Tax Services Staff - Financial Services - Fiduciary/Trust Tax Services - Tax Processing

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

• Overtime will be expected during busy season

• 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.