Fiduciary Tax Accountant II — Private Banking

Bank of America; Chicago (IL); Sur place; USD 76 000 - 103 000; Plein temps

Avantages offerts par ce poste

Discretionary bonus

Benefits package

Résumé du poste

Bank of America is seeking a Tax Accountant II in Private Banking to provide fiduciary tax expertise for client teams and to deliver accurate tax reporting. The role emphasizes compliance with fiduciary tax rules, client service standards, and cross-functional collaboration with Private Bank teams.

Ideal candidates have a BS or higher with 3+ years in high net worth fiduciary tax processing, strong analytical skills, and a commitment to delivering premium client service in an in-office setting

Qualifications

• BS, degree strongly preferred, along with 3+ yrs experience specific to processing high net worth client fiduciary tax returns.
• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Responsabilités

• Prepare complex federal and state individual income tax returns.
• Partner with team members to provide technical tax expertise and ensure client service standards.
• Comply with bank standards, policies, and tax reporting requirements.
• Act as a tax technical resource for Private Bank client teams.
• Fulfill accounts to achieve client service standards and maintain documentation.

Connaissances

Account Management

Attention to Detail

Policies, Procedures, and Guidelines

Management

Relationship Building

Interpret Relevant Laws, Rules, andReg

Issue Management

Record Keeping

Risk Management

Tax Administration

Business Process Analysis

Client Experience

Branding

Client Management

Prioritization

Formation

Bachelor's degree

High School Diploma or GED

Description du poste

Bank of America is seeking a Tax Accountant II in Private Banking to provide fiduciary tax expertise for client teams and to deliver accurate tax reporting. The role emphasizes compliance with fiduciary tax rules, client service standards, and cross-functional collaboration with Private Bank teams.

Ideal candidates have a BS or higher with 3+ years in high net worth fiduciary tax processing, strong analytical skills, and a commitment to delivering premium client service in an in-office setting