The wealth management practice is in the initial stages of a major transformation. I am making the most of today’s emerging technology to support revolutionary changes in the tax reporting process.

Jim Steen

EY Americas Fiduciary/Trust Tax Accounting Services Leader

Leader of the EY Americas Fiduciary/Trust Tax & Accounting Services businesses, guiding trust and accounting professionals while finding time to enjoy family and an occasional round of golf.

Areas of focus Tax

Jim is based in Pittsburgh and serves as EY Americas leader for Fiduciary/Trust Tax Services and Fiduciary Trust Estate and Accounting Services practices, major components and growth drivers for the EY Private Client Services (PCS) group. He is also responsible for directing the efforts of more than 250 trust tax and accounting professionals across the US.

Jim has been a Tax Partner in the Pittsburgh office since 1998 and has worked extensively in the PCS area serving as a Tax Account Leader on a number of strategic engagements with a broad range of clients across various sectors.

Jim earned an MBA from the University of Pittsburgh while working full-time at EY. He is a CPA and a member of both the PICPA and AICPA.

How Jim is building a better working world

“I lead teams that develop and leverage cutting-edge technologies to efficiently deliver complex wealth management tax reporting offerings. These offerings contribute to efficient and effective financial markets and assist taxpayers in completing accurate and timely tax filings.

“Accurate tax filings promote the efficient administration of our tax laws and provide taxpayers with information necessary to develop robust financial plans that are the most effective for their particular fact pattern so that over the short and long term they can meet their financial objectives.”

Contact Jim