EY

Fiduciary/Trust & Estate Administration Services Manager

EY

full-time

Posted on:

Location Type: Office

Location: New York City • California, New York • 🇺🇸 United States

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Salary

💰 $103,100 - $188,900 per year

Job Level

SeniorLead

About the role

  • 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
  • Actively participate in business development including weekly sales calls, client presentations, marketing efforts and business development meetings
  • Build relationships with potential new clients
  • Attend industry conferences and other business development events
  • Commit to client satisfaction by providing timely and effective responses to client needs and compliance requirements
  • 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 to assist with cross-selling FTEAS and other EY lines of business
  • 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
  • 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

Requirements

  • Bachelor’s degree required; graduate degree preferred; CPA or paralegal a plus
  • 8+ 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
  • Experience working with complex assets and large trusts and estates
  • Experience working with family offices a plus
  • Demonstrated excellent interpersonal, analytical, and problem-solving ability
  • Excellent verbal and written communication skills
  • Excellent technical fiduciary accounting skills
  • Experienced at reviewing IRS Forms 706, 1041 and K-1s.
Benefits
  • medical and dental coverage
  • pension and 401(k) plans
  • a wide range of paid time off options
  • flexible vacation policy
  • time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
fiduciary accountingcomplex calculationsIRS Forms 706IRS Forms 1041IRS Forms K-1engagement profitabilitystaff efficiencyworkload assignmentsbusiness developmentclient presentations
Soft skills
interpersonal skillsanalytical skillsproblem-solvingverbal communicationwritten communicationclient relationship managementteam-orientedflexibilitystaff developmentdecision making
Certifications
Bachelor's degreegraduate degreeCPAparalegal certification