Tax Accountant II (TA II)

Job Description:

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Tax Accountant II (TA II), Fiduciary, Private Banking -

This job is responsible for providing technical fiduciary expertise to Private Bank client teams, focused on differentiating client service and expanding client relationships. Key responsibilities include providing accurate and timely tax reporting for assigned accounts and conducting tax research to resolve complex tax issues. Job expectations include complying with client focused service standards, bank standards and policies, and federal and state fiduciary tax reporting requirements.

Responsibilities:

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 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

Skills:

• 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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

BS, degree in Accounting or related area, strongly desired

For internal employees: participation in a work from home posture does not make you eligible to post.

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MA - Waltham - 1025 Main St - 1025 Main St - Waltham (MA6536), US - RI - Providence - 1 Financial Plz - 1 Financial Plaza (RI1537)

Pay and benefits information

Pay range

$75,900.00 - $102,600.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.