Senior Tax Strategist — Complex Planning & Compliance

Bank of America; Charlotte (NC); On-site; USD 150,000 - 210,000; Full time

Job summary

Bank of America is seeking a senior tax professional in Charlotte to lead complex tax planning, forecasting, and advisory activities, with a focus on minimizing liabilities and complying with multi-jurisdictional requirements.

The role requires in-depth expertise in corporate taxation, strong project management, and the ability to partner with business units and leadership to drive strategic tax decisions.

Qualifications

• 10+ years in public accounting, law firm and/or corporate tax with a focus on corporate taxation.
• Professional designations: CPA or Attorney-at-Law preferred, not required.

Responsibilities

• Analyzes and interprets more complex tax laws and regulations
• Assists in the preparation of complex tax planning and compliance strategies
• Reviews federal, state, and local tax returns
• Researches and analyzes more complex tax issues
• Oversees the preparation of tax compliance and reporting requirements
• Reviews tax estimates and projections
• Identifies and implements process improvements

Skills

Analytical Thinking

Policies Procedures and Guidelines

Tax Administration

Continuous Improvement

Problem Solving

Process Performance Management

Relationship Building

Stakeholder Management

Attention to Detail

Financial Analysis

Project Management

Reporting

??

Education

Bachelor's Degree in Accountancy

Juris Doctor

Masters of Accountancy

Job description

Bank of America is seeking a senior tax professional in Charlotte to lead complex tax planning, forecasting, and advisory activities, with a focus on minimizing liabilities and complying with multi-jurisdictional requirements.

The role requires in-depth expertise in corporate taxation, strong project management, and the ability to partner with business units and leadership to drive strategic tax decisions.