Estate Tax Manager

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!

• Manages and provides technical leadership to estate tax professionals responsible for complex federal and state estate tax, fiduciary income tax, and related compliance matters
• Oversees the preparation and review of complex federal and state estate tax returns (Form 706), fiduciary income tax returns (Form 1041), and related filings, ensuring accuracy, timeliness, and appropriate technical review
• Serves as a senior technical and escalation resource for complex estate, fiduciary, gift, generation-skipping transfer, and related tax matters
• Provides guidance to Fiduciary Tax Service associates and Private Bank client teams regarding estate administration, tax reporting, tax planning considerations, and the tax treatment of transactions affecting estates, trusts, and beneficiaries
• Manages associate performance, development, workload, and priorities, and provides coaching and technical guidance to build expertise and strengthen overall team capabilities
• Establishes and maintains appropriate quality review, risk management, and control standards for estate tax engagements and ensures compliance with bank policies, federal and state tax law, and client service standards
• Develops and delivers technical and systems-related tax training and provides leadership on emerging estate and fiduciary tax issues
• Partners with Private Bank client teams, internal subject matter experts, outside tax advisors, and other stakeholders to resolve complex tax matters and support effective estate administration
• Identifies and implements opportunities to improve tax processes, procedures, technology, controls, and operating efficiency
• Supports Fiduciary Tax leadership in establishing priorities, managing complex or high-risk matters, and executing the broader strategic objectives of the Fiduciary Tax Services organization

• Coaching
• Interpret Relevant Laws, Rules, and Regulations
• Issue Management
• Policies, Procedures, and Guidelines Management
• Risk Management
• Business Operations Management
• Business Process Analysis
• Client Management
• Learning Delivery
• Record Keeping
• Client Experience Branding
• Office Administration
• Process Management
• Succession Planning
• Tax Administration