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

The opportunity

When you join our Fiduciary/Trust Tax Services team, you’ll be at the heart of EY’s critical mission to build a better working world by applying your knowledge, skills and experience in assisting clients in meeting their business objectives. You will learn, grow and contribute — building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice.

Key Responsibilities

• 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.

• Performing tax research and preparing written tax advice
  Preparing tax information statements and tax returns including complex Forms 1041 and state income tax returns for trusts and estates
  Reviewing and interpreting wills and trust documents to determine fiduciary tax reporting requirements confirm beneficiary allocations and identify matters that may require additional research and review by a subject matter professional such as determination of state tax nexus.

• Analyzing proper tax treatment of various transactions, learning to identify, review and confirm accuracy in tax reporting
  Translating complex data from a range of sources into client-ready insights and deliverables to support informed decision-making concerning required tax reporting

• 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.

Skills and Attributes for Success

• 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, to 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 participating 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
• Excellent organizational and verbal/written communication skills
• Commit to periodic travel (10-15%)

Qualifications

• Bachelor degree or equivalent experience (Accounting, Business, Finance or equivalent degree preferred)
• Minimum 2 years of experience in a professional services or tax services organization and preparing federal and state fiduciary income tax returns
• Proficient in computer software applications, including Microsoft Word, Excel and PowerPoint, knowledge of trust accounting systems and tax software applications, including ONESOURCE™ Trust Tax
• Experience preparing income tax returns with complex pass-through investments, 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 our clients, understand their unique needs to provide tailored services
• Manage workflow effectively to comply with clients’ needs and expectations and complete special projects