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EY · 1 day ago

Services Senior Manager - Fiduciary/Trust & Estate Accounting Services

Seattle, WA

Full-time

Hybrid

Senior Level, Lead/Staff, Director/Executive

$128K/yr - $292K/yr

10+ years exp

EY is a leader in serving the global financial services marketplace and is seeking a Senior Manager for their Fiduciary/Trust & Estate Accounting Services. The Senior Manager will play a crucial role in the strategy and success of the business, overseeing complex fiduciary accountings, managing client relationships, and leading a team to ensure high-quality service delivery.

AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services

Growth Opportunities

H1B Sponsor Likely

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

Qualification

CPAFiduciary accountingTrust structuresIRS Forms 706K-1sThomson Reuters FASBusiness developmentManagement skillsClient interactionAnalytical skillsOrganizational skillsProblem-solving skills

Required

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

Preferred

Experience working with complex assets and large trusts and estates

Experience working with family offices

Demonstrated excellent interpersonal, analytical, and problem-solving ability

Benefits

Medical and dental coverage

Pension and 401(k) plans

Paid time off options

Flexible vacation policy

Designated EY Paid Holidays

Winter/Summer breaks

Personal/Family Care

Other leaves of absence when needed to support your physical, financial, and emotional well-being

Company

EY

Glassdoor3.8

EY is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets.

Founded in 1989

London, England, GBR

10001+ employees

http://www.ey.com

H1B Sponsorship

EY has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2025 (10242)

2024 (9877)

2023 (10966)

2022 (9394)

2021 (5652)

2020 (8849)