EY
Senior Analyst - Fiduciary/Trust & Estate Accounting Services
EY, Los Angeles, California, United States, 90079
Join to apply for the
Senior Analyst - Fiduciary/Trust & Estate Accounting Services
role at
EY
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 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 events that continue to reshape and redefine our industry, working side by side with a range of clients from venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
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 Analyst 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. The incumbent will ensure compliance with all EY processes and procedures and, when requested, assist with special projects.
Your Key Responsibilities
Prepare complex trust and estate accountings and perform complex calculations and reconstruction when required.
Research state specific principal and income acts when needed.
Manage client relationships and retain client goodwill.
Participate in business development initiatives 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.
Build 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.
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 a similar discipline.
CPA or paralegal license 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 is 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.
Experience reviewing IRS Forms 706, 1041, and K‑1s.
Understanding of complex investments and tax concepts.
Understanding of trust structures and 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.
Proficiency 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
Comprehensive compensation and benefits package with base salary ranging from $75,200 to $124,100 for all U.S. geographic locations, and higher ranges for New York City, Washington State, and California. Total Rewards include medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Hybrid model with an expectation of 40–60% onsite work for external, client‑serving roles.
Flexible vacation policy allowing you to decide how much vacation time you need based on personal circumstances, along with EY Paid Holidays, winter/summer breaks, personal/family care, and other leaves of absence.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an ongoing basis.
EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans with disabilities. If you have a disability and need assistance applying online or request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
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Senior Analyst - Fiduciary/Trust & Estate Accounting Services
role at
EY
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 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 events that continue to reshape and redefine our industry, working side by side with a range of clients from venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
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 Analyst 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. The incumbent will ensure compliance with all EY processes and procedures and, when requested, assist with special projects.
Your Key Responsibilities
Prepare complex trust and estate accountings and perform complex calculations and reconstruction when required.
Research state specific principal and income acts when needed.
Manage client relationships and retain client goodwill.
Participate in business development initiatives 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.
Build 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.
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 a similar discipline.
CPA or paralegal license 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 is 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.
Experience reviewing IRS Forms 706, 1041, and K‑1s.
Understanding of complex investments and tax concepts.
Understanding of trust structures and 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.
Proficiency 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
Comprehensive compensation and benefits package with base salary ranging from $75,200 to $124,100 for all U.S. geographic locations, and higher ranges for New York City, Washington State, and California. Total Rewards include medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Hybrid model with an expectation of 40–60% onsite work for external, client‑serving roles.
Flexible vacation policy allowing you to decide how much vacation time you need based on personal circumstances, along with EY Paid Holidays, winter/summer breaks, personal/family care, and other leaves of absence.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an ongoing basis.
EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans with disabilities. If you have a disability and need assistance applying online or request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
#J-18808-Ljbffr