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!

This job is responsible for managing the delivery of advanced fiduciary, estate, and transfer tax services supporting Private Bank client teams and complex estate administration engagements. The position leads and manages estate tax professionals responsible for the preparation and review of federal and state estate tax returns (Form 706), fiduciary income tax returns (Form 1041), and related tax filings, while serving as a senior technical and escalation resource on complex estate and fiduciary tax matters.

Key responsibilities include providing technical and managerial oversight of estate tax engagements, ensuring accurate and timely tax reporting, establishing appropriate review and quality standards, advising on complex estate settlement and transfer tax matters, and providing technical guidance on transactions affecting estates, trusts, and beneficiaries. The position is also responsible for developing associates, managing workload and priorities, coordinating with Private Bank client teams and other stakeholders, and identifying opportunities to improve processes, controls, and service delivery.

The role requires adherence to client service standards, bank policies, risk and control requirements, and all applicable federal and state fiduciary and estate tax laws and reporting requirements.

• 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…