Sr Tax Professional II

Bank of America; Farmington (CT); On-site; USD 80,000 - 116,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits eligible

Job summary

Bank of America in Farmington, CT is seeking a tax professional to lead planning, advisory, forecasting and compliance initiatives across U.S. and international jurisdictions.

The role involves coordinating with global tax teams and driving tax initiatives in partnership with technology and change programs. The ideal candidate will analyze tax laws, prepare returns, and support regulatory reporting while delivering accurate projections and process improvements in a fast-paced environment.

Qualifications

• Deep understanding of U.S. Treasury regulations, including CRS, W8, W9, and related tax docs.
• Ability to perform complex reconciliations and resolve issues analytically.
• Strong multi-tasking, accuracy and deadline discipline in a dynamic environment.
• Excellent written and verbal communication, able to articulate risks to stakeholders at all levels.
• Bachelor's degree or equivalent work experience in a relevant field.

Responsibilities

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

Skills

Analytical Thinking

Issue Management

Tax Administration

Continuous Improvement

Policies & Guidelines

Process Effectiveness

Relationship Building

Stakeholder Management

Attention to Detail

Financial Analysis

Reporting

Written Communications

Education

Bachelor's degree

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.

The role will require the successful candidate to:

• Perform U.S. and non-U.S. tax documentation validation functions, including oversight of functions to ensure accuracy, compliance, and adherence to regulatory requirements.
• Coordinate globally with colleagues in GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Tax Policy & Tax Compliance.
• Service tax related client inquiries and escalations.
• Drive tax initiatives and tax regulatory implementations in partnership with GBAM Tax Change & GBAM Technology.

Responsibilities

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

Required Skills

• Deep understanding of U.S. Treasury regulations, including Chapters 3, 4, and 61, with demonstrated familiarity in tax documentation validation rules (CRS, Irish DIRT, W8, W9).
• Proven ability to perform complex reconciliations, identify discrepancies, and resolve issues through structured, analytical approaches.
• Ability to manage multiple priorities simultaneously while maintaining accuracy and meeting tight deadlines in a dynamic environment.
• Highly organized with strong analytical capabilities and meticulous attention to detail across processes and deliverables.
• Excellent written and verbal communication skills, with the ability to clearly articulate risks, issues, and solutions to stakeholders at all levels of the organization.
• Bachelor's degree or equivalent work experience in a relevant field.

Desired Skills

• Demonstrates a proactive approach to bringing forward new ideas and perspectives to drive innovation and deliver differentiated solutions.
• Displays a willingness to challenge the status quo, champion new approaches, and promote positive organizational change.
• Actively participates in and drives initiatives to enhance tools, technology, and ways of working to better support an evolving client base.

Skills

• Analytical Thinking
• Issue Management
• Tax Administration
• Continuous Improvement
• Policies, Procedures, and Guidelines Management
• Process Effectiveness
• Relationship Building
• Stakeholder Management
• Attention to Detail
• Financial Analysis
• Reporting
• Written Communications

Minimum Education Requirement

Bachelor's degree in related field

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency details

US - CT - Farmington - 70 Batterson Park Rd (CT2515)

Pay and benefits information

Pay range

$79,500.00 - $115,800.00 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.