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

EY; Westlake Village (CA); Remote; USD 126,000 - 289,000; Full time

Job summary

EY is seeking a Tax Services Senior Manager specializing in Fiduciary Trust Estate Advisory Services. In this role, you will oversee complex fiduciary accountings, manage client relationships, and drive business development initiatives while leading a team. The position offers a competitive salary, flexible work arrangements, and comprehensive benefits.

Benefits

Comprehensive benefits, including health coverage

Flexible work arrangements

Paid time off

Qualifications

• 10+ years of fiduciary accounting experience.
• Experience managing staff and engagements.
• Experience with complex assets and large trusts is a plus.

Responsibilities

• Technical review of complex trust and estate accountings.
• Manage teams to ensure accuracy and timely delivery.
• Engage in business development activities.

Skills

Fiduciary accounting

Trust law

Leadership

Client management

Business development

Education

Bachelor’s degree in Accounting

CPA, EA, Attorney, Fiduciary, or CTFA certification

Tools

Fiduciary accounting software

Microsoft Office

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 United States.

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

The Tax Senior Manager in the Financial Services Office (FSO) - Fiduciary/Trust & Estate Tax Administration Services (FTEAS) provides fiduciary/court accounting services for trusts and estates, serving banks, law firms, family offices, and trustees nationwide. As a senior leader, you will play a key role in strategy and success, overseeing complex trust & estate fiduciary accountings, managing client relationships, business development, and staff supervision.

Your Key Responsibilities

• Technical review of complex trust and estate accountings.
• Manage teams to ensure accuracy and timely delivery.
• Maintain and develop client relationships.
• Engage in business development activities, including client presentations and industry conferences.
• Build relationships with potential clients and support cross-selling efforts.
• Ensure compliance with EY processes, including onboarding, independence, and technology initiatives.
• Prepare estimates for new work and oversee engagement profitability.
• Support staff development and operational efficiencies.
• Complete continuing education to stay current in fiduciary accounting and software applications.

Skills & Attributes for Success

• Strong technical skills in fiduciary accounting and trust law.
• Experience reviewing complex accountings and IRS forms (706, 1041, K-1s).
• Leadership and client management skills.
• Business development expertise.
• Proficiency with fiduciary accounting software and Microsoft Office.

Minimum Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA, EA, Attorney, Fiduciary, or CTFA certification.
• 10+ years of fiduciary accounting experience, managing staff and engagements.
• Experience with complex assets, large trusts, estates, and family offices is a plus.

What We Offer

• Competitive salary range: $126,600 - $289,000 (nationwide); higher in NY, WA, CA.
• Comprehensive benefits, including health coverage, retirement plans, and paid time off.
• Flexible work arrangements, including hybrid models and flexible vacation policies.

If you’re ready to shape your future with confidence, apply today. EY welcomes ongoing applications for this role.

For California residents, additional information is available here.

EY values integrity and high ethical standards, and we are committed to equal opportunity employment and reasonable accommodations for applicants with disabilities.

Additional Details

• Senior Level: Mid-Senior
• Employment Type: Full-time
• Job Function: Other
• Industry: Professional Services