EY ยท 1 day ago
Tax Analyst - FSO - Business Tax Services Fiduciary Trust/Estate Advisory Services
New York, NY
Full-time
Hybrid
Entry, Mid Level
$71K/yr - $110K/yr
2+ years expEY is a leader in serving the global financial services marketplace and is looking for a Tax Analyst in their Business Tax Services Fiduciary Trust/Estate Advisory Services. The Analyst will assist in managing fiduciary tax compliance and provide support services for various organizations, ensuring efficient operations and client relationship management.
AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services
Responsibilities
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
Qualification
Required
A bachelor's 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
Preferred
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
Benefits
Medical and dental coverage
Pension and 401(k) plans
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 is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets.
10001+ employees
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)
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2025 (10242)
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2022 (9394)
2021 (5652)
2020 (8849)
Funding
Current Stage
Late StageLeadership Team
Jonathan Williamson
Chief Operating Officer
Abhishek Sen
Partner
Recent News
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