Family Office Tax Principal for UHNW Clients
bank of americaNew York, NY
Family Office Tax Principal for UHNW Clients
bank of americaNew York, NYSenior L5
Tax Preparation ServicesPortfolio Management and Investment AdviceOffices of Certified Public Accountants
APPLY NOW (opens in a new tab)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