
at Bank of America Merrill Lynch
Bulge Bracket Investment BanksPosted 7 days ago
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**Senior Tax Specialist - Fiduciary**: Drive complex tax strategies for high-net-worth individuals and families. Key responsibilities include tax planning, compliance, and consulting. Leverage expertise in fiduciary tax, trusts, and private client services. Required: Bachelor's in Accounting or equivalent, CPA certification, 8+ years tax experience, strong knowledge of estate planning and taxation, proficient in tax software (e.g., UltraTax CS, ProSystem fx), and TeamViewer for remote access. Proven expertise in managing high-level client relationships essential.
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