Accounting Analyst jobs in United States, New York, New York

Key Responsibilities

• Technical preparation and review of complex trust and estate accountings.
• Perform complex calculations and reconstruction when required.
• Research of state specific principal and income acts when needed.
• Responsible for managing client relationships and retaining client good will.
• Participate in weekly sales calls, and client presentations and business development meetings, when requested.
• Provide timely and effective responses to client needs and compliance requirements.
• Provide estimates for new accounting work and prepare all required documentation for new engagements.
• Build and maintain strong relationships with internal EY groups.
• Facilitate communications and provide assistance to team members by sharing knowledge, offering advice, and making decisions to meet engagement deliverables.
• Develop operational efficiencies to deliver timely high-quality services and work products.
• Contribute to a flexible, stable and team oriented working culture that fosters staff development.
• Complete self- study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements.
• Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections.

Skills and Attributes for Success

To qualify for the role, you must have

• Bachelor’s degree.
• CPA, EA, licensed Attorney, Professional Fiduciary orCTFA (Certified Trust and Fiduciary Advisor) certification
• 5+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm with a proven track record of successfully managing staff and engagements.
• Excellent technical fiduciary accounting skills.

• Experience working with complex assets (LLCs, partnerships, alternative investments, etc.) and large trusts and estates.
• Experience working with family offices a plus.
• Demonstrated excellent interpersonal, analytical, and problem-solving ability.
• Excellent verbal and written communication skills.

• Experienced at reviewing IRS Forms 706, 1041 and K-1s.

Ideally, you will also have

• Understanding of complex investments and fiduciary tax.
• Understanding of trust structures and trust terminology.
• Ability to review and interpret trust agreements and estate planning documents.
• Strong management and leadership skills.
• Strong client interaction skills.
• Proficient with software applications, including OneSource Accounting Software FAS; Microsoft Word and Excel.

Key Responsibilities:

• Assist in the assessment of the client’s controllership function including drafting current state process documentation and future state implementation roadmaps.
• Support clients during controllership transformation journeys including implementation of process optimization initiatives.
• Assist in drafting risks and controls frameworks and helping clients remediate control deficiencies.
• Be able to understand and articulate the accounting and controls implications of changes to controllership processes.
• Provide clients with accounting assistance or transactions support as necessary.
• Lead project management activities.
• Support business development initiatives.
• Support Managers and Senior Managers with solution-specific requests and needs.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field; CPA or equivalent certification preferred.
• 3-5 years of experience in public accounting, financial advisory, industry, or a related field.
• Foundational understanding of finance and accounting processes, including upstream business processes.
• Operational accounting experience is a plus.
• Strong PowerPoint and Excel skills.
• Strong analytical and problem-solving skills, with the ability to think critically and operate independently.
• Familiarity with AI, automation, and dashboarding tools and their application in accounting and finance.
• Knowledge and/or experience with digital technologies and their impact on the record to report process including analytical tools, close and reporting tools, and ERP systems.
• Excellent communication and collaboration skills.

• Proactive attitude and willingness to take initiative, contribute, and think outside the box.

• The ability and willingness to travel and work in excess of standard hours when necessary
• Access to reliable transportation to/from the EY office and client sites. A driver's license is strongly recommended as ride share and public transportation options may not be available in all locations.

Ideally, you'll also have

• A master's degree in Accounting, Finance, or complementary discipline such as data analytics.

New York or Remote- Seasonal Tax Senior Manager-Real Estate

Your key responsibilities

As a Seasonal Senior Manager, you'll provide clients with tax guidance and consulting related to tax accounting and planning (internal restructurings, acquisitions, dispositions, carve-out financial statements, GAAP conversions from US GAAP to IFRS or IFRS to US GAAP, share based compensation, financial statement restatements and balance sheet remediation of tax accounts). You'll also assist companies with all aspects of their preparation of the tax provision. In addition, you'll also have the opportunity review of the tax provision process to improve efficiency and accuracy and enhance the control environment and assessing tax risk and control environments inclusive of and beyond the boundaries of Sarbanes-Oxley Section 404.

