Fiduciary Tax Team Lead

Bank of America; Providence (RI); Presencial; USD 110 000 - 150 000; Tempo integral

Resumo da oferta

Bank of America in Providence, RI seeks an experienced Tax Team Lead to mentor a diverse group of associates handling fiduciary tax compliance and technical tax work for Private Bank clients. You will ensure timely tax filings, oversee accuracy, and drive process improvements to reduce risk.

The role emphasizes collaboration across teams, strong leadership, and adherence to bank policies with a focus on client service excellence and regulatory compliance.

Qualificações

• Lead and mentor a diverse tax associates team delivering fiduciary tax compliance and technical tax expertise.
• Ensure timely and accurate tax responsibilities for assigned accounts in line with bank standards.
• Remediate escalated fiduciary tax and accounting issues while improving processes and managing risk.

Responsabilidades

• Leads seasonal delivery of accurate tax reporting to clients and authorities.
• Implements federal and state tax reporting requirements for timely submissions.
• Oversees service standards, return accuracy, and client communications.
• Drives continuous improvement and end-to-end process management.
• Identifies and mitigates risks, fostering self-identification and remediation.
• Leads by example and builds cross-organizational partnerships to achieve results.

Conhecimentos

Coaching

Interpret Relevant Laws

Issue Management

Policies & Guidelines

Risk Management

Business Operations

Process Analysis

Client Management

Learning Delivery

Record Keeping

Client Experience

Office Administration

Succession Planning

Tax Administration

Formação académica

High School Diploma

Descrição da oferta de emprego

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

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