Tax Advisor - Fiduciary Trust Tax Ser - FSO - EDGE - Senior Analyst - Multiple Positions - 1677055

EY•Hoboken, NJ

18h•$108,135•Hybrid

About The Position

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. Tax Advisor - Fiduciary Trust Tax Services - Financial Services Office - Exceptional Delivery and Growth Engine (EDGE) (Senior Analyst) (Multiple Positions) (1677055), Ernst & Young U.S. LLP, Hoboken, NJ. 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.

Requirements

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.
Employer will accept any suitable combination of education, experience or training.

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.

Benefits

We offer a comprehensive compensation and beneﬁts package where you’ll be rewarded based on your performance and recognized for the value you bring to the business.
The base salary for this job is $108,135.00 per year.
In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
Under our ﬂexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances.
You’ll also be granted 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.
Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.