Tax Analyst - FSO - Business Tax Services Fiduciary Trust/Estate Advisory Services

EY • Hartford, CT

88d • 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.

Tax – Business Tax Services Fiduciary Trust/Estate Administration Services – Analyst

The opportunity
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!

Fiduciary Trust & Estate Tax Administration Services (FTEAS) provides fiduciary/court accounting services for banks, law firms, family offices and individuals. The role of the Analyst is to assist the team in the successful management of the FTEAS business conducted out of his or her respective office and assisting, when requested, the FTEAS leadership team in developing and implementing the overall strategy of the FTEAS business.

Requirements

• 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

Nice To Haves

• 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

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

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 range for this job in all geographic locations in the US is $58,900 to $97,400.
• The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $70,800 to $110,500.
• Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees