Tax Accountant II (TA II), Fiduciary Tax, Private Bank

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

• →Partners with team members to provide technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards
• →Prepares complex federal and state individual income fiduciary tax returns
• →Complies with bank standards and policies, federal and state tax law, and client service standards
• →Acts as a tax technical resource for Private Bank client teams

Qualifications:

The qualified candidate will possess a BS, degree in Accounting or other similar education, along with 3-4 yrs. prior Fiduciary Tax accounting experience.

• Account Management
• Attention to Detail
• Policies, Procedures, and Guidelines Management
• Relationship Building
• Interpret Relevant Laws, Rules, and Regulations
• Issue Management
• Record Keeping
• Risk Management
• Tax Administration
• Business Process Analysis
• Client Experience Branding
• Client Management
• Prioritization