Senior Analyst - Fiduciary​/Trust & Estate Accounting Services

Senior Analyst — Fiduciary/Trust & Estate Accounting Services

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 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.

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. As a Senior Analyst, you play an integral role in the success and growth of the FTEAS business. Responsibilities include preparation of complex trust and estate fiduciary accountings; managing client relationships; maximizing operating efficiency; and maintaining profitability.

You will ensure compliance with all EY processes and procedures and assist with special projects when requested.

• 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 maintain client goodwill.
• Participate in business development initiatives and build relationships with potential new clients.

• 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 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.

• Bachelor’s degree in Accounting, Finance, or a related discipline.
• CPA or paralegal certification 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 work in a balanced hybrid environment.

• 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 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.
• 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.

• A comprehensive compensation and benefits package, with a base salary range $75,200 – $124,100 (U.S. geographic locations) and higher ranges for key markets. Individual salaries are determined by experience, education, and performance.
• Medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off.
• Flexible vacation policy and time off for EY paid holidays, winter/summer breaks, and personal/family care.
• Hybrid work model: most external…