EY · 23 hours ago
Tax Advisor - Fiduciary Trust Tax Ser - FSO - EDGE - Senior Analyst - Multiple Positions - 1677055
Hoboken, NJ
Full-time
Onsite
Entry, Mid Level
$108K/yr - $108K/yr
2+ years expEY is a global leader in assurance, tax, transaction, and advisory services, and they are seeking a Tax Advisor for their Fiduciary Trust Tax Services practice. The role involves preparing tax information statements, tax returns, and providing technical guidance for compliance engagements with various financial institutions.
AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services
No H1B
U.S. Citizen Only
Responsibilities
Support the Fiduciary/Trust Tax Services practice with the preparation and delivery of tax information statements, tax returns and related reporting for agency, custody and fiduciary accounts for tax compliance engagements with banks, wealth management firms, trust companies and law firms
Perform tax research and prepare written tax advice
Prepare tax information statements and tax returns including complex Forms 1041 and state income tax returns for trusts and estates
Identify generation skipping transfer tax events that may require further consultation to determine additional reporting requirements
Provide technical guidance and share knowledge with teams with diverse skills and backgrounds
Consistently deliver quality client services focusing on more complex, judgmental and/or specialized issues
Demonstrate technical capabilities and professional knowledge
Learn about EY and its service lines and actively assess and present ways to apply knowledge and services
Qualification
Required
Must have a Bachelor's degree in Accounting, Business Administration, Finance, Tax, Law, Economics or a related field and two years of related work experience
In lieu of a Bachelor's degree, the employer will accept an additional 2 years of related work experience
Alternatively, will accept a Master's degree in Accounting, Business Administration, Finance, Tax, Law, Economics or a related field and one year of related work experience
Must have 1 year of experience in a professional services or tax services organization preparing federal and state fiduciary income tax returns
Must have 1 year of experience preparing income tax returns with complex pass-through investments including family limited partnerships, publicly traded partnerships and hedge funds
Must have 1 year of experience in review and correcting account and transaction data bridged from client accounting systems to company systems
Must have 1 year of experience with trust tax software applications, including Microsoft Word and Microsoft Excel; and at least one of the following: 1) ONESOURCE Trust Tax, 2) GoSystem, or 3) Wall Street Concepts
Must have 1 year of experience liaising with clients with respect to U.S. taxation
Benefits
Medical and dental coverage
Pension and 401(k) plans
Wide range of paid time off options
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
Funding
Current Stage
Late StageLeadership Team
Jonathan Williamson
Chief Operating Officer
Abhishek Sen
Partner
Recent News
2026-01-16
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