FY- Senior Analyst - FSO - Fiduciary​/Trust & Estate Accounting Services

Location:

Chicago, Dallas, Hartford, Hoboken, Iselin, Los Angeles, Nashville, New York, San Francisco, San Jose

When you join our Fiduciary/Trust Tax Services team, you’ll be at the heart of EY’s 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.

• 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.
• Review and interpret wills and trust documents to determine fiduciary tax reporting requirements, confirm beneficiary allocations and identify matters requiring additional research.
• Analyze proper tax treatment of various transactions and confirm accuracy in tax reporting.
• Translate complex data from a range of sources into client‑ready insights and deliverables to support informed decision‑making concerning required tax reporting.

• Collaborate with clients and colleagues to analyze tax issues and arrive at recommendations.
• Support managers, senior managers and PPEDs with reconciling returns, e‑filing returns, and validating data in the tax system.
• Communicate with client tax liaisons and trust administration teams to gather information and support decision‑making.
• Support billing and collections for tax compliance and related services and participate in contract renewals and new business pursuits.
• Communicate complex tax issues to colleagues, clients and non‑tax professionals.
• Train less experienced team members on administrative tasks supporting the tax compliance process.

• Bachelor’s 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.
• Proficiency in 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 and interpreting trust agreements.
• Ability to work effectively both independently and with a team on projects of varying complexity.
• Knowledge of taxation, trusts and estates, wealth planning and fiduciary income taxation.
• Demonstrated technical expertise in fiduciary accounting matters.
• Excellent organizational and verbal/written communication skills.
• Commitment to periodic travel (10–15%).

• CPA or EA certification or membership in the Bar desired, but not required.
• Thorough knowledge of tax compliance, information reporting rules, fiduciary and/or income tax law.
• Strong analytical skills and attention to detail.
• Ability to adapt your work style to work with both internal and client team members.

Compensation and benefits include a comprehensive package with medical, dental, pension and 401(k) plans, and a wide range of paid time off options. Base salary ranges from $76,000 to $125,300 in the U.S., with higher ranges for major metropolitan areas.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities. If you require assistance applying online or want to request an accommodation, please contact the EY Talent Shared Services Team.