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Senior Estate & Fiduciary Tax Strategist

Job in Waltham, Middlesex County, Massachusetts, 02254, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Regulatory Compliance Specialist, Tax Law
  • Law/Legal
    Regulatory Compliance Specialist, Tax Law
Salary/Wage Range or Industry Benchmark: 88000 - 133000 USD Yearly USD 88000.00 133000.00 YEAR
Job Description & How to Apply Below

Bank of America seeks an experienced fiduciary tax professional to deliver advanced estate and transfer tax expertise to Private Bank client teams. You will prepare and review federal/state estate and fiduciary tax filings, advise on complex settlement and planning matters, and guide tax reporting in a regulated environment.

You will mentor associates, ensure tax compliance, and stay current on evolving fiduciary regulations, contributing to superior client service and risk management.

As a Senior Estate & Fiduciary Tax Strategist, you will play an important part at Bank of America in Waltham, MA, United States.

Step into the Senior Estate & Fiduciary Tax Strategist role at Bank of America in Waltham, MA, United States and grow with us.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

Position Requirements
10+ Years work experience
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