Estate Sr. Tax Specialist
Core
Provides advanced fiduciary, estate, and transfer tax expertise to Private Bank client teams, supporting complex estate administration engagements and preparing federal/state tax returns.
Role type
Senior IC estate and transfer tax specialist
Builds
Federal and state estate tax returns (Form 706), fiduciary income tax returns (Form 1041), and related filings
Domain
Financial services / Estate and transfer taxation
Required skills
Estate and Gift Taxation, Interpret Relevant Laws, Rules, and Regulations, Tax Administration, Risk Management, Client Management, Issue Management, Record Keeping, Business Process Analysis, Coaching
Preferred skills
Post-mortem tax planning, Portability elections, Basis planning, Administration expenses
Technologies
Form 706, Form 1041
Responsibilities
Reviews and prepares complex federal and state estate tax returns (Form 706), fiduciary income tax returns (1041), and related filings; 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
Seniority
Senior, hands-on IC