FY27 - Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services

The Financial Services Organization (FSO) at EY is seeking talented professionals to join our Fiduciary/Trust Tax Services team. Our dynamic team works closely with clients in banking, wealth management, insurance, and real estate to ensure they meet their business objectives.

About the role

We are looking for individuals who are passionate about solving complex challenges and contributing to the success of our clients. As a member of our team, you will have the opportunity to work on a diverse range of projects and engage with a variety of clients.

Responsibilities

• Support client engagements by participating in day-to-day interactions with team members and providing a quality work product.
• Provide advice and assistance to help clients understand risks and potential needs for additional tax advisory or compliance services.
• Perform tax research and prepare written tax advice.
• Prepare tax information statements and tax returns, including complex Forms 1041 and state income tax returns for trusts and estates.
• Review and interpret wills and trust documents to determine fiduciary tax reporting requirements, confirm beneficiary allocations, and identify matters requiring additional research.
• Analyze proper tax treatment of various transactions and translate complex data into client-ready insights and deliverables.
• 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.

Requirements

• Bachelor's degree or equivalent experience in Accounting, Business, Finance, or a related field.
• Minimum 2 years of experience in a professional services or tax services organization, with a focus on preparing federal and state fiduciary income tax returns.
• Proficiency in computer software applications, including Microsoft Word, Excel, and PowerPoint.
• Knowledge of trust accounting systems and tax software applications, such as ONESOURCE™ Trust Tax.
• Experience preparing income tax returns with complex pass-through investments and the ability to read and interpret trust agreements.
• Ability to work effectively both independently and with a team, assist with a variety of projects of varying degrees of complexity.
• Knowledge of taxation, trusts and estates, wealth planning, and fiduciary income taxation.
• Demonstrated technical expertise in fiduciary accounting matters.
• Build effective relationships with clients and understand their unique needs to provide tailored services.
• Manage workflow effectively to comply with clients' needs and expectations and complete special projects.
• Excellent organizational and verbal/written communication skills.
• Commitment to periodic travel (10-15%).

Skills

• Collaborate with clients and colleagues to analyze tax issues, determine alternative methods of problem-solving, and arrive at recommendations.
• Support managers, senior managers, and PPEDs with reconciling returns, e-filing returns, and validating data in the tax system.
• Communicate with client tax liaisons, client trust administration teams, and client trust officers to gather required information, share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns, and related reporting.
• Support billing and collections for tax compliance and related services and participate in the process of contract renewals and new business pursuits.
• Translate complex tax issues to colleagues, clients, and non-tax professionals to enable evaluation and review of tax compliance requirements central to fulfilling fiduciary tax reporting obligations.
• Manage workflow effectively to comply with clients' needs and expectations and complete special projects.
• Excellent organizational and verbal/written communication skills.
• Commitment to periodic travel (10-15%).

Qualifications

• CPA or EA certification or membership in The Bar is preferred but not required.
• Thorough knowledge of tax compliance, information reporting rules, fiduciary and/or income tax law and concepts required to prepare US federal and state tax information statements and tax returns.
• Strong analytical skills and attention to detail.
• The ability to adapt your work style to work with both internal and client team members.

Benefits

EY offers a comprehensive compensation and benefits package, including medical and dental coverage, pension and 401(k) plans, and a flexible vacation policy. Individual salaries within the range are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills, and geography.

Pay

The base salary range for this job in all geographic locations in the US is $76,000 to $125,300. The base salary range for New York City Metro Area, Washington State, and California (excluding Sacramento) is $91,100 to $142,400.

Schedule

Our expectation is for most people in external, client-serving roles to work together in person 60% of the time over the course of an engagement, project, or year. 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.

Equal Opportunity Employer

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.