EY Tax Services Experienced Staff - National Tax - Fiduciary Trust Tax Services - Dallas in Dallas, Texas
Tax Services Experienced Staff - National Tax - Fiduciary Trust Tax Services - Dallas
Requisition # DAL0054D
Post Date Mar 02, 2018
Our National Tax Department (NTD) serves high-profile, national and multinational clients, providing a range of domestic and international transactional tax planning services and tax-related advisory services. The combination of knowledge and experience forms the basis of our ability to assist clients in meeting their business objectives. We believe that by managing our clients’ tax obligations responsibly and proactively we can make a critical difference, and you’ll be at the heart of this mission.
You will be a trusted advisor and role model for our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you’ll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value.
Your key responsibilities
Providing trust tax compliance outsourcing and support services for organizations that utilize a trust accounting system including banks, wealth management firms, family offices, trust companies and law firms. You will be trained, coached and mentored with responsibilities growing incrementally as the professional learns and develops in 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 22 days of vacation plus ten observed holidays and three 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
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.