EY Tax Analyst - FSO Fiduciary Trust Estate Advisory Services 

United States, New York, New York 

963753874

Your key responsibilities

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.