Tax Accountant II (TA II), Private Banking
About The Position
At Bank of America, the Tax Accountant II (TA II) in Private Banking provides technical fiduciary expertise to Private Bank client teams, with a focus on differentiating client service and expanding client relationships. The role is responsible for accurate and timely tax reporting for assigned accounts and conducting tax research to resolve complex tax issues. The position is expected to comply with client-focused service standards, bank standards and policies, and federal and state fiduciary tax reporting requirements. The role partners with team members to provide technical tax expertise, prepares complex federal and state charitable income tax returns for split-interest trusts and wholly charitable trusts, and serves as a tax technical resource for Private Bank client teams. The position is based at one of the listed Bank of America locations in Chicago, Illinois, or Providence, Rhode Island. It is a first-shift role with 40 hours per week.
Requirements
- Minimum of 3–4 years of experience working specifically in the fiduciary charitable tax area.
- Minimum education requirement: High School Diploma, GED, secondary school, or equivalent.
- Skills include account management, attention to detail, policies, procedures, and guidelines management, relationship building, interpreting relevant laws, rules, and regulations, issue management, record keeping, risk management, tax administration, business process analysis, client experience branding, client management, and prioritization.
Nice To Haves
- Bachelor of Science degree in Accounting or a related area 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 charitable income tax returns for split-interest trusts and wholly charitable trusts.
- 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.
- Provide accurate and timely tax reporting for assigned accounts.
- Conduct tax research to resolve complex tax issues.
Benefits
- Industry-leading benefits; this role is currently benefits eligible.
- Access to paid time off.
- Eligible to participate in the annual discretionary incentive plan, with awards based on individual performance and behaviors, line of business and/or group performance and contributions, and the overall success of the company.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
