Bank of America
Estate Sr. Tax Specialist
$88K–$133K
Providence +5 · Senior · Full-time · Posted Sep 22, 2026
- Location
- Providence
Pittsburgh
Chicago
Waltham
Dallas
Jacksonville - Experience
- 10 plus years of progressive experience in estate and transfer tax preparation and review.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides senior fiduciary, estate, and transfer tax expertise to Private Bank teams, including preparing and reviewing tax filings, advising on estate administration and planning, and supporting client service.
What you'll do
- Prepare and review complex federal and state estate tax returns (Form 706), fiduciary income tax returns (Form 1041), and related filings.
- Advise on estate settlement, tax planning, and complex tax issues; serve as a technical resource for associates and client teams.
- Develop and deliver tax-related training and ensure compliance with bank policies, client service standards, and applicable tax laws.
What they ask for
- Experience preparing and reviewing federal estate tax returns (Form 706), fiduciary tax returns (1041), and related state filings.
- Experience advising on post-mortem tax planning, including portability elections, basis planning, and administration expenses.
Pay
$87,500.00 - $133,000.00 annualized salary (base salary)
Tools
Form 706, Form 1041
Model-written summary · the original posting is authoritative