Note: The job is a remote job and is open to candidates in USA. EY is a leader in serving the global financial services marketplace, and they are seeking a Services Manager for their Fiduciary/Trust & Estate Accounting Services team. The role involves managing client relationships, overseeing technical review of complex fiduciary accountings, and ensuring compliance with EY processes and procedures.
Responsibilities
- Technical preparation and review of complex trust and estate accountings
- Perform complex calculations and reconstruction when required
- Research of state specific principal and income acts when needed
- Responsible for managing client relationships and retaining client good will
- Participate in weekly sales calls, and client presentations and business development meetings, when requested
- Provide timely and effective responses to client needs and compliance requirements
- Provide estimates for new accounting work and prepare all required documentation for new engagements
- Build and maintain strong relationships with internal EY groups
- Facilitate communications and provide assistance to team members by sharing knowledge, offering advice, and making decisions to meet engagement deliverables
- 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
- Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections
Skills
- Bachelor's degree
- CPA, EA, licensed Attorney, Professional Fiduciary or CTFA (Certified Trust and Fiduciary Advisor) certification
- 5+ 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
- Experience working with complex assets (LLCs, partnerships, alternative investments, etc.) and large trusts and estates
- Demonstrated excellent interpersonal, analytical, and problem-solving ability
- Excellent verbal and written communication skills
- Experienced at reviewing IRS Forms 706, 1041 and K-1s
- Experience working with family offices a plus
- Understanding of complex investments and fiduciary tax
- Understanding of trust structures and trust terminology
- Ability to review and interpret trust agreements and estate planning documents
- Strong management and leadership skills
- Strong client interaction skills
- Proficient with software applications, including OneSource Accounting Software FAS; Microsoft Word and Excel
Benefits
- Medical and dental coverage
- Pension and 401(k) plans
- A wide range of paid time off options
- Hybrid model with expectation to work in person 60% of the time
- Flexible vacation policy
- Time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence
Company Overview
EY is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets. It was founded in 1989, and is headquartered in Chicago, Illinois, USA, with a workforce of 10001+ employees. Its website is https://www.ey.com/en_gl/entrepreneurial-winning-women.Company H1B Sponsorship
EY has a track record of offering H1B sponsorships, with 1567 in 2026, 10235 in 2025, 9877 in 2024, 10966 in 2023, 9394 in 2022, 5652 in 2021, 8849 in 2020. Please note that this does not guarantee sponsorship for this specific role.