Estate Sr. Tax Specialist
Core
Provides advanced fiduciary, estate, and transfer tax expertise to Private Bank client teams, supporting complex estate administration engagements and tax reporting.
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
Wealth management / Estate planning / Tax law
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Estate and Gift Taxation, Tax Administration, Interpret Relevant Laws, Rules, and Regulations, Risk Management, Business Process Analysis
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 and fiduciary income tax returns, 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