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

Join EY and help to build a better working world. Our Fiduciary/Trust Tax Services team supports clients in the financial services industry, including banking, wealth management, insurance, and real estate.

• Key Responsibilities:
• Spend time on diverse projects, supporting client engagements by interacting with team members, producing quality work products, and meeting deadlines.
• Act as a trusted advisor, researching tax law issues, providing advice, and assisting clients with understanding 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, and analyze proper tax treatment of various transactions.
• Translate complex data into client-ready insights and deliverables to support informed decision-making concerning required tax reporting.
• 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.

Skills and Attributes: - 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. - Communicate 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. - Exhibit excellent organizational and verbal/written communication skills. - Demonstrate strong analytical skills and attention to detail. - Possess 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. - Build effective relationships with clients, understand their unique needs to provide tailored services. - Ideal candidates have a 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, proficient in computer software applications, including Microsoft Word, Excel, and PowerPoint, knowledge of trust accounting systems and tax software applications, such as ONESOURCE™ Trust Tax, and CPA or EA certification or membership in The Bar.

To apply, visit www.ey.com.