Tax Analyst - FSO - Fiduciary Trust Estate Advisory Services

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!

The opportunity

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

We are looking for a motivated individual who can provide trust tax compliance outsourcing and support services for organizations who utilize a trust accounting system including banks wealth management firms family offices trust companies and law firms. The ideal candidate will review prepare and oversee accounts manage client relationships and maximize operating efficiency.

Skills and attributes for success

• 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

To qualify for the role you must have

• A bachelors degree in Accounting Finance or Economics a related field
• A minimum of 2 years of experience in preparation of fiduciary accountings
• Knowledge of current fiduciary accounting law
• Strong technical verbal and written communication skills with ability to participate in internal meetings and client meetings
• Experience with managing client relationships
• Detail oriented
• Strong technical skills in basic computer software applications including Microsoft Word and Excel
• Approximately 2 years of work experience in professional services or professional tax organization
• Demonstrated excellent interpersonal analytical and problem-solving ability
• The ability to adapt your work style to work with both internal and client team members
• Strong analytical quantitative interpersonal and written/verbal communication skills; problem-solving ability and attention to detail
• Willingness to travel as needed and working in a balanced hybrid environment

Ideally youll also have

• Experience working with the Thomson Reuters FAS accounting system preferred but not required
• A Paralegal degree with trust and estate knowledge with experience in an accounting firm or bank trust department is preferred
• Experience working in a law firm preferred but not required

What we look for

Were interested in professionals with fiduciary experience with a genuine interest in providing outstanding services to some of the worlds most influential people. Working with people from all backgrounds from executives and entrepreneurs to investors and families youll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.