at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 20 days ago

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**Estate Sr. Tax Specialist** directs complex tax strategies, ensuring compliance and minimizing liabilities for high-net-worth individuals and trusts. Orchestrate tax planning, return preparation, and audit defense using efficient processes and specialized software like UltraTax and GoSystem. Bring 7+ years of estate tax experience, strong knowledge of Transfer Pricing, and familiarity with international tax laws. Proven leadership skills essential for mentoring junior staff and managing projects. Collaborate with cross-functional teams, including Fiduciary and Wealth Management, for comprehensive client service.

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