Sr Tax Professional II

Bank of America • Farmington, NM

3d • Onsite

About The Position

At Bank of America, this role supports tax planning, advisory, forecasting, and compliance activities. The position helps ensure compliance with tax reporting requirements across government jurisdictions, researches tax issues, develops tax optimization strategies, and supports business objectives by collaborating with teammates and partners across the enterprise. The role also leads projects, coordinates resources, and manages partner relationships.

The successful candidate performs and oversees U.S. and non-U.S. tax documentation validation to ensure accuracy, compliance, and adherence to regulatory requirements. The role coordinates globally with colleagues in GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, and Global Tax Policy & Tax Compliance; handles tax-related client inquiries and escalations; and drives tax initiatives and regulatory implementations with GBAM Tax Change and GBAM Technology.

The position is based at 70 Batterson Park Rd in Farmington, Connecticut. Bank of America describes an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. The role is a first-shift position working 40 hours per week.

Requirements

• Deep understanding of U.S. Treasury regulations, including Chapters 3, 4, and 61, and demonstrated familiarity with tax documentation validation rules such as CRS, Irish DIRT, W8, and W9.
• Proven ability to perform complex reconciliations, identify discrepancies, and resolve issues using structured, analytical approaches.
• Ability to manage multiple priorities while maintaining accuracy and meeting tight deadlines in a dynamic environment.
• Strong organization and analytical capabilities, with meticulous attention to detail across processes and deliverables.
• Excellent written and verbal communication skills, including the ability to clearly explain risks, issues, and solutions to stakeholders at all organizational levels.
• Bachelor’s degree in a related field, or equivalent work experience in a relevant field.

Nice To Haves

• Proactively bring forward new ideas and perspectives to drive innovation and deliver differentiated solutions.
• Willingness to challenge the status quo, champion new approaches, and promote positive organizational change.
• Active participation in and leadership of initiatives to improve tools, technology, and ways of working for an evolving client base.

Responsibilities

• Analyze and interpret tax laws and regulations.
• Assist in preparing tax planning and compliance strategies.
• Prepare and review federal, state, and local tax returns.
• Research and analyze tax issues.
• Support tax compliance and reporting requirements.
• Prepare and review tax estimates and projections.
• Identify and implement process improvements.
• Perform and oversee U.S. and non-U.S. tax documentation validation to ensure accuracy, compliance, and adherence to regulatory requirements.
• Coordinate globally with colleagues in GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, and Global Tax Policy & Tax Compliance.
• Service tax-related client inquiries and escalations.
• Drive tax initiatives and tax regulatory implementations in partnership with GBAM Tax Change and GBAM Technology.
• Lead projects, coordinate resources, and lead partner relationships.

Benefits

• Industry-leading benefits.
• Paid time off.
• Resources and support for employees.
• Eligibility to participate in an annual discretionary incentive plan, with awards based on individual performance and behavior, line-of-business or group performance and contributions, and overall company success.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior