Job Title: Tax Analyst - FSO - Fiduciary Trust Estate Advisory Services
Job Responsibilities:
As a Tax Analyst within the Fiduciary Trust & Estate Tax Administration Services (FTEAS) at the company, your primary responsibilities will include providing trust tax compliance outsourcing and support services for organizations that utilize a trust accounting system. This includes banks, wealth management firms, family offices, trust companies, and law firms. Key duties involve:
- Preparing and reviewing fiduciary accountings for trusts, estates, and guardianships.
- Reviewing trust and estate documents, including trust instruments, wills, and IRS Form 706.
- Reviewing and interpreting source data such as bank statements, brokerage statements, and checking accounts to determine proper accounting treatment.
- Participating in internal and external training to enhance knowledge of fiduciary law and software applications.
- Regular communication with client liaison and/or client trust administration teams.
- Interacting and communicating with supervisors and department/company coworkers, including data entry staff.
- Managing the accounting process from start to finish, including monthly billing.
- Organizing and maintaining personal account workload.
- Maintaining annual firm-required CPE credits.
- Participating in business development activities.
Education and Experience Information:
To qualify for the role, candidates must have:
- A bachelor's degree in Accounting, Finance, Economics, or a related field.
- A minimum of 2 years of experience in the preparation of fiduciary accountings.
- Knowledge of current fiduciary accounting law.
- Strong technical, verbal, and written communication skills, with the ability to participate in internal and client meetings.
- Experience in managing client relationships.
- Detail-oriented nature.
- Strong technical skills in basic computer software applications, including Microsoft Word and Excel.
- Approximately 2 years of work experience in a professional services or professional tax organization.
- Excellent interpersonal, analytical, and problem-solving abilities.
- The ability to adapt your work style to collaborate with both internal and client team members.
- Strong analytical, quantitative, interpersonal, and written/verbal communication skills; problem-solving ability and attention to detail.
- Willingness to travel as needed and work in a balanced hybrid environment.
Ideally, the candidate will also have:
- Experience working with the Thomson Reuters FAS accounting system, though it is not required.
- A Paralegal degree with trust and estate knowledge, with experience in an accounting firm or bank trust department, is preferred.
- Experience working in a law firm is preferred but not required.
Salary Information:
The company offers a comprehensive compensation and benefits package, with rewards based on performance and recognition for the value brought to the business. The base salary range for this job across all geographic locations in the US is $58,300 to $96,400. For the New York City Metro Area, Washington State, and California (excluding Sacramento), the base salary range is $70,100 to $109,400. Individual salaries within these ranges are determined by various factors, including education, experience, knowledge, skills, and geography. Additionally, the Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
The company promotes a team-led and leader-enabled hybrid model, expecting most external, client-serving roles to work together in person 40-60% of the time over engagements, projects, or the year. Under the flexible vacation policy, employees decide how much vacation time they need based on personal circumstances. Employees are also granted time off for designated company Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence to support physical, financial, and emotional well-being.
