Fiduciary Tax Accountant III

Bank of America; Pittsburgh (Allegheny County); Sur place; USD 120 000 - 170 000; Plein temps

Résumé du poste

Bank of America is seeking a seasoned tax professional for its Private Bank. The role focuses on advanced fiduciary, estate, and transfer tax work, supporting client teams with complex administration engagements and precise reporting.

As a senior resource, you will oversee preparation and review of federal/state estate tax returns (Form 706) and fiduciary returns (1041), while guiding tax planning, research, and compliance across matters affecting estates, trusts, and beneficiaries.

Qualifications

• Ten+ years of progressive experience in estate and transfer tax.
• Experience preparing/reviewing Federal Estate Tax Returns (Form 706) and Fiduciary Tax Returns (Form 1041).
• Experience advising on post-mortem tax planning and portability elections.

Responsabilités

• Provides advanced fiduciary, estate, and transfer tax expertise to Private Bank client teams.
• Reviews and prepares complex federal and state estate tax returns and related filings.
• Ensures compliance with bank standards, tax laws, and client service expectations.
• Acts as tax technical resource for Fiduciary Tax Service associates and Private Bank teams.
• Develops and delivers tax trainings and serves as tax questions contact.

Connaissances

Estate tax

Gift tax

Account management

Laws interpretation

Policies procedures

Relationship building

Client management

Issue management

Prioritization

Risk management

Tax administration

Business process

Client experience branding

Coaching

Learning delivery

Record keeping

Formation

High School Diploma / GED / Secondary School or equivalent

Description du poste

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by 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.

Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description

This job is responsible for providing advanced fiduciary, estate, and transfer tax expertise to Private Bank client teams, focused on delivering exceptional client service and supporting complex estate administration engagements. The position serves as a senior technical resource on estate and fiduciary tax matters, including the preparation and review of federal and state estate tax returns (Form 706), fiduciary income tax returns (Form 1041), and related filings. Key responsibilities include ensuring accurate and timely tax reporting, advising on estate settlement and tax planning matters, conducting research on complex tax issues, and guiding the treatment of transactions affecting estates, trusts, and beneficiaries. The role requires adherence to client service standards, bank policies, and all applicable federal and state fiduciary and estate tax laws and reporting requirements.

Responsibilities

• Provides technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards
• Reviews and prepares complex federal and state estate tax returns (Form 706), fiduciary income tax returns (1041), and related filings
• Complies with bank standards and policies, federal and state tax law, and client service standards
• Acts as a tax technical resource for Fiduciary Tax Service associates and Private Bank client teams
• Develops and delivers technical or systems related tax trainings to the tax department, while serving as the point of contact for questions or inquiries related to tax

Desired Experience

• 10 plus years of progressive experience in estate and transfer tax preparation and review
• Experience preparing and reviewing Federal Estate Tax Returns (Form 706), Fiduciary Tax Returns (1041), and related state fiduciary and estate filings
• Experience advising on post-mortem tax planning opportunities, including portability elections, basis planning, and administration expenses

Skills

• Estate and Gift Taxation
• Account Management
• Interpret Relevant Laws, Rules, and Regulations
• Policies, Procedures, and Guidelines Management
• Relationship Building
• Client Management
• Issue Management
• Prioritization
• Risk Management
• Tax Administration
• Business Process Analysis
• Client Experience Branding
• Coaching
• Learning Delivery
• Record Keeping

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40