Tax Analyst - FSO - Fiduciary Trust Estate Advisory Services

EY; Hartford (CT); On-site; USD 57,000 - 106,000; Full time

Job summary

EY is seeking a Tax Analyst in Hartford to join its FSO team specializing in fiduciary trust estate advisory services. This role involves managing fiduciary tax compliance for clients, enhancing your skills in a professional, inclusive environment. Applicants should possess a degree in Accounting or a related field and demonstrate strong analytical skills while managing client interactions effectively.

Benefits

Comprehensive compensation and benefits package

Flexible vacation policy

Professional development opportunities

Qualifications

• 2 years of experience in preparation of fiduciary accountings required.
• Strong communication skills with clients are essential.
• Detail-oriented individuals capable of managing their workload.

Responsibilities

• Prepare and review fiduciary accountings for trusts and estates.
• Manage client relationships and maximize operating efficiency.
• Conduct internal and external training to enhance knowledge.

Skills

Fiduciary tax compliance

Client relationship management

Attention to detail

Analytical skills

Education

Bachelor's degree in Accounting, Finance or Economics

Tools

Microsoft Word

Microsoft Excel

Job description

Tax Analyst - FSO - Fiduciary Trust Estate Advisory Services

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Tax Analyst - FSO - Fiduciary Trust Estate Advisory Services

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Locations: New York City, Jericho, Hoboken, Stamford, Hartford, Boston, Philadelphia, Chicago, Dallas, Los Angeles, Irvine, San Francisco, San Jose.

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 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!

The opportunity

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.

Your key responsibilities

We are looking for a motivated individual who can provide trust tax compliance outsourcing and support services for organizations who 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.

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 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
  
  

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 We Offer You

At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.

• 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 $58,300 to $96,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $70,100 to $109,400. 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.
• Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
• 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.
  
  

Are you ready to shape your future with confidence? Apply today.

EY accepts applications for this position on an on-going basis.

For those living in California, please click here for additional information.

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

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

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 either 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 [e-mail].

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Professional Services

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