Fiduciary Accounting Manager

Grassi • Jericho, NY

4d

About The Position

The Fiduciary Accounting Manager is a member of the leadership team and plays a key role in the strategy and success of the practice. This role combines deep technical expertise in fiduciary and court accounting with strong leadership and client relationship management. The Manager ensures the delivery of high-quality, compliant, and timely services while fostering a collaborative, high-performing team culture.

Requirements

• Bachelor’s degree.
• Minimum of 6 years of fiduciary and/or court accounting experience within a bank, law firm, or CPA firm.
• Uniform Principal and Income Act knowledge across jurisdictions- (states)
• Proven experience managing teams, client engagements, and complex fiduciary matters.
• Advanced technical knowledge of fiduciary accounting and fiduciary tax concepts.
• Experience reviewing complex trust and estate accountings and IRS Forms 706, 1041, and K-1s.
• Strong understanding of trust structures, terminology, and estate planning documents.
• Ability to research and apply state-specific principal and income acts and other fiduciary laws.
• Proficiency with GEMS and FAS software as well as Microsoft Word and Excel.
• Strong leadership, organizational, and client-facing skills.
• Demonstrated relationship management capabilities.
• Experience working with large, complex trusts and estates.

Nice To Haves

• Experience supporting family offices.
• Demonstrated analytical, problem-solving, and interpersonal excellence.

Responsibilities

• Perform technical review of complex trust and estate fiduciary and court accountings.
• Lead and manage engagement teams to ensure accuracy, efficiency, and timely delivery of client work products.
• Manage and strengthen client relationships, serving as a trusted advisor to trustees, attorneys, banks, and family offices.
• Provide estimates for new engagements and prepare all required documentation for onboarding new clients and matters.
• Ensure compliance with all firm processes and procedures, eDocs, engagement setup, and technology initiatives.
• Review and interpret trust agreements, estate planning documents, fiduciary accounting principles, and applicable state principal and income acts.
• Review tax-related documents including Forms 706, 1041, and K-1s, as well as bank and brokerage statements and other supporting documentation.
• Develop and implement operational efficiencies to improve quality, turnaround time, and engagement profitability.
• Monitor engagement economics, including billing, collections, staff utilization, and workload assignments.
• Oversee timely and accurate billing and follow up on outstanding receivables.
• Build and maintain strong working relationships with internal teams and service lines.
• Supervise, coach, and develop staff; support recruiting efforts and contribute to a flexible, inclusive, and team-oriented culture.
• Complete required self-study and continuing education to maintain technical expertise in fiduciary accounting, tax concepts, and relevant software applications.

Benefits

• Emphasizing our open-door policy through one-on-one training, having partners readily available to work with and mentor our employees, and providing a structured career path through Partner level
• Strong learning & development opportunities including technical and soft skill trainings, both internally taught and externally taught by well-known instructors in the industry
• “Dress for Your Day” dress code- this allows our employees to plan their outfit around their work responsibilities for the day; jeans for the office, business casual when meeting a client, etc.
• Summer hours: condensed work week Monday through Thursday with an early close on Friday from Memorial Day through Labor Day
• CPA exam reimbursement program including CPA review program, CPA exam fees, additional time off, passing bonus and more
• Discounted gym memberships, wellness programs and a competitive benefits package

What This Job Offers

• Job Type: Full-time
• Career Level: Manager