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Jobs · Accounting · California

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

EY · San Jose, CA · 2 wk ago
On-siteAccounting$76k–$125k/yrFull-time

About the role

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.

Responsibilities

  • 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

Requirements

  • 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

  • Excellent organizational and verbal/written communication skills

  • Commit to periodic travel (10-15%)

Qualifications

  • CPA or EA certification or membership in The Bar desired, but not required

  • Thorough knowledge 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

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, 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

  • Responsible for training less experienced team members on administrative tasks and tasks supporting the tax compliance process

Benefits

At EY, 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 $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. 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.

Pay

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.

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