Apply on Employer Site

EY · 1 day ago

Senior Analyst - Fiduciary/Trust & Estate Accounting Services

San Francisco, CA

Full-time

Hybrid

Mid, Senior Level

$90K/yr - $141K/yr

3+ years exp

EY is a leader in serving the global financial services marketplace, and they are seeking a Senior Analyst for Fiduciary/Trust & Estate Accounting Services. The role involves preparing complex fiduciary accountings, managing client relationships, and ensuring compliance with company processes.

AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Preparation of complex trust & estate fiduciary accountings

Managing client relationships

Maximizing operating efficiency

Maintaining profitability

Ensuring compliance with all EY processes and procedures

Assisting with special projects when requested

Performing complex calculations and reconstruction when required

Researching state specific principal and income acts when needed

Participation in business development initiatives when requested

Building relationships with potential new clients

Qualification

Fiduciary accountingCPAParalegalComplex asset managementIRS Forms 706K-1sTrust structures knowledgeFiduciary tax lawClient relationship managementAnalytical skillsSoftware proficiencyInterpersonal skillsProblem-solving abilityCommunication skills

Required

Bachelor's degree in Accounting, Finance, or similar discipline

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

Demonstrated excellent interpersonal, analytical, and problem-solving ability

Willingness to travel as needed, and working in a balanced hybrid environment

Preferred

CPA or paralegal is a plus

Experience working with family offices a plus

Excellent verbal and written communication skills

Excellent technical fiduciary accounting skills

Experienced at 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

Benefits

Medical and dental coverage

Pension and 401(k) plans

A wide range of paid time off options

Flexible vacation policy

Designated EY Paid Holidays

Winter/Summer breaks

Personal/Family Care

Other leaves of absence when needed to support your physical, financial, and emotional well-being

Company

EY

Glassdoor3.8

EY is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets.

Founded in 1989

London, England, GBR

10001+ employees

http://www.ey.com

H1B Sponsorship

EY has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (10242)

2024 (9877)

2023 (10966)

2022 (9394)

2021 (5652)

2020 (8849)