[Remote] FY27 - Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services

Note: The job is a remote job and is open to candidates in USA. EY is a leader in serving the global financial services marketplace and focuses on building a better working world. The Senior Analyst in Fiduciary/Trust & Estate Accounting Services will assist clients in meeting their business objectives by providing tax research, preparing tax returns, and serving as a trusted advisor across multiple teams.ResponsibilitiesPerforming tax research and preparing written tax advicePreparing tax information statements and tax returns including complex Forms 1041 and state income tax returns for trusts and estatesReviewing and interpreting wills and trust documents to determine fiduciary tax reporting requirements confirm beneficiary allocations and identify matters that may require additional research and review by a subject matter professional such as determination of state tax nexusAnalyzing proper tax treatment of various transactions, learning to identify, review and confirm accuracy in tax reportingTranslating complex data from a range of sources into client-ready insights and deliverables to support informed decision-making concerning required tax reportingSupport the Fiduciary/Trust Tax Services practice with the preparation and delivery of tax information statements, tax returns and related reporting for agency, custody and fiduciary accounts for tax compliance engagements with banks, wealth management firms, trust companies and law firmsCollaborate with clients and colleagues to analyze tax issues, determine alternative methods of problem-solving and arrive at recommendationsSupport managers, senior managers and PPEDs with reconciling returns, e-filing returns, and validating data in the tax systemCommunicate with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reportingSupport billing and collections for tax compliance and related services and participating in the process of contract renewals and new business pursuitsCommunicate complex tax issues to colleagues, clients and non-tax professionals to enable evaluation and review of tax compliance requirements central to fulfilling fiduciary tax reporting obligationsResponsible for training less experienced team members on administrative tasks and tasks supporting the tax compliance processSkillsBachelor degree or equivalent experience (Accounting, Business, Finance or equivalent degree preferred)Minimum 2 years of experience in a professional services or tax services organization and preparing federal and state fiduciary income tax returnsProficient in computer software applications, including Microsoft Word, Excel and PowerPoint, knowledge of trust accounting systems and tax software applications, including ONESOURCE™ Trust TaxExperience preparing income tax returns with complex pass-through investments, read and interpret trust agreementsAbility to work effectively both independently and with a team, assist with a variety of projects of varying degrees of complexityKnowledge of taxation, trusts and estates, wealth planning and fiduciary income taxationDemonstrated technical expertise in fiduciary accounting mattersBuild effective relationships with our clients, understand their unique needs to provide tailored services. Manage workflow effectively to comply with clients' needs and expectations and complete special projectsExcellent organizational and verbal/written communication skillsCommit to periodic travel (10-15%)CPA or EA certification or membership in The Bar desired, but not requiredThorough knowledge tax compliance, information reporting rules, fiduciary and/or income tax law and concepts required to prepare US federal and state tax information statements and tax returnsStrong analytical skills and attention to detailThe ability to adapt your work style to work with both internal and client team membersBenefitsMedical and dental coveragePension and 401(k) plansA wide range of paid time off optionsTeam-led and leader-enabled hybrid modelFlexible vacation policyTime off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-beingCompany OverviewEY is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets. It was founded in 1999, and is headquartered in London, England, GBR, with a workforce of 10001+ employees. Its website is https://www.ey.com/en_ie/entrepreneur-of-the-year.Company H1B SponsorshipEY has a track record of offering H1B sponsorships, with 1567 in 2026, 10235 in 2025, 9877 in 2024, 10966 in 2023, 9394 in 2022, 5652 in 2021, 8849 in 2020. Please note that this does not guarantee sponsorship for this specific role.