Senior Analyst - Fiduciary/Trust & Estate Accounting Services

EY•Hartford, CT

3d•$76,000 - $125,300•Hybrid

About The Position

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. 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 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.

Requirements

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

Nice To Haves

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.

Responsibilities

Preparation of complex trust and estate accountings and perform complex calculations and reconstruction when required.
Research of state specific principal and income acts when needed.
Managing client relationships and retaining client good will
Participation in business development initiatives, when requested and build relationships with potential new clients.

Benefits

comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business.
Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
flexible vacation policy
time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

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