Wealth Consultant helping clients secure their financial futures through insurance solutions. Evaluating financial needs and establishing relationships with clients while staying informed on industry trends.
About the role
- Analyst role at EY preparing fiduciary accountings for trusts and estates. Involvement in complex accountings and training associate analysts.
Responsibilities
- Prepare fiduciary accountings for trusts, estates, conservatorships, guardianships, and foundations
- Help train and mentor associate analysts
- Review and interpret trust instruments, wills, and IRS Form 706
- Perform a self-review before submitting work product to supervising manager
- Regular interaction with clients and coworkers
- Participate in special projects and training
Requirements
- 2-4 years of experience in preparation of fiduciary accountings
- Knowledge of current fiduciary accounting concepts
- Experience with trust and estate documents
- Strong technical skills in Microsoft Word and Excel
- Familiar with Thomson Reuters FAS accounting system
- Bachelor’s degree in accounting, finance or economics preferred
- Professional Fiduciary, National Certified Guardian or paralegal certification preferred
Benefits
- Medical and dental coverage
- Pension plans
- 401(k) plans
- Paid time off options
- Flexible vacation policy
- Designated EY Paid Holidays
- Winter/Summer breaks
- Personal/Family Care
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