Sr Tax Professional II

Bank of America; Atlanta (GA); On-site; USD 120,000 - 170,000; Full time

Job summary

Bank of America in Atlanta is seeking an experienced Senior Sales & Use Tax Manager to lead indirect tax compliance and process improvements across multiple entities. The role emphasizes hands-on tax planning, research, data analysis, and collaboration with IT and finance to optimize tax outcomes.

The ideal candidate will manage Vertex Returns, perform reconciliations, and drive efficiency in tax reporting and controls while maintaining accuracy and regulatory compliance.

Qualifications

• Experience in multi-state sales and use tax is required.
• Strong data analysis and tax research capabilities.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Lead indirect tax compliance across multiple states and entities.
• Oversee Vertex Indirect Tax Returns and system updates.
• Perform GL reconciliations and tax data analysis.
• Collaborate with IT and Finance to improve processes.
• Prepare tax provision support and reporting as needed.

Skills

Leadership

Analytical thinking

Cross-functional collaboration

Attention to detail

Tools

Vertex

Excel

Microsoft Access

Alteryx

VLOOKUP/XLOOKUP

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 tax planning, advisory, forecasting, and compliance activities. Key responsibilities include complying with tax reporting requirements for various government jurisdictions, researching tax issues and developing effective tax optimization strategies, and supporting the achievement of business objectives by collaborating on activities and projects with teammates and partners throughout the enterprise. Job expectations include leading projects, coordinating resources and leading partner relationships.

We are seeking an experienced Senior Sales & Use Tax Manager to lead indirect tax compliance, process improvement initiatives, and tax technology administration across multiple legal entities and jurisdictions. This role requires extensive hands‑on experience with multi‑state sales and use tax compliance, Vertex tax applications, data analysis, tax research, and general ledger reconciliations. The ideal candidate will possess strong technical tax expertise, advanced analytical skills, and the ability to manage multiple priorities in a fast‑paced environment.

Key Responsibilities

Indirect Tax Compliance & Reporting

• Manage and review multi‑state and multi‑company sales and use tax return preparation and filing processes.
• Review, approve, and ensure accurate and timely filing of sales and use tax returns.
• Perform transaction‑level review and research to ensure proper tax treatment.
• Research and resolve tax discrepancies, audit inquiries, and compliance issues.
• Conduct tax rate and tax type research to support compliance requirements and business initiatives.
• Support leasing tax compliance and related tax reporting activities (preferred).

Vertex Tax System Administration

• Serve as a subject matter expert for Vertex Indirect Tax Returns and associated compliance processes.
• Manage monthly updates and system maintenance within Vertex Returns.
• Configure and maintain return setups, divisions, companies, and jurisdictional reporting requirements.
• Create, build, and maintain tax data upload processes and interfaces.
• Review and correct imported tax data to ensure return accuracy.
• Generate and retrieve historical tax data and supporting documentation.
• Oversee return generation and filing readiness activities.
• Utilize Vertex O to extract tax data and support return preparation.
• Maintain general knowledge of Vertex O functionality, setup, and reporting capabilities.

Data Analysis & Reconciliation

• Perform detailed General Ledger reconciliations related to sales and use tax accounts.
• Analyze large data sets using advanced Excel functionality, including:
• Pivot Tables
• VLOOKUP/XLOOKUP
• Data validation
• Reconciliation and trend analysis
• Utilize Microsoft Access and Alteryx tools to support data extraction, transformation, and analysis.
• Assist with conversion testing, validation, and implementation of tax‑related system changes.

Process Improvement & Documentation

• Document tax compliance processes, procedures, and controls.
• Identify opportunities to improve efficiency, automation, and data quality within the tax compliance function.
• Collaborate with IT, Finance, Accounting, and business teams to enhance tax processes and system integrations.
• Support tax technology initiatives and continuous improvement projects.

Financial Reporting Support

• Prepare and review tax‑related journal entries.
• Support month‑end and year‑end tax accounting activities.
• Assist with tax provision support and reporting requests as needed.