Executive Tax Advisor for High-Net-Worth Clients

NACBA; Charlotte, Northern (NC, KY); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Bank of America, Executive Advisory Services, seeks a tax professional to prepare and review high-net-worth tax returns and projections for senior leaders. You will collaborate across teams to gather information, perform tax research, and support planning strategies for executives and their families.

The role emphasizes accuracy, multitasking, and client-focused service within a collaborative environment. A Bachelor's degree is required and 1st shift hours are 40 per week in the United States.

Qualifications

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

Responsibilities

• Prepare high-touch individual income, gift, and trust tax returns
• Deep dive income tax projections and illustrations
• Collaborate with internal/external partners to collect tax and financial planning info
• Coordinate with EAS team for information from executives and family
• Conduct tax research to resolve issues and plan client solutions
• Regularly use EAS tax tracking tool and communicate with client teams
• Participate in client deliverable tool maintenance and updates

Skills

GoSystem

SurePrep

Tax planning

Client communication

Education

Bachelor's degree

Tools

BNA

Job description

Bank of America, Executive Advisory Services, seeks a tax professional to prepare and review high-net-worth tax returns and projections for senior leaders. You will collaborate across teams to gather information, perform tax research, and support planning strategies for executives and their families.

The role emphasizes accuracy, multitasking, and client-focused service within a collaborative environment. A Bachelor's degree is required and 1st shift hours are 40 per week in the United States.