EY Tax Services Associate Analyst - National Tax - Fiduciary Trust Tax Services - Dallas in Dallas, Texas

Tax Services Associate Analyst - National Tax - Fiduciary Trust Tax Services - Dallas

Tax

Requisition # DAL005L4

Post Date 5 days ago

.

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.

The opportunity

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

  • Translating complex data from a range of sources into client-ready insights and deliverables

  • Reviewing and correcting account and transaction data bridged from client accounting systems to company-licensed software application, initiating and reviewing data scans and hard copies of account and transaction data

  • Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service

  • Using knowledge of tax law and software applications to correct data in various ways, including modifying tax coding and inserting missing or corrected data

  • Reviewing source data and making decisions about proper tax reporting of income, deductions, sales, and beneficiary and recipient allocations using company systems

  • Communicating complex tax issues to non-tax professionals and clients

  • Prepare and review 1099 forms and fiduciary income tax returns

  • Managing workflow effectively to comply with clients’ needs and expectations

  • Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge

  • Identifying and reacting to risks and opportunities to improve our services and processes

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 The Bar

  • Approximately 1-2 years of work experience in professional services or professional tax organization

  • A thorough understanding of estate and wealth planning

  • Experience with federal and state personal and trust income tax

  • Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds

  • A thorough understanding of automated tax processing systems and laws within your area of technical professionalism

Ideally, you’ll also have

  • A proven record in fiduciary tax; thorough understanding of fiduciary tax law 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

  • Proficient with 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 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 15 days of vacation plus 10 observed 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 your career

  • The freedom and flexibility to handle your role in a way that’s right for you

About EY

As a global leader in assurance, tax, transaction and advisory services, we’re using the finance products, expertise 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, 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. Apply now.

EY, an equal employment opportunity employer (Females/Minorities/Protected Veterans/Disabled), values the diversity of our workforce and the knowledge of our people.