Bank of America
Family Office Principal-Tax Manager
$100K–$202K
New York +2 · Principal · Full-time · Posted Oct 27, 2026
- Location
- New York
Pennington
Florham Park - Experience
- 5 to 10 years technical tax experience in public accounting or related field.
- Education
- Bachelor’s degree required; CPA or master’s degree in accounting/taxation preferred. Minimum education requirement also states High School Diploma / GED / Secondary School or equivalent.
About the job
Manages tax preparation, client relationships, and service delivery for ultra-high-net-worth family office clients, while supporting practice development.
What you'll do
- Prepare or review complex individual, gift, S corporation, partnership, trust, and foundation tax returns, plus income tax projections.
- Research tax issues, monitor legislation, advise clients, and manage client relationships, inquiries, and deadlines.
- Support team training and practice development, including new business generation and cross-selling.
What they ask for
- Bachelor’s degree required.
- 5 to 10 years technical tax experience in public accounting or a related field.
- Strong working knowledge of tax return preparation, review, and processing.
- Proficiency in Microsoft Office and tax and planning software.
Nice to have
- CPA or master’s degree in accounting/taxation.
Pay
$100,300.00 - $201,900.00 annualized salary (base salary)
Tools
Microsoft Office, Outlook, Word, Excel, Thomson Reuters GoSystem, SurePrep, BNA Income Tax Planner, Salesforce
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