EY Tax Services Senior Analyst – National Tax – Fiduciary Trust Tax Services – Research & Technical Writing -- Boston in Boston, Massachusetts
Tax Services Senior Analyst – National Tax – Fiduciary Trust Tax Services – Research & Technical Writing -- Boston
Requisition # BOS0033G
Post Date Dec 19, 2018
Our National Tax and EY EDGE practice is made up of a team of professionals providing specialized tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
When you join EY EDGE, you’ll be at the heart of EY’s critical mission to build a better working world by applying your knowledge, skills and experience in assisting clients in meeting their business objectives. You will learn, grow and contribute — building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice.
Your key responsibilities
You’re likely to spend your time on a diverse array of projects, responsibilities and tasks,supporting client engagements by participating in day-to-day interactions with team members, providing a quality work product and driving delivery of services to meet deadlines. You will support 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 firms. You’llbe working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.
Skills and attributes for success
Research tax law issues, provide advice and assistance
Review and interpret wills and trust documents
Analyze and resolve complex problems
Answer tax questions of clients and internal staff
Recommend proper tax treatment of various transactions, including corporate mergers and special distributions
Present internal educational seminars about pertinent tax topics
Assist by writing firm tax alerts about developments related to the trust tax field
To qualify for the role you must have:
A bachelor’s degree in a related field, supported by significant tax or financial planning experience
A CPA certification or membership in a bar association
Knowledge of and interest in taxation, trusts and estates, and fiduciary income taxation
Experience preparing individual or fiduciary income tax returns
Strong verbal and written communication skills
Proficiency in basic computer software applications, including Microsoft Word and Excel and company-specific systems
Strong client interaction skills
At least 3 or more years relevant experience, such as at a law firm, public accounting firm or other professional services firm
Ideally, you’ll also have:
A proven record in fiduciary tax and a thorough understanding of fiduciary tax laws and concepts required to prepare US federal and state returns
Strong analytical skills and attention to detail
The ability to adapt your work style to work with both internal and client team members
A proficiency in trust tax software
What we look for
We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds — from executives and entrepreneurs to investors and families — you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
What 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 15 days of vacation, plus 10 holidays and 3 paid personal days; and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:
Support, coaching and feedback from some of the most engaging colleagues in the industry
Opportunities to develop new skills and progress in your career
The freedom and flexibility to handle your role in a way that’s right for you
As a global leader in assurance, tax, transaction and advisory services, we’re using the finance products, knowledge and systems we’ve developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, and for however long you stay, the exceptional EY experience lasts a lifetime. And with a commitment to hiring and developing the most passionate people, we’ll make our ambition to be the best employer by 2020 a reality.
If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.
Join us in building a better working world!