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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. Join us and build an exceptional experience for yourself, and a better working world for all.
The exceptional EY experience. It's yours to build.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
This position could be located in IL or WI.
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. Join us and build an exceptional experience for yourself, and a better working world for all.
The exceptional EY experience. It's yours to build.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
The opportunity
When you join our Fiduciary/Trust Tax Services team, 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.
This position is responsible for supporting the Fiduciary/Trust Tax Services practice with the processing and delivery of payments and tax filings and reports for agency and custody and fiduciary accounts for various bank and trust company engagements. Successful performance in this position is dependent upon timely, efficient and accurate support of the processing of tax filings and reports in a volume-driven environment within deadline-driven time frames established by governmental agencies and as dictated by the performance standards set forth by the practice’s clients.
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’ll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.
Monitoring the status of accounts in ONESOURCE Trust Tax Software for the purpose of supporting the processing of information statements and returns for filing with tax authorities and mailing to individuals
Use of Excel, SharePoint and other tools to track the timely delivery of regulatory filings, payments, and performance standards set forth by the practice’s clients.
Compiling tax packages and mailing and tracking packages and providing e-filing support
Assist in archiving deliverables and other documents in structured document retention repository
Participate in internal and external training to learn and enhance knowledge of relevant software applications, including Excel, ONESOURCE Trust Tax, SharePoint and more.
Manage workflow effectively to comply with clients’ needs and expectations and complete special projects as needed
Communicate regularly and concisely with team lead / supervisor and all practice and company coworkers
Skills and attributes for success
Collaborate with clients and colleagues to execute on established processes for meeting payment and filing deadlines, and on other performance standards set forth by the practice’s clients.
Participate in regular reviews of established processes for the purpose of improving efficiency.
Support managers, senior managers, managing directors and partners with reconciling returns, e-filing returns, tax payment submissions and reconciliations, and archiving all forms of proof of filing/payments.
To qualify for the role candidates must have
College degree or equivalent work experience in brokerage banking or accounting
Proficient in computer software applications, including Microsoft Word, Excel and PowerPoint, knowledge of tax software applications, including ONESOURCE™ Trust Tax
Ability to learn company-specific systems and tax software applications
Ability to work effectively both independently and with a team, assist with a variety of projects of varying degrees of complexity
Build effective relationships with our clients, understand their unique needs to provide tailored services. Manage workflow effectively to comply with clients’ needs and expectations and complete special projects
Excellent organizational and verbal/written communication skills
Ideally, candidates will also have
Strong analytical skills and attention to detail
The ability to adapt your work style to work with both internal and client team members
Other Requirements
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 base salary range for this job in all geographic locations in the US is $58,300 to $96,400. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $70,100 to $109,400. 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. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. 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.
EY accepts applications for this position on an on-going basis. If you can demonstrate that you meet the criteria above, please contact us as soon as possible.
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.
Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.
For those living in California, please click here (https://ey-preview.ey.com/content/ey-unified-site/ey-com/local/us/en_us/home/legal-and-privacy/fair-chance-ordinance.html?token=68cf9ed2-94e5-4db9-83cf-5c6aa14619de) for additional information.
EY is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees 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, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com