Senior Analyst - Fiduciary​/Trust & Estate Accounting Services

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

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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.

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.

• 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.

• 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.

• 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.

• 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.

• Comprehensive compensation and benefits package with base…