BTS - FTTS - Advanced Analyst

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Role name and description   Advanced Analyst - Our National Tax 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 marketplace.     The opportunity   When you join EY EDGE, 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.     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 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 services.     Responsibilities include

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. Analysing proper 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 reporting

You 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.  You’ll 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 analyse 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