Estate Sr. Tax Specialist

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This job is responsible for providing advanced fiduciary, estate, and transfer tax expertise to Private Bank client teams, focused on delivering exceptional client service and supporting complex estate administration engagements. The position serves as a senior technical resource on estate and fiduciary tax matters, including the preparation and review of federal and state estate tax returns (Form 706), fiduciary income tax returns (Form 1041), and related filings. Key responsibilities include ensuring accurate and timely tax reporting, advising on estate settlement and tax planning matters, conducting research on complex tax issues, and guiding the treatment of transactions affecting estates, trusts, and beneficiaries. The role requires adherence to client service standards, bank policies, and all applicable federal and state fiduciary and estate tax laws and reporting requirements.

Responsibilities:

• Provides technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards
• Reviews and prepares complex federal and state estate tax returns (Form 706), fiduciary income tax returns (1041), and related filings
• Complies with bank standards and policies, federal and state tax law, and client service standards
• Acts as a tax technical resource for Fiduciary Tax Service associates and Private Bank client teams
• Develops and delivers technical or systems related tax trainings to the tax department, while serving as the point of contact for questions or inquiries related to tax

Desired Experience :

• 10 plus years of progressive experience in estate and transfer tax preparation and review
• Experience preparing and reviewing Federal Estate Tax Returns (Form 706), Fiduciary Tax Returns (1041), and related state fiduciary and estate filings
• Experience advising on post-mortem tax planning opportunities, including portability elections, basis planning, and administration expenses

Skills:

• Estate and Gift Taxation
• Account Management
• Interpret Relevant Laws, Rules, and Regulations
• Policies, Procedures, and Guidelines Management
• Relationship Building
• Client Management
• Issue Management
• Prioritization
• Risk Management
• Tax Administration
• Business Process Analysis
• Client Experience Branding
• Coaching
• Learning Delivery
• Record Keeping

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40