Fiduciary Tax Specialist for Charitable Trusts

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

Résumé du poste

Bank of America is seeking a Tax Accountant II (TA II) for Private Banking in Chicago. The role delivers technical fiduciary tax expertise to client teams and manages complex charitable tax returns, ensuring compliance with bank standards and regulatory requirements.

The ideal candidate will have a BS in Accounting or related field, 3–4 years of fiduciary charitable tax experience, and strong client service skills to differentiate client service and expand relationships.

Qualifications

• BS degree in Accounting or related area strongly preferred; 3-4 yrs minimum experience in fiduciary charitable tax.
• Experience with fiduciary charitable tax reporting and client service standards.

Responsabilités

• Provide technical fiduciary tax expertise to Private Bank client teams.
• Prepare complex federal and state charitable income tax returns for split interest trusts and wholly charitable trusts.
• Comply with bank standards, policies, and federal/state tax reporting requirements.
• Act as a tax technical resource for Private Bank client teams.

Connaissances

Account Management

Attention to Detail

Policies Procedures and Guidelines

Relationship Building

Interpret Laws Rules and Regulations

Issue Management

Record Keeping

Risk Management

Tax Administration

Business Process Analysis

Client Experience Branding

Client Management

Prioritization

Formation

High School Diploma / GED / Secondary School or equivalent

Description du poste

Bank of America is seeking a Tax Accountant II (TA II) for Private Banking in Chicago. The role delivers technical fiduciary tax expertise to client teams and manages complex charitable tax returns, ensuring compliance with bank standards and regulatory requirements.

The ideal candidate will have a BS in Accounting or related field, 3–4 years of fiduciary charitable tax experience, and strong client service skills to differentiate client service and expand relationships.