Fiduciary Tax Specialist – Private Banking

Bank of America; Providence (RI); Sur place; USD 76 000 - 103 000; Plein temps

Résumé du poste

Bank of America is seeking a Tax Accountant II in Private Banking fiduciary tax to deliver technical tax expertise for high-net-worth accounts and ensure accurate federal and state tax reporting. This role emphasizes client service, policy adherence, and collaboration with Private Bank teams.

Responsibilities include preparing complex returns, researching tax issues, and serving as a tax resource while meeting bank standards and fiduciary requirements.

Qualifications

• BS degree preferred with 3+ years of fiduciary tax returns experience.

Responsabilités

• 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

Connaissances

Account Management

Attention to Detail

Policies, Procedures, and Guidelines

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

BS degree

High School Diploma

Description du poste

Bank of America is seeking a Tax Accountant II in Private Banking fiduciary tax to deliver technical tax expertise for high-net-worth accounts and ensure accurate federal and state tax reporting. This role emphasizes client service, policy adherence, and collaboration with Private Bank teams.

Responsibilities include preparing complex returns, researching tax issues, and serving as a tax resource while meeting bank standards and fiduciary requirements.