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 works closely with clients to assist them in meeting their business objectives.

• Support 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.

• Serve as a trusted advisor and role model for our people across multiple teams, researching tax law issues, providing 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 that may require additional research and review by a subject matter professional.

• Analyze proper tax treatment of various transactions, learn to identify, review and confirm accuracy in tax reporting, translate complex data from a range of sources 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 for success include:

• 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 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%).

To qualify for the role, you must have:

• A Bachelor 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 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.

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. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.

EY offers 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 company is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities.