Job Title: Tax Analyst - FSO - Fiduciary Trust Estate Advisory Services
Job Responsibilities:
The Tax Analyst in the Fiduciary Trust & Estate Advisory Services (FTEAS) is responsible for providing trust tax compliance outsourcing and support services to banks, wealth management firms, family offices, trust companies, and law firms. Key responsibilities include:
- Preparing and reviewing fiduciary accountings for trusts, estates, and guardianships.
- Reviewing trust and estate documents, such as trust instruments, wills, and IRS Form 706.
- Analyzing source data, including bank statements and brokerage statements, to determine proper accounting treatment.
- Participating in training to maintain and enhance knowledge of fiduciary law and software applications.
- Communicating regularly with client liaisons and trust administration teams.
- Managing client relationships and ensuring efficient operations.
- Handling the entire accounting process from start to finish, including monthly billing.
- Organizing and maintaining personal account workload.
- Maintaining annual Continuing Professional Education (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.
- Experience in managing client relationships.
- Proficiency in basic computer software applications, including Microsoft Word and Excel.
- Approximately 2 years of work experience in a professional services or tax organization.
- Excellent interpersonal, analytical, and problem-solving abilities.
- The ability to adapt work style to collaborate with internal and client team members.
- Willingness to travel as needed and work in a balanced hybrid environment.
Ideally, candidates will also have:
- Experience with the Thomson Reuters FAS accounting system (preferred but not required).
- A Paralegal degree with trust and estate knowledge, and 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 position offers a competitive salary. 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 range is $70,100 to $109,400. Individual salaries within these ranges are determined by various factors, including education, experience, knowledge, skills, and geography.
What We Offer You:
Company provides a comprehensive compensation and benefits package, rewarding employees based on performance and recognizing the value they bring to the business. The Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a variety of paid time off options. The company also offers a flexible vacation policy, allowing employees to decide how much vacation time they need based on personal circumstances. Additional time off is granted for designated paid holidays, winter/summer breaks, personal/family care, and other leaves of absence for physical, financial, and emotional well-being.
Company operates on a team-led and leader-enabled hybrid model, with the expectation that most employees in external, client-serving roles work together in person 40-60% of the time over the course of an engagement, project, or year.
Company is committed to high ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. The company provides equal employment opportunities without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis. Reasonable accommodations are provided to qualified individuals with disabilities, including veterans with disabilities.
