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Senior Tax Specialist- Fiduciary

ExperiencedNo visa sponsorship
Bank of America Merrill Lynch logo

at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 7 days ago

No clicks

**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.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Not specified

Full Job Description

Senior Tax Specialist- Fiduciary

Compensation

Not specified

City: Not specified

Country: Not specified

Bank of America Merrill Lynch logo
Bulge Bracket Investment Banks

7 days ago

No clicks

at Bank of America Merrill Lynch

ExperiencedNo visa sponsorship

**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.

Full Job Description