Tax Analyst - FSO - Business Tax Services Fiduciary Trust / Estate Advisory Services

Tax Business Tax Services Fiduciary Trust / Estate Administration Services Analyst

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

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. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

Fiduciary Trust & Estate Tax Administration Services (FTEAS) provides fiduciary / court accounting services for banks, law firms, family offices and individuals. The role of the Analyst is to assist the team in the successful management of the FTEAS business conducted out of his or her respective office and assisting, when requested, the FTEAS leadership team in developing and implementing the overall strategy of the FTEAS business.

Your key responsibilities include :

• Prepare and review fiduciary accountings for trusts, estates and guardianships
• Review trust and estate documents, including trust instruments, wills and IRS Form 706
• Review and interpret source data (e.g., bank statements, brokerage statements, checking accounts), in order to determine proper treatment for accounting purposes
• Participate in internal and external training to maintain and enhance knowledge of fiduciary law and software applications
• Communicate with client liaison and / or client trust administration team on a regular basis
• Regular interaction and communication with immediate supervisor, and all department / company co-workers, including data entry staff
• Responsible for start to finish of an accounting, including monthly billing
• Ability to organize and maintain personal account workload
• Maintain annual firm required CPE credits
• Participate in business development activities

Skills and attributes for success include :

We're interested in professionals with fiduciary experience with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. 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. Join us in our team-led and leader-enabled hybrid model. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. 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.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. 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.