Family Office Principal-Tax Manager

Bank of America; New York (NY); Sur place; USD 100 000 - 202 000; Plein temps

Résumé du poste

Bank of America’s Merrill Family Office Services seeks a tax-focused adviser to manage and review complex tax returns for UHNW clients and to oversee multi‑entity ownership structures. You will project taxes, monitor legislation, and coordinate with Merrill Financial Advisors to deliver an integrated service package.

You will guide clients, train team members, and participate in practice development to grow the business and cross-sell MFOS solutions.

Qualifications

• Bachelor’s degree required; CPA or master’s in accounting/taxation preferred.
• 5–10 years of technical tax experience in public accounting or related field.
• Strong written and verbal communication; able to meet client deadlines.
• Experience with tax return preparation, review and processing.

Responsabilités

• Prepare or review complex tax returns for high net worth individuals and entities.
• Prepare or review income tax projections and quarterly payments.
• Monitor recent tax legislation and its impact on clients.
• Own client relationships and coordinate with Merrill Advisor teams.
• Provide guidance on tax issues and respond to client inquiries.
• Support business development and cross-selling within MFOS.

Connaissances

Client Management

Relationship Building

Data Analysis

Presentation Skills

Project Management

Account Management

Written Communications

Oral Communications

Decision Making

Pipeline Management

Formation

Bachelor’s degree

CPA or master’s in accounting/taxation preferred

High School Diploma / GED / Secondary School or equivalent

Outils

Microsoft Office

GoSystem

SurePrep

BNA Income Tax Planner

Description du poste

Job Description

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

The job is responsible for the administration and business development of the Merrill Family Office Services’ (MFOS) ultra-high net worth clients. Key responsibilities include managing complex and multi-tiered levels of ownership and high levels of coordination between family entities. Job expectations include being accountable for the client experience and overseeing the holistic delivery of an integrated and comprehensive package of MFOS products and services in partnership with the Merrill Financial Advisor team.

Key Responsibilities

• Preparing or reviewing complex tax returns including federal and multi-state returns for high net worth individuals, gift, S corporations, partnerships, trusts and foundations
• Preparing or reviewing income tax projections to determine quarterly tax payments and to address certain life events (e.g., selling a business, divorce, etc.)
• Closely monitoring recent tax legislation and how the law affects each client
• Owning client relationships and work
• Researching tax issues and providing guidance to clients, including responding effectively and timely to client inquiries
• Foster a team environment; demonstrate support of management and decisions and build a positive culture
• Participate in practice development activities that lead to the generation of new business and the opportunities for cross-selling
• Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends
• Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns
• Documents client interactions and provides team members with time sensitive updates
• Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided
• Provides advice and assists with training for team members

Required Qualifications

• Successful candidates will have an entrepreneurial spirit and strong analytical skills, in addition to:
• Bachelor’s degree required;
• CPA or master’s degree in accounting/taxation is preferred
• 5 to 10 years technical tax experience in public accounting or related field
• Demonstrated ability to communicate verbally and in writing, both internally and externally
• Strong working knowledge of tax return preparation, review and processing
• Willingness to roll up sleeves and do what is needed to meet client deadlines and expectations
• Ability to work in a multi-task environment, managing multiple priorities while delivering results
• Proficient in Microsoft Office (Outlook, Word, Excel) and tax & planning software (Thomson Reuters GoSystem, SurePrep, BNA Income Tax Planner)

Skills

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Pipeline Management
• Relationship Building
• Active Listening
• Business Development
• Data and Trend Analysis
• Presentation Skills
• Project Management
• Account Management
• Decision Making
• Oral Communications
• Problem Solving
• Written Communications

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Working Hours & Location

Shift: 1st shift (United States of America)
Hours Per Week: 40

Locations

US - NJ - Florham Park - 100 CAMPUS DR (NJ2100),
US - NJ - Pennington - 1600 American Blvd - Hopewell Bldg 6 (NJ2600),
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay, Locations & Benefits

Pay and benefits information
Pay range $100,300.00 - $201,900.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Employment Policy & Links

Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice
Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency

Company Culture

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe.