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Tax – FSO – Fiduciary/Trust Tax Services – Staff

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Tax – FSO – Fiduciary/Trust Tax Services – Staff

9 locations
Providence, RI
Boston, MA
Edison, NJ
Pittsburgh, PA
Richmond, VA
Dallas, TX
New York, NY
Chicago, IL
San Jose, CA
Full Time
  • Responsibilities

    In our Financial Services Organization (FSO), we build a better working world by rallying together to solve the most complex challenges. We accomplish this by building trusted relationships, keeping an open mind, going all in, being bold and courageous, and taking risks worth taking. We help build a financial services industry in which financial institutions are trusted, customers’ financial goals are attainable, and the global economy is growing and secure. In today’s complex business environment, that means understanding the relationship between risk, the regulatory environment, and performance improvement, and applying our knowledge to help clients achieve their business objectives.

    Within the FSO, our talented tax professionals provide technical knowledge, business judgment, consistency and an unwavering commitment to quality service to clients all over the world. In today’s increasingly complex business landscape our clients’ businesses will only succeed if they’re built on strong foundations and grown in a sustainable way. At EY, we believe that managing our clients’ tax obligations responsibly and proactively can make a critical difference – wherever our clients are and whatever tax services they need.

    The opportunity As part of the Fiduciary/Trust Tax Services, you’ll be responsible for producing accurate tax reports in a volume-driven environment within deadline-sensitive time frames established by governmental agencies. With support from a highly talented team, you’ll be trained, coached and mentored with responsibilities growing incrementally as you learn and develop in the role. It’s a unique opportunity where you’ll be exposed to a variety of clients and projects so you can grow and develop, making your mark on the future of this practice.

    What to expect You’re likely to balance your time between multiple projects and responsibilities, supporting seniors and managers to help work through their individual engagements reconciling returns, e-filing returns, and validating data in the tax system. It’s all about working with multiple clients with different accounting systems, understanding these systems and understanding the nuances of how to obtain data. As part of that, you’ll need to learn how to read trust agreements, learn the compliance and information reporting rules, have a great understanding of technology, and be able to work in a team environment.

    Your key responsibilities

    • Reviewing and correcting account and transaction data bridged from client accounting systems to company licensed software application, which entails initiating and reviewing data scans and hard copy of account and transaction data
    • Using knowledge of tax law and software applications to correct data in various ways, including modifying tax coding and insertion of missing or corrected data
    • Reviewing source data and make decisions with regard to proper tax reporting of income, deductions, sales and beneficiary allocation using company systems
    • Participating in internal and external training in order to maintain and enhance knowledge of tax law and software applications
  • Related Article
  • Qualifications

    To qualify for the role you must have:

    • An undergraduate degree in Accounting, Finance or other related business major
    • Additional coursework in Accounting, Finance and Tax is a plus
    • A strong academic record, including, without limitation, course work that EY deems relevant to this position
    • Proficient in the English language, including the ability to listen, understand, read and communicate effectively both in writing and verbally in a professional environment
    • A driver’s license valid in the U.S.
    • Proficient in basic computer software applications, including Microsoft Word, Excel, and PowerPoint
    • Demonstrated analytical and problem-solving skills
    • Effective organization and time management skills with ability to work under pressure and adhere to project deadlines
    • Ability to learn company-specific systems and tax software applications

    Ideally, you’ll also have:

    • CPA or EA certification desired, but not required

    What we look for We’re interested in intellectually curious people who aren’t afraid to speak up, ask questions, ask for help, or challenge the way things are done. You’ll also need to be a good communicator and a quick learner, with excellent organizational skills. If you’re ready to contribute your big ideas and make a measurable difference right from the start, this role is for you.

    EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.

  • Benefits

    What working at EY offers We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a minimum of three weeks of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial and social wellbeing.

    Plus, we offer:

    • Support and coaching from some of the most engaging colleagues in the profession
    • Opportunities to develop new skills and progress in your career
    • Gained flexibility through two-way communication and commitment with your engagement teams
  • Industry
  • Locations
    San Jose, CA • Chicago, IL • Boston, MA • Edison, NJ • New York, NY • Pittsburgh, PA • Providence, RI • Dallas, TX • Richmond, VA
  • Fun Fact
    Globally, EY member firms work with more than 200,000 clients - including nearly 80% of the Fortune Global 500 - in more than 150 countries.
  • About Us

    At EY, we are committed to building a better working world — with increased trust and confidence in business, sustainable growth, development of talent in all its forms, and greater collaboration across our four service lines – Assurance, Tax, Consulting, and Strategy and Transactions.

    We want to build a better working world through our own actions and by engaging with like-minded organizations and individuals. This is our purpose — and why we exist as an organization. Running through our organization is a strong sense of obligation to serve a number of different stakeholders who count on us to deliver quality and excellence in everything we do. We want to use our global reach and scale to convene the conversation about the challenges facing economies and the capital markets.

    When business works better, the world works better.