Apply now »

Senior - Trust Taxation

Location:  Bengaluru
Other locations:  Primary Location Only
Salary: Competitive
Date:  Feb 21, 2024

Job description

Requisition ID:  1467800

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. 

 

 

 

 

Position: Senior - Trust Services

 

Job Overview:

We are seeking a highly skilled and motivated individual with an Enrolled Agent (EA) qualification to join our team as an Assistant Manager for Trust Services. The ideal candidate will be responsible for overseeing the execution of various trust-related activities and ensuring compliance with all legal and regulatory requirements. This position requires strong organizational skills, exceptional attention to detail, and the ability to handle sensitive and confidential information with the utmost discretion.

 

Responsibilities:

  • Tax Return Preparation:
    • Prepare and review Form 1041 (Trust Returns), Estate Returns, and Gift Tax Returns.
    • Manage tax returns and support workpapers in accordance with US tax law.

 

  • Tax Planning:
    • Provide tax planning services for simple, complex, and grantor complex 1041 tax returns.
    • Research, analyse, and apply tax rules, staying updated on changes in tax policies.

 

  • Quality Assurance:
    • Conduct self-reviews of final deliverables to ensure accuracy before submission to US teams.

 

  • Technical Proficiency:
    • Utilize tax applications such as CCH, OneSource, or GoSystem efficiently, depending on client needs.

 

  • International Tax Coordination:
    • Coordinate with a tax advisory firm in the preparation of international tax returns and other compliances.

 

  • Knowledge Enhancement:
    • Utilize available tax technical resources to enhance US tax knowledge.

 

  • Confidentiality:
    • Maintain strict client confidentiality with regards to client information, staff details, and firm-related matters.

 

Experience:

  • Years of Experience:
    • 4+ years of experience, with a focus on 1041 tax returns.

 

  • Specialized Knowledge:
    • Knowledge regarding simple, complex, and grantor foreign trusts.
    • Familiarity with Distributable Net Income tax concepts and calculation workpapers.

 

  • Taxation Tools:
    • Experience with taxation tools, with preference given to proficiency in CCH and Sureprep.

 

  • Communication Skills:
    • Good verbal and written English communication skills. Technology Proficiency: Proficient in using relevant software and tools for financial reporting and trust management.

 

 

EY | Building a better working world 


 
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.  

Apply now »