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

EY; Providence (RI); Remote; USD 126,000 - 289,000; Full time

Job summary

Join a leading financial services consulting firm as a Tax Services Senior Manager. As a key member of the leadership team, you'll manage complex fiduciary trust and estate accountings, build client relationships, and oversee a collaborative team environment, all while benefitting from competitive salary and benefits.

Benefits

Comprehensive benefits package including health

Flexible working arrangements

Paid time off

Retirement benefits

Vacation policy

Qualifications

• 10+ years of fiduciary accounting experience required.
• Strong leadership, client management, and business development skills sought.
• Proficiency with fiduciary trust software is essential.

Responsibilities

• Technical review of complex trust and estate accountings.
• Manage teams to ensure accuracy and timely delivery.
• Build and maintain client relationships.

Skills

Leadership

Client Management

Business Development

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA, EA, Attorney, Fiduciary or CTFA certification

Tools

Fiduciary Trust Software

MS Office

Job description

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

Join EY as a Tax Services Senior Manager - FSO - Fiduciary Trust Estate Advisory Services and be part of a global leader in financial services consulting. We are looking for a seasoned professional to lead our Fiduciary/Trust & Estate Tax Administration Services team.

Location: Anywhere in the US

At EY, we are committed to shaping your future with confidence. Join our diverse teams and help build a better working world through innovative solutions and dedicated service.

About the Role

The Senior Manager will be a key member of the leadership team within FTEAS, responsible for technical review of complex trust and estate accountings, managing client relationships, business development, supervising staff, and ensuring operational efficiency and profitability. The role involves compliance with EY policies and fostering a collaborative team environment.

Key Responsibilities

• Technical review of complex trust and estate accountings
• Manage teams to ensure accuracy and timely delivery
• Build and maintain client relationships
• Participate in business development activities
• Build relationships with potential clients and attend industry events
• Ensure compliance with all EY processes and procedures
• Develop operational efficiencies and contribute to a positive work culture
• Maintain professional knowledge through continuing education

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• CPA, EA, Attorney, Fiduciary or CTFA certification
• 10+ years of fiduciary accounting experience
• Strong leadership, client management, and business development skills
• Proficiency with fiduciary trust software and MS Office

What We Offer

• Competitive salary range: $126,600 to $289,000 (varies by location and experience)
• Comprehensive benefits package including health, retirement, and paid time off
• Flexible working arrangements and vacation policy

Apply Today

EY is an equal opportunity employer. We value diversity and inclusion and are committed to providing reasonable accommodations to qualified individuals with disabilities.