Fiduciary Tax Team Lead
About The Position
Leads and mentors a diverse team of tax associates who provide fiduciary tax compliance and technical tax expertise to Private Bank clients. Ensures the team’s assigned account tax responsibilities are completed accurately and on time, while meeting client-focused service standards and complying with bank standards, policies, and federal and state tax laws. The role also remediates escalated fiduciary tax and accounting issues, improves business processes, and manages risk. The position leads seasonal tax reporting, implements tax reporting requirements, oversees service standards and return accuracy, and promotes continuous improvement and strong risk identification and remediation. The role is based at one of the listed Bank of America locations in Chicago, Illinois, or Providence, Rhode Island, and is a first-shift position working 40 hours per week.
Requirements
- High school diploma, GED, secondary school education, or equivalent.
- Skills in coaching, interpreting relevant laws, rules and regulations, issue management, policies and procedures, management, risk management, business operations management, business process analysis, client management, learning delivery, record keeping, client experience, branding, office administration, process management, succession planning, and tax administration.
Responsibilities
- Lead seasonal delivery of accurate and timely tax reporting to clients and taxing authorities by organizing and communicating tax-season tasks to the team and department.
- Implement new and existing federal and state tax reporting requirements to ensure timely and accurate reporting.
- Make decisions and oversee prescribed service standards, tax return accuracy, and client-focused communications.
- Drive a culture of continuous improvement and management of end-to-end processes.
- Proactively identify and control risks, maintaining strong self-identification and remediation practices.
- Lead and mentor tax associates and build partnerships across the organization.
- Remediate escalated fiduciary tax and accounting issues and improve business processes.
Benefits
- Benefits eligibility
- Paid time off
- Access to resources and support for employees
- Eligibility to participate in an annual discretionary incentive plan
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
High school or GED
