Tax Accountant II - Executive Advisory Services

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Executive Advisory Services Overview: 

Executive Advisory Services (EAS) is a team of advisors providing customized wealth planning and tax return preparation services to the senior leaders at Bank of America. EAS helps executives identify, prioritize, and meet wealth structuring, cash flow, philanthropic, and educations funding goals. EAS also assists executives with tax preparation and planning. EAS coordinates with business partners to assist executives navigate internal and external regulatory requirements. EAS also coordinates with business partners to assist executives navigate bank resources, benefits, and compensation plans. 

Strong communication and organization skills.  Ability to successfully work within a team-based client service model. Must be able to foster collaboration.

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  Must have 3+ years of experience preparing/reviewing income tax returns for High-Net-Worth individuals.

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  Working knowledge of GoSystem and SurePrep preferred

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  BNA and other tax planning software knowledge a plus

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  Strong communication and organization skills Ability to successfully work within a team-based client service model. Must be able to foster collaboration.

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  Demonstrates accuracy and completeness in all tasks and follows up as appropriate.

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  Capable of managing multiple priorities