EY Tax Senior Analyst - National Tax Department – Fiduciary Trust Tax Services – Trust and Estate Tax Planning and Compliance – Chicago, Dallas, Pittsburgh in United States

Tax Senior Analyst - National Tax Department – Fiduciary Trust Tax Services – Trust and Estate Tax Planning and Compliance – Chicago, Dallas, Pittsburgh


Requisition # UNI00BVU

Post Date Jul 11, 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.

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 serve as a trusted advisor and role model for our people across multiple teams, research tax law issues, provide advice and assistance to help clients understand risks and potential needs for additional tax advisory or compliance services.

Skills and attributes for success

  • Experience with the taxation and reporting of:

  • Oil and gas royalties and working interests

  • Passive and non-passive business income

  • Rental assets including real estate, aircraft and watercraft, and installment sales

  • Foreign information filings including Forms 8865, 5471, 8621 and 926

  • Foreign tax credit calculations on Form 1116

  • Reportable transactions reported on Form 8886

  • Withholding for foreign beneficiaries

  • Understanding of State Nexus for trusts

  • Understanding of Trust accounting income

  • Ability to manage, coach and develop a team of tax professionals, review work and help confirm team members have the knowledge, tools and opportunities they need to excel

  • Ability to identify and react 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

  • A minimum of three years of work experience in professional services or with a 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

  • Experience with OneSource Trust Tax preferred

Ideally, you’ll also have

  • A proven record in fiduciary tax and a 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

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 in 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.