Tax Services Senior Analyst – Financial Services/EY EDGE – Fiduciary Trust Tax Services -- Pittsburgh
Ernst & Young Global
 Pittsburgh, PA

Our Financial Services Office 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


The Opportunity

When you join EY EDGE, youâll be at the heart of

EYâs 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 â building new relationships

and discovering the satisfaction that comes with producing high-quality, valued

work and advice.

Your Key Responsibilities


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.


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




  • Performing
    tax research and preparing written tax advice
  • Preparing
    tax information statements and tax returns including complex Forms 1041 and
    state income tax returns for trusts and estates
  • Reviewing and
    interpreting wills and trust documents to determine fiduciary tax reporting
    requirements confirm beneficiary allocations, and identify matters that may
    require additional research and review by a subject matter professional such as
    determination of state tax nexus.
  • Analyzing
    tax treatment of various transactions, learning to identify, review and confirm
    accuracy in tax reporting
  • Translating
    complex data from a range of sources into client-ready insights and
    deliverables to support informed decision-making concerning required tax


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. Youâll be 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

  • Collaborate with
    clients and colleagues to analyze tax issues, determine alternative
    methods of problem-solving and arrive at recommendations
  • Support
    managers, senior managers and PPEDs with reconciling returns, e-filing
    returns, and validating data in the tax system
  • Communicate with
    client tax liaisons, client trust administration teams and client trust
    officers to gather required information, to share information to support
    informed decision-making, and obtain instruction or authorization
    necessary for timely, accurate production of tax information statements,
    tax returns and related reporting
  • Support
    billing and collections for tax compliance and related services and
    participating in the process of contract renewals and new business pursuits
  • Communicate
    complex tax issues to colleagues, clients and non-tax professionals to enable
    evaluation and review of tax compliance requirements central to fulfilling
    fiduciary tax reporting obligations
  • Responsible
    for training less experienced team members on administrative tasks and tasks supporting
    the tax compliance process

To qualify for the role

you must have

  • Bachelor degree or equivalent experience
    (Accounting, Business, Finance or equivalent degree preferred)
  • Minimum 2 years of experience in a
    professional services or tax services organization and preparing federal and
    state fiduciary income tax returns
  • Proficient
    in computer software applications, including Microsoft Word, Excel and
    PowerPoint, knowledge of trust accounting systems and tax software applications,
    including ONESOURCE⢠Trust Tax
  • Experience preparing income tax returns with complex
    pass-through investments, read and interpret trust agreements
  • Ability to work effectively both independently
    and with a team, assist with a variety of projects of varying degrees of
  • Knowledge of taxation, trusts and estates,
    wealth planning and fiduciary income taxation
  • Demonstrated technical expertise in
    fiduciary accounting matters
  • Build
    effective relationships with our clients, understand their unique needs to
    provide tailored services. Manage
    workflow effectively to comply with clientsâ needs and expectations and
    complete special projects
  • Excellent
    organizational and verbal/written communication skills
  • Commit to periodic travel (10-15%)

Ideally, youâll also have


or EA certification or

membership in The Bar desired, but not required


Thorough knowledge tax compliance, information

reporting rules, fiduciary and/or income tax law and concepts required to

prepare US federal and state tax information statements and tax returns


Strong analytical skills and attention to



The ability to adapt your work style to work

with both internal and client team members

What we look for

Weâre interested in tax

professionals with a genuine interest in providing outstanding services to some

of the worldâs most influential people. Working with people from all

backgrounds, from executives and entrepreneurs to investors and families,

youâll 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 youâll 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 3 weeks of vacation plus 13 observed holidays and 3 paid personal days, as

well as 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 thatâs right for you

About EY

As a global

leader in assurance, tax, transaction and advisory services, we hire and

develop the most passionate people in their field to help build a better

working world. This starts with a culture that believes in giving you the

training, opportunities and creative freedom to make things better. So that

whenever you join, however long you stay, the exceptional EY experience lasts a


If you can confidently demonstrate that you

meet the criteria above, please contact us as soon as possible.


your mark. Apply today

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.