FY27 - Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services

EY•Hartford, CT

4d•$76,000 - $142,400•Hybrid

About The Position

When you join our Fiduciary/Trust Tax Services team, you’ll be at the heart of EY’s critical mission to build a better working world by applying your knowledge, skills and experience in assisting clients in meeting their business objectives. You will learn, grow and contribute — building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice.

Requirements

Bachelor degree or equivalent experience (Accounting, Business, Finance or equivalent degree preferred).
Minimum 2 years of experience in a professional services or tax services organization and preparing federal and state fiduciary income tax returns.
Proficient in computer software applications, including Microsoft Word, Excel and PowerPoint, knowledge of trust accounting systems and tax software applications, including ONESOURCE™ Trust Tax.
Experience preparing income tax returns with complex pass-through investments, read and interpret trust agreements.
Ability to work effectively both independently and with a team, assist with a variety of projects of varying degrees of complexity.
Knowledge of taxation, trusts and estates, wealth planning and fiduciary income taxation.
Demonstrated technical expertise in fiduciary accounting matters.
Build effective relationships with our clients, understand their unique needs to provide tailored services.
Manage workflow effectively to comply with clients’ needs and expectations and complete special projects.
Excellent organizational and verbal/written communication skills.
Commit to periodic travel (10-15%).

Nice To Haves

CPA or EA certification or membership in The Bar desired, but not required.
Thorough knowledge tax compliance, information reporting rules, fiduciary and/or income tax law and concepts required to prepare US federal and state tax information statements and tax returns.
Strong analytical skills and attention to detail.
The ability to adapt your work style to work with both internal and client team members.

Responsibilities

Supporting client engagements by participating in day-to-day interactions with team members, providing a quality work product and driving delivery of services to meet deadlines.
Serving as a trusted advisor and role model for our people across multiple teams.
Researching tax law issues, providing advice and assistance to help clients understand risks and potential needs for additional tax advisory or compliance services.
Performing tax research and preparing written tax advice.
Preparing tax information statements and tax returns including complex Forms 1041 and state income tax returns for trusts and estates.
Reviewing and interpreting wills and trust documents to determine fiduciary tax reporting requirements, confirm beneficiary allocations and identify matters that may require additional research and review by a subject matter professional such as determination of state tax nexus.
Analyzing proper tax treatment of various transactions, learning to identify, review and confirm accuracy in tax reporting.
Translating complex data from a range of sources into client-ready insights and deliverables to support informed decision-making concerning required tax reporting.
Supporting 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.
Collaborating with clients and colleagues to analyze tax issues, determine alternative methods of problem-solving and arrive at recommendations.
Supporting managers, senior managers and PPEDs with reconciling returns, e-filing returns, and validating data in the tax system.
Communicating with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting.
Supporting billing and collections for tax compliance and related services and participating in the process of contract renewals and new business pursuits.
Communicating complex tax issues to colleagues, clients and non-tax professionals to enable evaluation and review of tax compliance requirements central to fulfilling fiduciary tax reporting obligations.
Responsible for training less experienced team members on administrative tasks and tasks supporting the tax compliance process.