Tax Services Manager - FSO - Fiduciary Trust Tax Services

Tax Services Manager - FSO - Fiduciary Trust Tax Services Location: New York Other locations: Primary Location Only Date: May 18, 2026 Requisition ID: 1710997 Key Responsibilities You will support the Fiduciary/Trust Tax Services practice with the preparation and delivery of tax information statements, tax returns and related reporting for agency, custody and fiduciary accounts for tax compliance engagements with banks, wealth management firms, trust companies and law firms. You’ll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role. You’re likely to spend your time on a diverse array of projects, responsibilities and tasks, supporting client engagements by participating in day-to-day interactions with team members, providing a quality work product and driving delivery of services to meet deadlines. You will serve as a trusted advisor and role model for our people across multiple teams, research tax law issues, provide advice and assistance to help clients understand risks and potential needs for additional tax advisory or compliance services. Manage others in performance of tax compliance services, and review and confirm accuracy in tax reporting Communicate complex tax issues and enable evaluation and review of tax compliance requirements central to fulfilling fiduciary tax reporting obligations Oversee multiple tax engagements of various sizes, coordinating production and delivery of all tax deliverables, managing people and resources, implementing new processes and procedures, and managing engagement economics throughout the year Identify service enhancements that will improve tax deliverables and engagement economics via improved accuracy of bridged data, educating engagement team members to increase knowledge of clients’ trust accounting systems, ensuring the team uses ONESOURCE™ Trust Tax software fully, implementing leading practices, enhancing communication skills for continued growth, and helping team members identify gaps that need analysis and review, and distinguishing routine from non‑routine service deliverables that may be out of scope Qualifications Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics CPA, EA or Licensed Attorney Minimum 5 years of experience in a professional services or tax services organization Experience with fiduciary tax law concepts and with preparing US federal and state fiduciary tax returns Proficient in computer software applications, including Microsoft Word, Excel and PowerPoint, trust accounting systems and tax software applications, including ONESOURCE™ Trust Tax Thorough knowledge of fiduciary and/or income tax law and concepts required to prepare US federal and state tax information statements and tax returns Proficient in reading and interpreting trust agreements Knowledge of and interest in taxation, trusts and estates, wealth planning and fiduciary income taxation Strong verbal and written communication skills Good technical experience in fiduciary accounting matters Experience managing people and projects Preferred Qualifications Strong analytical skills and attention to detail The ability to adapt your work style to work with both internal and client team members What We Look For We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. Benefits At EY, we’ll develop you with future‑focused skills and equip you with world‑class experiences. We’ll empower you in a flexible environment and fuel your extraordinary talents in a diverse and inclusive culture of globally connected teams. We offer a comprehensive compensation and benefits package with base salary ranging from $103,100 to $188,900 in the U.S., with higher ranges for New York City Metro Area, Washington State and California (excluding Sacramento). Total Rewards includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join a team‑led and leader‑enabled hybrid model. Most people in external, client‑serving roles are expected to work together in person 60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, winter/summer breaks, personal/family care, and other leaves of absence when needed to support your well‑being. Equal Employment Opportunity Statement EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. Disability Accommodation EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at View email address on click.appcast.io. #J-18808-Ljbffr Ernst & Young Advisory Services Sdn Bhd