EY
Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services
EY, Jericho, New York, United States, 11753
Overview
Join to apply for the
Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services
role at
EY . Locations: New York City, Jericho, Hoboken, San Jose, San Francisco, Los Angeles, Dallas, Chicago, Nashville, Iselin, Hartford. EY is a leader in serving the global financial services marketplace with a dedicated Financial Services Organization (FSO). 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 solving complex challenges, join our dynamic FSO team. The Opportunity FTEAS provides fiduciary/court accounting services for trusts and estates serving banks, law firms, family offices, and individual and professional trustees throughout the United States. The Senior plays an integral role in the success and growth of the FTEAS business. Responsibilities include preparation of complex trust & estate fiduciary accountings; managing client relationships; maximizing operating efficiency; and maintaining profitability. Incumbent will ensure compliance with all EY processes and procedures and, when requested, assist with special projects. Your Key Responsibilities
As a Senior in FTEAS, you will be responsible for the preparation of complex trust and estate accountings and perform complex calculations and reconstruction when required. Research state-specific principal and income acts when needed. Manage client relationships and retain client goodwill, and participate in business development initiatives when requested; build relationships with potential new clients. Skills And Attributes For Success
Commitment to client satisfaction by providing timely and effective responses to client needs and compliance requirements, thereby enhancing long-term working relationships. Build and maintain strong relationships with internal EY groups to assist with cross-selling FTEAS and other EY lines of business. Facilitate communications and provide assistance to team members by sharing knowledge and making decisions to meet engagement deliverables. Develop operational efficiencies to deliver timely high-quality services and work products. Contribute to a flexible, stable and team-oriented working culture. Complete self-study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements. Meet all required deliverable deadlines. Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections. To Qualify for the Role You Must Have
Bachelor’s degree in Accounting, Finance, or similar discipline CPA or paralegal is a plus 3+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm Experience working with complex assets and large trusts and estates Experience working with family offices is a plus Demonstrated excellent interpersonal, analytical, and problem-solving ability Willingness to travel as needed, and ability to work in a balanced hybrid environment Ideally You Will Also Have
Excellent verbal and written communication skills Excellent technical fiduciary accounting skills Experience reviewing IRS Forms 706, 1041 and K-1s Understanding of complex investments and tax concepts Understanding of trust structures and trust terminology Ability to review and interpret trust agreements and estate planning documents Ability to research state-specific principal and income acts and other relevant state laws Strong client interaction skills Proficient with software applications including Microsoft Word, Excel, company-specific systems and fiduciary trust software Understanding of fiduciary tax law and concepts required to prepare fiduciary/court accountings What We Offer You
We offer a comprehensive compensation and benefits package with base salary ranges and total rewards, including medical and dental coverage, pension and 401(k) plans, and paid time off options. Base salary ranges vary by location; total compensation is determined by factors including education, experience, knowledge, skills and geography. Hybrid work model and flexible vacation policy; most client-serving roles are expected to be in person 40-60% of the time over an engagement, project or year. For California residents, additional information is available via local links. Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world. EY teams help clients shape the future with confidence and develop answers for today and tomorrow. EY provides equal employment opportunities and reasonable accommodation to qualified individuals with disabilities, including veterans. For accommodation requests, contact EY’s Talent Shared Services Team. Seniority level
Mid-Senior level Employment type
Full-time Job function
Accounting/Auditing and Finance Industries
Professional Services
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Join to apply for the
Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services
role at
EY . Locations: New York City, Jericho, Hoboken, San Jose, San Francisco, Los Angeles, Dallas, Chicago, Nashville, Iselin, Hartford. EY is a leader in serving the global financial services marketplace with a dedicated Financial Services Organization (FSO). 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 solving complex challenges, join our dynamic FSO team. The Opportunity FTEAS provides fiduciary/court accounting services for trusts and estates serving banks, law firms, family offices, and individual and professional trustees throughout the United States. The Senior plays an integral role in the success and growth of the FTEAS business. Responsibilities include preparation of complex trust & estate fiduciary accountings; managing client relationships; maximizing operating efficiency; and maintaining profitability. Incumbent will ensure compliance with all EY processes and procedures and, when requested, assist with special projects. Your Key Responsibilities
As a Senior in FTEAS, you will be responsible for the preparation of complex trust and estate accountings and perform complex calculations and reconstruction when required. Research state-specific principal and income acts when needed. Manage client relationships and retain client goodwill, and participate in business development initiatives when requested; build relationships with potential new clients. Skills And Attributes For Success
Commitment to client satisfaction by providing timely and effective responses to client needs and compliance requirements, thereby enhancing long-term working relationships. Build and maintain strong relationships with internal EY groups to assist with cross-selling FTEAS and other EY lines of business. Facilitate communications and provide assistance to team members by sharing knowledge and making decisions to meet engagement deliverables. Develop operational efficiencies to deliver timely high-quality services and work products. Contribute to a flexible, stable and team-oriented working culture. Complete self-study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements. Meet all required deliverable deadlines. Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections. To Qualify for the Role You Must Have
Bachelor’s degree in Accounting, Finance, or similar discipline CPA or paralegal is a plus 3+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm Experience working with complex assets and large trusts and estates Experience working with family offices is a plus Demonstrated excellent interpersonal, analytical, and problem-solving ability Willingness to travel as needed, and ability to work in a balanced hybrid environment Ideally You Will Also Have
Excellent verbal and written communication skills Excellent technical fiduciary accounting skills Experience reviewing IRS Forms 706, 1041 and K-1s Understanding of complex investments and tax concepts Understanding of trust structures and trust terminology Ability to review and interpret trust agreements and estate planning documents Ability to research state-specific principal and income acts and other relevant state laws Strong client interaction skills Proficient with software applications including Microsoft Word, Excel, company-specific systems and fiduciary trust software Understanding of fiduciary tax law and concepts required to prepare fiduciary/court accountings What We Offer You
We offer a comprehensive compensation and benefits package with base salary ranges and total rewards, including medical and dental coverage, pension and 401(k) plans, and paid time off options. Base salary ranges vary by location; total compensation is determined by factors including education, experience, knowledge, skills and geography. Hybrid work model and flexible vacation policy; most client-serving roles are expected to be in person 40-60% of the time over an engagement, project or year. For California residents, additional information is available via local links. Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world. EY teams help clients shape the future with confidence and develop answers for today and tomorrow. EY provides equal employment opportunities and reasonable accommodation to qualified individuals with disabilities, including veterans. For accommodation requests, contact EY’s Talent Shared Services Team. Seniority level
Mid-Senior level Employment type
Full-time Job function
Accounting/Auditing and Finance Industries
Professional Services
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