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

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

Visit EY and apply for this Tax Analyst role focused on Business Tax Services Fiduciary Trust/Estate Administration Services. Join a global professional services firm dedicated to the financial services industry.

Location: New York, Los Angeles, Boston, Iselin, Jericho, Hoboken, Hartford

EY is a leader in serving the global financial services marketplace and the only professional services firm with a dedicated business unit for the financial services industry – the Financial Services Organization (FSO). Our focus is on helping financial institutions thrive, and our dynamic FSO team seeks knowledgeable professionals who thrive on complex challenges.

Fiduciary Trust & Estate Tax Administration Services (FTEAS) provides fiduciary/court accounting services. The Analyst will assist the team in managing the FTEAS business conducted out of his or her office and support the leadership team in strategy development.

• 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 (bank statements, brokerage statements, checking accounts) to determine proper accounting treatment
• Participate in internal and external training for fiduciary law and software applications
• Communicate regularly with client liaison and client trust administration team
• Interact with supervisor and colleagues, including data entry staff
• Handle start-to-finish accounting processes, including monthly billing
• Organize and maintain personal account workload
• Maintain required annual CPE credits
• Participate in business development activities

• Bachelor’s degree in Accounting, Finance, Economics or related field
• Minimum of 2 years experience in fiduciary accountings preparation
• Knowledge of current fiduciary accounting law
• Strong technical, verbal, and written communication skills
• Experience managing client relationships
• Detail oriented
• Basic computer proficiency in Microsoft Word and Excel
• Approximately 2 years of experience in professional services or tax organization
• Excellent interpersonal, analytical, and problem-solving skills
• Ability to adapt work style to internal and client teams
• Strong analytical, quantitative, interpersonal, and written/verbal communication skills
• Willingness to travel as needed; hybrid work environment

• Experience with Thomson Reuters FAS accounting system
• Paralegal degree with trust and estate knowledge, experience in an accounting firm or bank trust department
• Experience in a law firm

Professional with fiduciary experience and a genuine interest in providing outstanding service to influential clients. You’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

• Comprehensive compensation and benefits package with competitive base salary ($58,900–$97,400 nationwide)
• Hybrid model: most people in client‑facing roles work in person 40–60% of the time
• Flexible vacation policy; time off for EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence
• Medical and dental coverage, pension and 401(k) plans, paid time off options

Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an ongoing basis.

EY focuses on high‑ethical standards and integrity among employees and expects all candidates to demonstrate these qualities.

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 including veterans with disabilities. If you have a disability and need assistance applying online or need to request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3, select option 2 for candidate related inquiries, then select option 1 for candidate queries and finally select option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at