EY Services Senior Manager - Fiduciary/Trust & Estate Accounting 

United States, New York, New York 

357329658

Your Key Responsibilities

• Technical review of complex trust and estate accountings.
• Managing teams to ensure accuracy and timely delivery of work products to clients.
• Managing client relationships.
• Actively participate in business development including weekly sales calls, client presentations, marketing efforts and business development meetings.
• Commit to client satisfaction by providing timely and effective responses to client needs and compliance requirements, thereby enhancing long-term working relationships.
• Provide estimates for new accounting work and prepare all required documentation for new engagements. Work with the various EY channels to establish client and/or engagement codes for all business. Vet matters for Independence and oversee/ensure compliance with eDocs.
• Build and maintain strong relationships with internal EY groups.
• Develop operational efficiencies to deliver timely high-quality services and work products.
• Contribute to a flexible, stable and team-oriented working culture that fosters staff development.
• Complete self- study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements.
• Review and monitor engagement profitability, staff efficiency and workload assignments to meet deliverables.
• Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections.

• Decisions made by the Senior Manager include review of accountings, the interpretation of trust documents; reviewing and interpreting accounting concepts and state/local filing requirements; reviewing tax documents; reviewing bank, brokerage statements and other documents in connection with the preparation of accountings; developing and applying processes to meet the needs of the engagements and the business in general.

To qualify for this role, you must have

• Bachelor’s degree.
• CPA, EA, licensed Attorney, Professional Fiduciary or CTFA (Certified Trust and Fiduciary Advisor) certification
• 10+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm with a proven track record of successfully managing staff and engagements

• Excellent technical fiduciary accounting skills.
• Experienced at reviewing complex accountings and IRS Forms 706, 1041 and K-1s.
• Understanding complex investments and tax concepts.
• Understanding of trust structures and trust terminology.
• Ability to review and interpret trust agreements and estate planning documents.
• Comfort and ability to research state specific principal and income acts and other relevant state laws.
• Strong management and leadership skills.
• Strong client interaction skills.
• Strong business development skills.
• Excellent organizational skills.
• Proficient with software applications, including Thomsons Reuters fiduciary accounting software – FAS, Microsoft Word, and Excel.
• Thorough understanding of fiduciary tax law and concepts required to prepare fiduciary/court accountings.

Ideally, you will have

• Experience working with complex assets and large trusts and estates.
• Experience working with family offices.
• Demonstrated excellent interpersonal, analytical, and problem-solving ability.