Senior Analyst - Fiduciary/Trust & Estate Accounting Services

Locations: New York City, Jericho, Hoboken, San Jose, San Francisco, Los Angeles, Dallas, Chicago, Nashville, Iselin, Hartford

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

FTEAS provides fiduciary/court accounting services for trusts and estates serving banks, law firms, family offices, and individual and professional trustees throughout the United States. The Senior plays an integral role in the success and growth of the FTEAS business. Responsibilities include preparation of complex trust & estate fiduciary accountings; managing client relationships; maximizing operating efficiency; and maintaining profitability. Incumbent will ensure compliance with all EY processes and procedures and when requested, assist with special projects.

Your key Responsibilities

As a Senior in FTEAS, you will be responsible for the preparation of complex trust and estate accountings and perform complex calculations and reconstruction when required. You will also research of state specific principal and income acts when needed. Other responsibilities include managing client relationships and retaining client good will, and participation in business development initiatives, when requested and build relationships with potential new clients.

Skills and attributes for success

• Commitment to client satisfaction by providing timely and effective responses to client needs and compliance requirements, thereby enhancing long-term working relationships.
• Building and maintain strong relationships with internal EY groups to assist with cross-selling FTEAS and other EY lines of business.
• 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.
• Complete self- study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements.
• Meet all required deliverable deadlines.
• Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections.

To Qualify for the role you must have

• Bachelor’s degree in Accounting, Finance, or similar discipline
• CPA or paralegal is a plus
• 3+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm.
• Experience working with complex assets and large trusts and estates.
• Experience working with family offices a plus.
• Demonstrated excellent interpersonal, analytical, and problem-solving ability.
• Willingness to travel as needed, and working in a balanced hybrid environment

Ideally you will also have

• Excellent verbal and written communication skills.
• Excellent technical fiduciary accounting skills.
• Experienced at reviewing IRS Forms 706, 1041 and K-1s.
• Understanding of complex investments and tax concepts.
• Understanding of trust structures and trust terminology.
• Ability to review and interpret trust agreements and estate planning documents.
• Ability to research state specific principal and income acts and other relevant state laws.
• Strong client interaction skills.
• Proficient with software applications, including Microsoft Word, Excel, company specific systems and fiduciary trust software.
• Understanding of fiduciary tax law and concepts required to prepare fiduciary/court accountings.

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 $75,200 to $124,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $90,200 to $141,000. 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.

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