Tax Services Analyst - National Tax - Fiduciary Trust & Estate Accounting Services

Job description

Tax Services Experienced Staff - National Tax – Fiduciary Trust & Estate Accounting Services

 

Our National Tax Department (NTD) serves high-profile, national and multinational clients, providing a range of domestic and international transactional tax planning services and tax-related advisory services. The combination of knowledge and experience forms the basis of our ability to assist clients in meeting their business objectives. We believe that by managing our clients’ tax obligations responsibly and proactively we can make a critical difference, and you’ll be at the heart of this mission.

 

The opportunity

Ernst & Young LLP’s Fiduciary Trust & Estate Accounting Services (FTEAS) practice is a leading provider of comprehensive fiduciary/court accounting services for all trust and estate matters. We specialize in providing annual, biannual, triennial and event-driven accountings to help our clients effectively manage their fiduciary obligations. Our years of experience with trust and estate accountings have allowed us to develop a methodology and process that makes the preparation of accountings an efficient and cost-effective solution for our clients. Our team is dedicated to providing exceptional service, with open lines of communication, and protecting the confidentiality of our clients and their families. 

As a member of the FTEAS team, you have the opportunity to develop your career through a broad scope of engagements, mentoring and formal learning. That’s how we develop outstanding leaders who team to deliver on our promises to all of our stakeholders, and in so doing, play a critical role in building a better working world for our people, for our clients and for our communities. Sound interesting? Well this is just the beginning. Because whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

 

  Your key responsibilities

 

This position is responsible for preparing fiduciary/court accountings for various banks, trust companies, attorneys and family offices. Successful performance in this position is dependent on the production of accurate reports in a volume-driven environment within deadline-driven time frames established by our clients’ needs.

 

Skills and attributes for success

·  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

To qualify for the role you must have

· 
A bachelor's degree in Accounting, Finance or Economics a related field

· 
A certified public accountant certification or membership in The Bar is a plus, but not required

·  A minimum of 1 - 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 1-2 years ofwork 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 andwritten/verbal communication skills; problem-solving ability andattention to detail

 

Ideally, you’ll also have

·  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

 

What we look for

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

 

What working at EY offers

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a minimum of 22 days of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

· 
Support, coaching and feedback from some of the most engaging colleagues in the industry

· 
Opportunities to develop new skills and progress your career

· 
The freedom and flexibility to handle your role in a way that’s right for you

 

About EY

As a global leader in assurance, tax, transaction and advisory services, we’re using the finance products, expertise and systems we’ve developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities andcreativefreedom to make things better.Whenever you join, however long you stay, theexceptionalEY experience lasts a lifetime.And with a commitment to hiring and developing the most passionate people, we’ll make our ambition to be the best employer by 2020 a reality.

 

If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

Join us in building a better working world.

 

Apply now.