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

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

Location:

New York (other locations: anywhere in region)

Date:
Oct 30, 2025

Requisition

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 place us at the heart of the evolving financial services industry, partnering with clients across banking, capital markets, wealth and asset management, insurance, 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.

We are looking for a motivated individual who can provide trust tax compliance outsourcing and support services for organizations that utilize a trust accounting system, including banks, wealth management firms, family offices, trust companies and law firms. The ideal candidate will review, prepare, and oversee accounts, manage client relationships, and maximize operating efficiency.

• Prepare and review fiduciary accountings for trusts, estates, and guardian ships
• 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) 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

• A bachelor's degree in Accounting, Finance, Economics, or a related field
• At least 2 years of experience preparing fiduciary accountings
• Knowledge of current fiduciary accounting law
• Strong technical, verbal, and written communication skills with the ability to participate in internal meetings and client meetings
• Experience 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 a professional tax organization
• Demonstrated excellent interpersonal, analytical, and problem‑solving ability
• Adaptability 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

• Experience with the Thomson Reuters FAS accounting system (preferred but not required)
• A paralegal degree with trust and estate knowledge, and experience in an accounting firm or bank trust department (preferred)
• Experience working in a law firm (preferred but not required)

We’re interested in professionals with fiduciary experience and a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

• A comprehensive compensation and benefits package that rewards performance and recognizes the value you bring. Base salary ranges vary by location: $58,900‑$97,400 nationwide; $70,800‑$110,500 for New York City, Washington State, and…