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, too. Join us and build an exceptional experience for yourself, and a better working world for all.
Join our Financial Services Office (FSO) and you will work with multi-disciplinary teams from around the world to deliver a global market perspective. Aligned to key industry groups including asset management and private equity, banking and capital markets, and insurance, we provide integrated assurance, consulting, strategy & transactions, and tax services to our clients. As a market segment of the FSO, the BBC includes the Bahamas, Bermuda, British Virgin Islands, and Cayman Islands. By joining the BBC, you will receive unmatched exposure and experience to our continuously growing portfolio of diverse FSO clients.
The opportunity
Our practice is made up of professionals who provide specialized tax technical services to global clients. This role supports Fiduciary/Trust Tax Services (FTTS) and selected International Tax Services (ITS) workstreams, combining strong U.S. fiduciary income tax knowledge with international information-reporting and cross-border compliance capabilities.
As a Senior, you will take ownership of assigned engagements, review the work of junior professionals, coordinate directly with clients and internal specialists, and help managers deliver accurate, timely and client-ready work products.
You will work in a globally connected delivery environment and contribute to complex trust, estate and international tax engagements. The role offers exposure to technical research, tax return preparation and review, cross-border reporting, data analysis, process improvement and team development.
Your key responsibilities
- Plan and manage day-to-day activities for assigned FTTS and ITS workstreams, monitor milestones, identify dependencies and escalate risks before deadlines are affected.
- Prepare and review federal and state fiduciary income tax returns, including complex Forms 1041, related state filings, tax information statements and supporting workpapers.
- Review wills, trust agreements, governing instruments, account statements and transaction documents to determine fiduciary tax reporting requirements, beneficiary allocations, source data needs and areas requiring specialist input.
- Analyze the tax treatment of distributions, capital transactions, passive activities, investments and other trust or estate items; document conclusions in clear, review-ready workpapers.
- Support international tax compliance and information reporting, including Forms 3520, 3520-A, 5471, 5472, 8621, 8858, 8865 and 926, as applicable to the engagement.
- Assist with cross-border analysis involving foreign trusts, foreign corporations and partnerships, disregarded entities, PFICs, controlled foreign corporations, foreign tax credits, withholding and treaty-related considerations.
- Coordinate with ITS, Global Compliance and Reporting, state and local tax, private client and other specialists to resolve technical questions and deliver integrated advice.
- Perform tax research, prepare concise written analyses, and translate technical conclusions into practical recommendations for clients and engagement teams.
- Review work prepared by less experienced professionals, provide clear coaching notes, confirm corrections and help reduce recurring errors.
- Communicate with client tax contacts, trust administrators, banks, wealth management firms, attorneys and internal teams to obtain information, resolve open items and explain reporting requirements.
- Support e-filing, diagnostics, reconciliations and return validation; maintain complete documentation in accordance with engagement procedures and quality standards.
- Identify opportunities to improve templates, standardize workpapers, automate data preparation and strengthen engagement controls.
Skills and attributes for success
- Strong working knowledge of U.S. fiduciary income taxation, trusts and estates, and related federal and state compliance requirements.
- Working knowledge of international tax concepts and information-reporting obligations, with the ability to recognize when specialist review is required.
- Ability to review complex workpapers and returns, identify inconsistencies, trace source data and communicate actionable review comments.
- Strong project-management skills, including prioritization across multiple engagements, proactive status reporting and timely escalation.
- Clear written and verbal communication with clients, senior team members and cross-functional professionals.
- Ability to coach junior team members, share technical knowledge and contribute to a collaborative, inclusive team environment.
- Proficiency with Microsoft Excel, Word and PowerPoint; experience with ONESOURCE Trust Tax or comparable tax compliance applications is preferred.
- Professional judgment, attention to detail, ownership mindset and commitment to quality.
To qualify for the role, you must have:
- Bachelor's degree or equivalent experience in Accounting, Business, Finance, Taxation or a related field.
- Minimum 3-5 years of relevant experience in public accounting, professional services, a family office, financial institution or tax services organization, including experience with fiduciary income tax compliance.
- Experience preparing and reviewing U.S. federal and state tax returns and supporting workpapers for trusts and estates.
- Exposure to international tax compliance or cross-border information reporting, with the ability to work effectively with ITS specialists.
- Demonstrated ability to manage multiple priorities, meet deadlines and deliver high-quality work with limited supervision.
- Ability to travel periodically, generally up to 10-15%, based on business and client needs.
Ideally, you'll also have:
- CPA, EA, membership in a state Bar, or progress toward a relevant professional credential.
- Experience with foreign trust reporting, PFIC analysis, partnership or corporate international information returns, foreign tax credits, or withholding matters.
- Experience training staff, leading workstreams, improving processes or supporting technology-enabled tax delivery.
- Advanced Excel skills and familiarity with data preparation, reconciliations and workflow tools.
What we look for
We are looking for a dependable tax professional who combines technical curiosity with disciplined execution. The successful candidate can take ownership of complex assignments, communicate early when facts are incomplete, collaborate across FTTS and ITS teams, and turn detailed tax information into accurate, client-ready deliverables.
What we offer
We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical, dental and vision coverage, competitive pension plan, generous vacation and leave entitlement(s), and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:
- 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.
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