Family Office Principal-Tax Manager Pennington, New Jersey;New York, New York; Houston, Texas; Iselin, New Jersey; Pennington, New Jersey; Mount Laurel, New Jersey **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** The job is responsible for the administration and business development of the Merrill Family Office Services’ (MFOS) ultra-high net worth clients. Key responsibilities include managing complex and multi-tiered levels of ownership and high levels of coordination between family entities. Job expectations include being accountable for the client experience and overseeing the holistic delivery of an integrated and comprehensive package of MFOS products and services in partnership with the Merrill Financial Advisor team. The Merrill Lynch Family Office is currently seeking a highly motivated **Tax Manage** **r** . This important role in our growing tax practice includes managing client relationships and deliverable deadlines. In this role, the candidate will have the opportunity to utilize technical tax, analytical, management and client service skills by: + Preparing or reviewing complex tax returns including federal and multi-state returns for high net worth individuals, gift, S corporations, partnerships, trusts and foundations + Preparing or reviewing income tax projections to determine quarterly tax payments and to address certain life events (e.g., selling a business, divorce, etc.). + Closely monitoring recent tax legislation and how the law affects each client + Owning client relationships and work + Researching tax issues and providing guidance to clients, including responding effectively and timely to client inquiries + Foster a team environment; demonstrate support of management and decisions and build a positive culture + Participate in practice development activities that lead to the generation of new business and the opportunities for cross-selling **Responsibilities:** • Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends • Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns • Documents client interactions and provides team members with time sensitive updates • Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided • Provides advice and assists with training for team members Successful candidates will have an entrepreneurial spirit and strong analytical skills, in addition to: + Bachelor’s degree preferred; CPA or master’s degree in accounting/taxation is preferred + 5 to 10 years technical tax experience in public accounting or related field + Demonstrated ability to communicate verbally and in writing, both internally and externally + Strong working knowledge of tax return preparation, review and processing + Willingness to roll up sleeves and do what is needed to meet client deadlines and expectations + Ability to work in a multi-task environment, managing multiple priorities while delivering results + Proficient in Microsoft Office (Outlook, Word, Excel) and tax & planning software (Thomson Reuters GoSystem, SurePrep, BNA Income Tax Planner) **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus + Pipeline Management + Relationship Building + Active Listening + Business Development + Data and Trend Analysis + Presentation Skills + Project Management + Account Management + Decision Making + Oral Communications + Problem Solving + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) . View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE . Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.