Senior Estate Tax Leader

Bank of America Corporation; Chicago (IL); On-site; USD 107,000 - 133,000; Full time

Benefits offered by this job

Discretionary incentive

Benefits eligible

Job summary

Bank of America is seeking a senior fiduciary tax professional to lead complex estate and fiduciary tax engagements for Private Bank client teams. You will oversee Form 706 and Form 1041 work, provide technical leadership, and guide associates through sophisticated tax matters.

You will collaborate with cross-functional teams, drive process improvements, ensure compliance with federal and state laws, and mentor staff while maintaining high client service standards.

Qualifications

• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.
• Experience with fiduciary tax, estate tax, and related filings preferred.

Responsibilities

• Provides technical leadership for complex estate tax engagements.
• Oversees preparation and review of Form 706 and Form 1041 filings with timeliness and accuracy.
• Serves as senior technical resource on estate, fiduciary, gift, and generation-skipping transfer matters.
• Guides Fiduciary Tax Service associates and Private Bank teams on tax reporting and planning.
• Manages workload, coaching, and development of staff; enforces quality standards and controls.

Skills

Coaching

Risk Management

Client Management

Process Management

Tax Administration

Learning Delivery

Education

High School Diploma

Job description

Bank of America is seeking a senior fiduciary tax professional to lead complex estate and fiduciary tax engagements for Private Bank client teams. You will oversee Form 706 and Form 1041 work, provide technical leadership, and guide associates through sophisticated tax matters.

You will collaborate with cross-functional teams, drive process improvements, ensure compliance with federal and state laws, and mentor staff while maintaining high client service standards.