Job Summary

• Lead preparation, review, and filing coordination of federal Form 706, with accurate valuation, deductions, elections, and timely submissions; manage related state inheritance/death tax filings.
• Partner with Estate Settlement Officers and Wealth colleagues across regions; join client/advisor calls to explain tax positions, payment protocols, protective claims, and settlement strategies.
• BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.

Matching Summary

Salary

Base: $104,000 - $149,000; Bonus/Equity: Discretionary bonuses, short and long-term incentive packages; Benefits: Company-sponsored benefit programs

Skills & Requirements

Key Requirements

• Bachelor’s degree in Accounting, Finance, Tax
• 7+ years of progressive experience
• Expert knowledge of federal estate tax
• Proficiency with tax research platforms

Work Rights