Lead Fiduciary Tax Team for Private Bank

Bank of America Corporation; Dallas (TX); Sur place; USD 90 000 - 120 000; Plein temps

Résumé du poste

Bank of America is seeking a tax leadership professional to lead and mentor a diverse team providing fiduciary tax compliance and technical tax expertise for Private Bank clients. You will ensure timely and accurate tax responsibilities while upholding bank standards and regulatory requirements.

The role focuses on remediating escalated fiduciary tax issues, improving processes, and managing risk through proactive leadership, cross-team collaboration, and adherence to policies and guidelines.

Qualifications

• This role requires leadership of a fiduciary tax team serving Private Bank clients.
• Strong knowledge of federal/state tax laws and fiduciary tax compliance.
• Ability to remediate escalated tax/accounting issues and improve processes.

Responsabilités

• Leads seasonal delivery of accurate tax reporting to clients and authorities.
• Implements federal/state tax reporting requirements for timeliness and accuracy.
• Makes decisions on service standards, tax return accuracy, and client communications.
• Drives culture of continuous improvement and end-to-end process management.
• Identifies and controls risks, promoting self-identification and remediation.
• Leads by example and collaborates across the organization to achieve results.

Connaissances

Coaching

Interpret Relevant Laws

Issue Management

Policies & Guidelines

Risk Management

Business Operations

Client Management

Process Management

Tax Administration

Formation

High School Diploma / GED

Description du poste

Bank of America is seeking a tax leadership professional to lead and mentor a diverse team providing fiduciary tax compliance and technical tax expertise for Private Bank clients. You will ensure timely and accurate tax responsibilities while upholding bank standards and regulatory requirements.

The role focuses on remediating escalated fiduciary tax issues, improving processes, and managing risk through proactive leadership, cross-team collaboration, and adherence to policies and guidelines.