Tax Accountant II (TA II), Fiduciary Tax, Private Banking
About The Position
The Tax Accountant II provides technical fiduciary tax expertise to Private Bank client teams, focusing on differentiated client service and expanding client relationships. The role provides accurate and timely tax reporting for assigned accounts and conducts tax research to resolve complex tax issues. It requires compliance with client-focused service standards, bank standards and policies, and federal and state fiduciary tax reporting requirements. The position is listed for Bank of America Tower Chicago in Chicago, Illinois, and 1 Financial Plaza in Providence, Rhode Island.
Requirements
- High school diploma, GED, secondary school, or equivalent is the minimum education requirement.
- At least 3 years of experience processing high-net-worth client fiduciary tax returns.
- Skills in account management, attention to detail, policies and procedures management, relationship building, interpreting relevant laws and regulations, issue management, record keeping, risk management, tax administration, business process analysis, client experience, client management, and prioritization.
Nice To Haves
- A bachelor's degree is strongly preferred.
Responsibilities
- Partner with team members to provide technical tax expertise and ensure assigned accounts are fulfilled to achieve client service standards.
- Prepare complex federal and state individual income tax returns.
- Comply with bank standards and policies, federal and state tax law, and client service standards.
- Act as a tax technical resource for Private Bank client teams.
Benefits
- Paid time off
- Access to 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 contributions, and company success
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