Skills and attributes for success

• Tax Accounting Projects and Consulting
• Real Estate experience a plus
• Tax Provision Preparation/Review ' assist companies with all aspects of their preparation of the tax provision
• Process and Controls Enhancement
• Key Risks Identification, Prioritization, Monitoring and Remediation

To qualify for the role you must have

• A bachelor's degree in a related field, supported by significant tax or legal experience; MST, MAcc, or JD/LLM preferred
• Valid US Certified Public Accountant (CPA) license or active state bar membership
• Minimum of 10 years of work experience in professional services, tax organization, law firm, or IRS
• Broad understanding and experience with federal income taxation
• Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail

This team comprises our most highly specialized resources in the area of ASC 740, provision process and internal controls over the tax provision. As a member, you will work closely with our leaders to serve companies that need assistance with tax accounting for transactions or their on-going tax provision process. As you progress, you’ll become a trusted business advisor to your clients while helping organizations grow. You will also benefit from being mentored by nationally recognized tax professionals who include some of the firm’s most senior tax talent.

Your key responsibilities

As a Senior Manager, you’ll provide clients with tax guidance and consulting related to tax accounting and planning (internal restructurings, acquisitions, dispositions, carve-out financial statements, GAAP conversions from US GAAP to IFRS or IFRS to US GAAP, share based compensation, financial statement restatements and balance sheet remediation of tax accounts). You’ll also assist companies with all aspects of their preparation of the tax provision. In addition, you’ll also have the opportunity review of the tax provision process to improve efficiency and accuracy and enhance the control environment and assessing tax risk and control environments inclusive of and beyond the boundaries of Sarbanes-Oxley Section 404.

Skills and attributes for success

• Tax Accounting Projects and Consulting
• Tax Provision Preparation/Review – assist companies with all aspects of their preparation of the tax provision
• Process and Controls Enhancement
• Key Risks Identification, Prioritization, Monitoring and Remediation

To qualify for the role you must have

• A bachelor's degree in a related field, supported by significant tax or legal experience; MST, MAcc, or JD/LLM preferred
• Valid US Certified Public Accountant (CPA) license or active state bar membership
• Minimum of 8 years of work experience in professional services, tax organization, law firm, or IRS
• Broad understanding and experience with federal income taxation
• Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail
• Ability to travel 50%+ and work on out-of-town projects

Ideally, you’ll also have

• Strong ASC 740 and/or IAS 12 experience as well as experience in corporate tax planning and compliance; Relevant tax experience or equivalent experience in business or industry with a broad exposure to federal income taxation

Your Key Responsibilities

• Technical review of complex trust and estate accountings.
• Managing teams to ensure accuracy and timely delivery of work products to clients.
• Managing client relationships.
• Actively participate in business development including weekly sales calls, client presentations, marketing efforts and business development meetings.
• Commit to client satisfaction by providing timely and effective responses to client needs and compliance requirements, thereby enhancing long-term working relationships.
• Provide estimates for new accounting work and prepare all required documentation for new engagements. Work with the various EY channels to establish client and/or engagement codes for all business. Vet matters for Independence and oversee/ensure compliance with eDocs.
• Build and maintain strong relationships with internal EY groups.
• Develop operational efficiencies to deliver timely high-quality services and work products.
• Contribute to a flexible, stable and team-oriented working culture that fosters staff development.
• Complete self- study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements.
• Review and monitor engagement profitability, staff efficiency and workload assignments to meet deliverables.
• Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections.

• Decisions made by the Senior Manager include review of accountings, the interpretation of trust documents; reviewing and interpreting accounting concepts and state/local filing requirements; reviewing tax documents; reviewing bank, brokerage statements and other documents in connection with the preparation of accountings; developing and applying processes to meet the needs of the engagements and the business in general.

To qualify for this role, you must have

• Bachelor’s degree.
• CPA, EA, licensed Attorney, Professional Fiduciary or CTFA (Certified Trust and Fiduciary Advisor) certification
• 10+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm with a proven track record of successfully managing staff and engagements

• Excellent technical fiduciary accounting skills.
• Experienced at reviewing complex accountings and IRS Forms 706, 1041 and K-1s.
• Understanding complex investments and tax concepts.
• Understanding of trust structures and trust terminology.
• Ability to review and interpret trust agreements and estate planning documents.
• Comfort and ability to research state specific principal and income acts and other relevant state laws.
• Strong management and leadership skills.
• Strong client interaction skills.
• Strong business development skills.
• Excellent organizational skills.
• Proficient with software applications, including Thomsons Reuters fiduciary accounting software – FAS, Microsoft Word, and Excel.
• Thorough understanding of fiduciary tax law and concepts required to prepare fiduciary/court accountings.

Ideally, you will have

• Experience working with complex assets and large trusts and estates.
• Experience working with family offices.
• Demonstrated excellent interpersonal, analytical, and problem-solving ability.

Integrated Risk Management (IRM) Managed Services Center Senior Analyst (Senior)

The risk landscape is continuously changing due to market volatility, geopolitical crises, wide-spread economic changes, regulatory reforms and cyber threats. As a result, organizations look to us to transform their approach to risk to turn it in a means to not only protect the enterprise but create value.

Clients retain IRM Managed Services to assist them with transforming their risk functions and providing operational support for technology solutions to provide the executive leadership with valuable insight for decision making. As an IRM professional you will belong to a globally connected team of specialists delivering services from our Dallas Service Center.

Your Key Responsibilities

As a member of our IRM service center, you will be part of a specialized team supporting the delivery of risk and technology solutions on Governance, Risk, and Compliance (GRC) platforms such as Archer Technologies and Service Now.

Skills and Attributes for Success

• Responsible for managing IRM service center delivery around GRC offerings
• Support ongoing maintenance and enhancement requirements for our clients
• Supervising daily activities of 8-12 service center Tier 1 or 2 Analysts
• Managing project/engagement budgets for IRM service center capabilities
• Support development of policies and procedures to guide IRM service center activities
• Assist IRM service center manager with project planning and identification of opportunities to improve delivery of services
• Communicate issues and seek support in a timely manner to eliminate roadblocks and drive collaboration, speed, innovation, and excellence
• Maintain a professional communicative relationship with IRM engagement team utilizing IRM service center support
• Provide timely, comprehensive, and accurate information in both written and verbal communications

To qualify for the role, you must have

• 2+ years of relative development experience as a System Administrator
• Archer Certified Administrator – Specialist or Archer Certified Administrator – Expert (formerly Archer Certified Professional)
• Experience with data feeds, APIs, and other integrations
• Proficiency with Microsoft Office (e.g., Outlook, Word, Excel, PowerPoint, etc.)
• Possess working knowledge of and prior experience applying risk management fundamentals
• Excellent written and oral communication skills
• Proven leadership skills
• Past experience managing and prioritizing multiple projects / work streams
• Ability to think critically and problem solve
• A team-focused mentality with the proven ability to work effectively with diverse stakeholders
• Proactive attitude, seeking for improvement opportunities which can positively impact the business
• An ability to work under pressure while maintaining a professional image and approach
• Decision-making capabilities, with an ability to weigh the pros and cons of potential actions and identify the most appropriate one

Ideally, you’d also have

• Associate or Bachelor’s degree in Computer Science, Information Systems, Business, or other related area of study preferred
• Prior military experience preferred
• Ability to obtain and maintain a Secret-level clearance or higher
• Past experience mentoring and developing personnel
• ServiceNow Certifications: Certified System Administrator (CSA)
• Proficiency with scripting and data integration within the ServiceNow platform
• 2+ years of supervisory experience