EY
Senior Analyst - Fiduciary/Trust & Estate Accounting Services
EY, Nashville, Tennessee, United States, 37247
Locations: New York City, Jericho, Hoboken, San Jose, San Francisco, Los Angeles, Dallas, Chicago, Nashville, Iselin, Hartford
Overview At EY, we’re committed to shaping your future with confidence. EY is a global leader in serving the financial services marketplace and offers a diverse, globally connected team. Join EY to build a better working world through a focused model in the Financial Services Organization (FSO).
Key Responsibilities
Prepare complex trust and estate fiduciary accountings and perform complex calculations and reconstruction when required.
Research state‑specific principal and income acts as needed.
Manage client relationships, retain client goodwill, and participate in business development initiatives.
Collaborate with internal EY groups to cross‑sell FTEAS and other EY lines of business.
Deliver timely high‑quality services and meet engagement deliverables.
Ensure compliance with EY processes and procedures and assist with special projects.
Qualifications To Qualify for the role you must have
Bachelor’s degree in Accounting, Finance, or a 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, large trusts and estates.
Experience working with family offices is a plus.
Excellent interpersonal, analytical, and problem‑solving ability.
Willingness to travel as needed and work 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.
Benefits
Comprehensive compensation and benefits package, including competitive base salary ($75,200–$124,100) and region‑specific ranges.
Medical, dental, vision coverage, pension, 401(k) plan, and paid time off.
Hybrid work model: 40–60% in‑person work for client‑serving roles.
Flexible vacation policy and EY Paid Holidays, Winter/Summer breaks, and other leave options.
Apply We accept applications on an ongoing basis. Apply today to shape your future with confidence.
EY is an equal employment opportunity employer. EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
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Overview At EY, we’re committed to shaping your future with confidence. EY is a global leader in serving the financial services marketplace and offers a diverse, globally connected team. Join EY to build a better working world through a focused model in the Financial Services Organization (FSO).
Key Responsibilities
Prepare complex trust and estate fiduciary accountings and perform complex calculations and reconstruction when required.
Research state‑specific principal and income acts as needed.
Manage client relationships, retain client goodwill, and participate in business development initiatives.
Collaborate with internal EY groups to cross‑sell FTEAS and other EY lines of business.
Deliver timely high‑quality services and meet engagement deliverables.
Ensure compliance with EY processes and procedures and assist with special projects.
Qualifications To Qualify for the role you must have
Bachelor’s degree in Accounting, Finance, or a 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, large trusts and estates.
Experience working with family offices is a plus.
Excellent interpersonal, analytical, and problem‑solving ability.
Willingness to travel as needed and work 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.
Benefits
Comprehensive compensation and benefits package, including competitive base salary ($75,200–$124,100) and region‑specific ranges.
Medical, dental, vision coverage, pension, 401(k) plan, and paid time off.
Hybrid work model: 40–60% in‑person work for client‑serving roles.
Flexible vacation policy and EY Paid Holidays, Winter/Summer breaks, and other leave options.
Apply We accept applications on an ongoing basis. Apply today to shape your future with confidence.
EY is an equal employment opportunity employer. EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
#J-18808-Ljbffr