Fiduciary Tax Specialist II | Private Banking

Bank of America; Jacksonville (FL); On-site; USD 76,000 - 103,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary incentive eligible

Job summary

Bank of America in Jacksonville, FL is seeking a Tax Accountant II in Fiduciary Tax for Private Banking. You will provide technical fiduciary tax expertise to Private Bank client teams and ensure accurate tax reporting.

Responsibilities include preparing complex federal and state fiduciary tax returns, complying with bank policies and tax laws, and serving as a tax resource for Private Bank teams. BS degree and 3+ years fiduciary tax experience preferred.

Qualifications

• BS, degree strongly preferred, along with 3+ yrs experience specific to processing high net worth client fiduciary tax returns.

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 Guidelines

Relationship Building

Interpret Relevant Laws Rules and Reg

Issue Management

Record Keeping

Risk Management

Tax Administration

Business Process Analysis

Client Experience Branding

Client Management

Prioritization

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Jacksonville, FL is seeking a Tax Accountant II in Fiduciary Tax for Private Banking. You will provide technical fiduciary tax expertise to Private Bank client teams and ensure accurate tax reporting.

Responsibilities include preparing complex federal and state fiduciary tax returns, complying with bank policies and tax laws, and serving as a tax resource for Private Bank teams. BS degree and 3+ years fiduciary tax experience preferred.