Sr Tax Professional II

Bank of America; Fort Worth (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

BANK OF AMERICA is seeking a Tax Planning and Advisory professional in Fort Worth, TX to support tax reporting, planning and compliance. The role collaborates with global teams on tax initiatives and regulatory changes to optimize tax outcomes.

The position emphasizes accuracy, analytical thinking, and effective stakeholder communication in a fast-paced corporate environment.

Qualifications

• Bachelor's degree or equivalent work experience in a relevant field.
• Experience with US tax reporting (1099, 1042-S) and tax compliance processes.
• Strong analytical, written and verbal communication skills.

Responsibilities

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

Skills

US Tax Rules

Excel Proficiency

Reconciliations

Prioritization

Cross-functional

Written Communication

Attention to Detail

Analytical Thinking

Stakeholder Management

Education

Bachelor’s degree or equivalent

Tools

Excel

Microsoft Office

Tax Software

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.

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 US IRW Tax Withholding and Reporting function which includes but not limited reporting related to 1099, 1042, 1042S, and other outsourced functions.
• Coordinate globally with colleagues in GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Tax Policy & Global 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

• Knowledge of U.S. Treasury regulations, including Chapters 3, 4, and 61, with demonstrated familiarity in information reporting requirements such as Forms 1099 and 1042-S
• Advanced working knowledge of Microsoft Office applications, with a strong emphasis on Excel for data analysis and reporting.
• 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.
• Strong interpersonal skills with the ability to work both independently and collaboratively within cross-functional teams.
• Highly organized with strong analytical capabilities and attention to detail across processes and deliverables.
• Excellent written and verbal communication skills, with the ability to clearly articulate issues, solutions, and status updates to stakeholders.
• 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.
• Excels at working across diverse viewpoints, leveraging differing perspectives to determine the most effective path forward.
• Excels at working across diverse viewpoints, leveraging differing perspectives to determine the most effective path forward.
• 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.
• Values diversity of thought and background, fostering an inclusive environment that reflects and supports the diverse needs of clients and employees globally.

Skills

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

Shift

1st shift (United States of America)

Hours Per Week

40