiency with Microsoft Office, fiduciary trust software, and internal systems.
• Deep understanding of fiduciary tax law and concepts.

Other Skills & Experience

• 10+ years of fiduciary/court accounting experience at a bank, law firm, or CPA firm, with a proven leadership record.
• Experience with complex assets, large trusts, estates, and family offices is a plus.
• Excellent interpersonal, analytical, and problem-solving skills.

What We Offer

• Competitive salary range: $126,600 to $289,000 nationally; $151,900 to $328,400 in NYC, Washington, and California (excluding Sacramento). Salaries are determined by factors such as education, experience, skills, and location.
• Comprehensive benefits including medical, dental, pension, 401(k), and paid time off.
• Flexible hybrid working model (40-60% in-person).
• Flexible vacation policy, holidays, and leave options to support well-being.

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 values high ethical standards and integrity. We are committed to diversity and equal opportunity employment, providing reasonable accommodations for applicants with disabilities, including veterans. For assistance, contact EY’s Talent Shared Services team.