Fiduciary Tax Team Lead

Bank of America; Jacksonville (FL); On-site; USD 107,000 - 133,000; Full time

Benefits offered by this job

Discretionary incentive eligibility

Benefits

Job summary

Bank of America is seeking a tax team lead to mentor a diverse group of tax associates, delivering fiduciary tax compliance and technical expertise for Private Bank clients. Responsibilities include timely tax fulfillment, adhering to bank policies, and driving process improvements while managing risk.

The role emphasizes client-focused service standards, collaboration across teams, and continuous learning to support the bank’s fiduciary business and regulatory compliance.

Qualifications

• High School Diploma or GED required.
• Experience in fiduciary tax helpful.
• Strong analytical and communication skills.

Responsibilities

• Leads seasonal delivery of accurate and timely tax reporting to clients and authorities.
• Implements new and existing federal and state tax reporting requirements.
• Makes decisions and oversees service standards, tax return accuracy, and client communications.
• Drives continuous improvement and end-to-end process management.
• Proactively identifies and controls risks; fosters remediation culture.
• Leads by example, builds partnerships across the organization to achieve results.

Skills

Coaching

Interpret Relevant Laws

Issue Management

Policies & Guidelines

Risk Management

Business Operations

Client Management

Record Keeping

Process Management

Tax Administration

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description

This job is responsible for leading and mentoring a diverse team of tax associates who provide fiduciary tax compliance and technical tax expertise to meet the needs of our Private Bank clients. Key responsibilities include ensuring all tax responsibilities required of the team’s assigned accounts are timely and accurately fulfilled, achieving client focused service standards while complying with bank standards, policies and federal and state tax laws. Job expectations include remediating escalated fiduciary tax and accounting issues, improving business processes, and managing risk.

Responsibilities

• Leads seasonal delivery of accurate and timely tax reporting to our clients and taxing authorities by organizing and effectively communicating tax season tasks to the team and department
• Implements new and existing federal and state tax reporting requirements to ensure timely and accurate reporting
• Makes decisions and oversees teams prescribed service standards, tax return accuracy, and client focused communications
• Drives culture and behaviors to focus on continuous improvement and management of end-to-end processes
• Proactively identifies and controls risks, maintaining the culture of strong self-identification and remediation
• Leads by example, builds partnerships and connects with others across the organization to achieve results

Skills

• Coaching
• Interpret Relevant Laws, Rules, and Regulations
• Issue Management
• Policies, Procedures, and Guidelines Management
• Risk Management
• Business Operations Management
• Business Process Analysis
• Client Management
• Learning Delivery
• Record Keeping
• Client Experience Branding
• Office Administration
• Process Management
• Succession Planning
• Tax Administration

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - RI - Providence - 1 Financial Plz - 1 Financial Plaza (RI1537)

Pay range

$106,500.00 - $133,200.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.