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Bank of America's Merrill Family Office Services seeks a tax-focused adviser to manage and review complex tax returns for UHNW clients and to oversee multi‐entity ownership structures. You will project taxes, monitor legislation, and coordinate with Merrill Financial Advisors to deliver an integrated service package. You will guide clients, train team members, and participate in practice development to grow the business and cross-sell MFOS solutions.

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Level

Senior L5

Location

New York, NY

Occupation

Tax Preparers

Industry

Tax Preparation Services

Posted

today

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