Tax Analyst - FSO - Business Tax Services Fiduciary Trust / Estate Advisory Services

Location : New York, Los Angeles, Boston, Iselin, Jericho, Hoboken, Hartford

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Tax - Business Tax Services Fiduciary Trust / Estate Administration Services - Analyst

The opportunity

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

Fiduciary Trust & Estate Tax Administration Services (FTEAS) provides fiduciary / court accounting services for banks, law firms, family offices and individuals. The role of the Analyst is to assist the team in the successful management of the FTEAS business conducted out of his or her respective office and assisting, when requested, the FTEAS leadership team in developing and implementing the overall strategy of the FTEAS business.

Your key responsibilities

We are looking for a motivated individual who can provide trust tax compliance outsourcing and support services for organizations who utilize a trust accounting system including banks, wealth management firms, family offices, trust companies and law firms. The ideal candidate will review, prepare and oversee accounts, manage client relationships and maximize operating efficiency.

Prepare and review fiduciary accountings for trusts, estates and guardianships

Review trust and estate documents, including trust instruments, wills and IRS Form 706

Review and interpret source data (e.g., bank statements, brokerage statements, checking accounts), in order to determine proper treatment for accounting purposes

Participate in internal and external training to maintain and enhance knowledge of fiduciary law and software applications

Communicate with client liaison and / or client trust administration team on a regular basis

Regular interaction and communication with immediate supervisor, and all department / company co-workers, including data entry staff

Responsible for start to finish of an accounting, including monthly billing

Ability to organize and maintain personal account workload

Maintain annual firm required CPE credits

Participate in business development activities

Skills and attributes for success

To qualify for the role, you must have

A bachelor's degree in Accounting, Finance or Economics a related field

A minimum of 2 years of experience in preparation of fiduciary accountings

Knowledge of current fiduciary accounting law

Strong technical, verbal and written communication skills with ability to participate in internal meetings and client meetings

Experience with managing client relationships

Detail oriented

Strong technical skills in basic computer software applications, including Microsoft Word and Excel

Approximately 2 years of work experience in professional services or professional tax organization

Demonstrated excellent interpersonal, analytical, and problem-solving ability

The ability to adapt your work style to work with both internal and client team members

Strong analytical, quantitative, interpersonal and written / verbal communication skills; problem-solving ability and attention to detail

Willingness to travel as needed, and working in a balanced hybrid environment

Ideally, you will have

Experience working with the Thomson Reuters FAS accounting system preferred, but not required

A Paralegal degree with trust and estate knowledge, with experience in an accounting firm or bank trust department is preferred

Experience working in a law firm preferred, but not required

What we look for

We're interested in professionals with fiduciary experience 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.

What we offer you

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 you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .

We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $58,900 to $97,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $70,800 to $110,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.

Under our flexible vacation policy, you'll 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 physical, financial, and emotional well-being.

Are you ready to shape your future with confidence? Apply today.

EY accepts applications for this position on an on-going basis.

For those living in California, please click here for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY | Building a better working world

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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 ssc.customersupport@ey.com .