EY ยท 1 week ago
Services Manager - Fiduciary/Trust & Estate Accounting Services
Minneapolis, MN
Full-time
Hybrid
Mid, Senior Level
$103K/yr - $189K/yr
5+ years expEY is a leader in serving the global financial services marketplace and is seeking a Services Manager for Fiduciary/Trust & Estate Accounting Services. The role involves technical review of complex fiduciary accountings, managing client relationships, supervising staff, and ensuring compliance with EY processes to maximize operational efficiency and profitability.
AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services
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
Qualification
Required
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
Preferred
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
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 is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets.
10001+ employees
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
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10242)
2024 (9877)
2023 (10966)
2022 (9394)
2021 (5652)
2020 (8849)
Funding
Current Stage
Late StageLeadership Team
Jonathan Williamson
Chief Operating Officer
Abhishek Sen
Partner
Recent News
2026-01-16
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