BTS-FTTS-Assistant Manager

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. 

 

 

 

 

Tax Services Senior Analyst – Fiduciary/Trust Tax Services

Our Tax and EY practice is made up of a team of professionals providing specialized tax technical services to both US and global clients.

 

The opportunity

When you join EY, you’ll be at the heart of our critical mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute — building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice

 

Your key responsibilities

You’re likely to spend your time on a diverse array of projects, responsibilities, and tasks, supporting client engagements by participating in day-to-day interactions with team members, providing a quality work product, and driving delivery of services to meet deadlines.  You will serve as a trusted advisor and role model for our people across multiple teams, research tax law issues, provide advice and assistance to help clients understand risks and potential needs for additional tax advisory or compliance services. 

 

Responsibilities include

• Performing tax research and preparing written tax advice
• Preparing tax information statements and tax returns including complex Forms 1041 and state income tax returns for trusts and estates
• Reviewing and interpreting wills and trust documents to determine fiduciary tax reporting requirements confirm beneficiary allocations and identify matters that may require additional research and review by a subject matter professional such as determination of state tax nexus. 
• Analyzing proper tax treatment of various transactions, learning to identify, review and confirm accuracy in tax reporting
• Translating complex data from a range of sources into client-ready insights and deliverables to support informed decision-making concerning required tax reporting

 

You will support the Fiduciary/Trust Tax Services practice with the preparation and delivery of tax information statements, tax returns, and related reporting for agency, custody, and fiduciary accounts for tax compliance engagements with banks, wealth management firms, trust companies, and law firms.  You’ll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.

 

Skills and attributes for Success

• Collaborate with clients and colleagues to analyze tax issues, determine alternative methods of problem-solving and arrive at recommendations
• Support managers, senior managers, and PPEDs with reconciling returns, e-filing returns, and validating data in the tax system
• Communicate with client tax liaisons, client trust administration teams, and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns, and related reporting
• Support billing and collections for tax compliance and related services and participating in the process of contract renewals and new business pursuits
• Communicate complex tax issues to colleagues, clients, and non-tax professionals to enable evaluation and review of tax compliance requirements central to fulfilling fiduciary tax reporting obligations
• Responsible for training less experienced team members on administrative tasks and tasks supporting the tax compliance process

 

To qualify for the role, you must have

• Bachelor’s degree or equivalent experience (Accounting, Business, Finance, or equivalent degree preferred)
• Minimum 2 years of experience in a professional