Family Office Principal – Tax Manager

Bank of America

Tax Manager preparing complex returns and projections for Merrill’s ultra-high-net-worth clients. Managing client relationships, tax research, deliverables, and practice development within Bank of America’s wealth management business.

Posted 8/12/2026full-timeNew York City • New Jersey, New York • 🇺🇸 United StatesLead💰 $100,300 - $201,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax return preparation and review for high net worth individuals, along with strong analytical and communication skills to manage client relationships and deliverables effectively.

Highest-signal resume keywords

Tax Return PreparationClient Relationship ManagementAnalytical SkillsMicrosoft Office ProficiencyCPA Certification

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax Return ReviewIncome Tax ProjectionsMulti-State Tax ReturnsTax Legislation MonitoringData Analysis for Risk Issues

Soft Skills

Strong Verbal CommunicationStrong Written CommunicationEntrepreneurial SpiritTeam Culture SupportMulti-Tasking Ability

Tools & Technologies

Thomson Reuters GoSystemSurePrepBNA Income Tax PlannerSalesforce

Certifications & Qualifications

CPAMaster’s Degree in Accounting/Taxation

Industry Keywords

Ultra-High Net Worth ClientsFamily Office ServicesPublic AccountingPractice DevelopmentCross-Selling

About the role

Key responsibilities & impact

Administer and support business development for Merrill Family Office Services’ ultra-high net worth clients
Manage complex and multi-tiered ownership structures and coordination between family entities
Oversee the holistic delivery of integrated MFOS products and services with Merrill Financial Advisor teams
Prepare or review complex federal and multi-state tax returns for high net worth individuals, gifts, S corporations, partnerships, trusts, and foundations
Prepare or review income tax projections for quarterly payments and significant life events
Monitor tax legislation and assess its impact on clients
Own client relationships and deliverables
Research tax issues and provide timely guidance to clients
Participate in practice development, new business generation, and cross-selling
Resolve client issues and analyze data for risk issues and trends
Escalate and resolve complex client inquiries and problems
Document client interactions and provide time-sensitive team updates
Attend client review meetings, document notes in Salesforce, and track actions and activities
Advise and assist with training team members
Foster a positive team culture and support management decisions

Requirements

What you’ll need

Bachelor’s degree required
5 to 10 years of technical tax experience in public accounting or related field
Strong analytical skills and entrepreneurial spirit
Strong verbal and written communication skills
Strong working knowledge of tax return preparation, review, and processing
Ability to manage multiple priorities and deliver results in a multi-task environment
Willingness to meet client deadlines and expectations
Proficiency in Microsoft Office, including Outlook, Word, and Excel
Proficiency in Thomson Reuters GoSystem, SurePrep, and BNA Income Tax Planner
CPA or master’s degree in accounting/taxation preferred

Benefits

Comp & perks

Discretionary incentive eligible
Eligible to participate in the annual discretionary plan
Annual discretionary award based on individual, line of business/group, and company performance
Industry-leading benefits
Paid time off
Resources and support to employees
Career development
Appropriate level of flexibility based on role-specific responsibilities and business needs