Tax Services Senior - Financial Services Organization - FTTS - Research & Writing in Jericho, New York
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.
Tax Services Senior - Financial Services Office – Fiduciary/Trust Tax Services – Tax Research & Technical Writing
EY is the only professional services firm with a separate business unit (“FSO”) that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team!
The EY’s Fiduciary/Trust Tax Services (FTTS) practice provides trust tax compliance and advisory services for organizations such as banks, wealth management firms, family offices, trust companies and law firms. The FTTS group prepares thousands of fiduciary income tax returns and information returns annually for banks, trust companies and law firms.
The Tax Senior will provide tax counsel to the group’s offices nationwide.
Research tax law issues, draft memoranda, provide tax advice and assistance
Review and interpret wills and trust documents
Analyze and resolve complex tax problems
Answer tax questions from clients and internal staff
Recommend proper tax treatment of various transactions, including corporate mergers and special distributions
Present internal and external educational seminars on pertinent tax topics
Assist with writing firm tax alerts on developments related to the trust tax field
QUALIFICATION, CERTIFICATIONS, EDUCATION:
To qualify, candidates must have:
Bachelor’s degree; classes in tax and/or accounting helpful.
JD/LLM in taxation or MST degree preferred.
CPA or state bar admission.
Knowledge in individual income tax law.
Knowledge or interest in trusts and estates, and fiduciary income taxation.
Experience in preparation of individual and/or fiduciary income tax returns preferred.
Strong verbal and written communication skills.
Proficiency in basic computer software applications, including Microsoft Word and Excel.
Strong client interaction skills.
Strong analytical skills and attention to detail.
Two or more years relevant experience, such as in a law firm, public accounting firm, or other professional services firm.
Interested candidates should submit a resume and copies of relevant academic transcripts. A writing sample will be requested at a later stage in the recruiting process.
What we offer
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The salary range for this job in most geographic locations in the US is $56,800 to $93,800. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $68,200 to $106,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time 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-being.
Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
If you can demonstrate that you meet the criteria above, please contact us as soon as possible.
The exceptional EY experience. It’s yours to build.
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