[Remote] Services Manager - Fiduciary/Trust & Estate Accounting Services

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

Company H1B Sponsorship