Tax Accountant II - Executive Advisory Services

Bank of America; Charlotte (NC); On-site; USD 90,000 - 135,000; Full time

Job summary

Bank of America is seeking a skilled tax professional within Executive Advisory Services to prepare and review returns for high-net-worth clients and coordinate with EAS teams on strategic planning.

The role involves tax research, projections, and collaboration with internal partners to ensure accurate, compliant filings and proactive planning for executives.

Qualifications

• 3+ years of experience preparing/reviewing income tax returns for High-Net-Worth individuals.
• Strong communication and organizational skills; ability to work in a team-based client service model.
• Experience with tax projections and planning tools is a plus.

Responsibilities

• Prepare high-touch individual income, gift, and trust tax returns.
• Conduct tax research and coordinate with EAS Advisor and Analyst for service fulfillment.
• Engage with internal and external partners on collection of tax and financial planning information.
• Maintain tax tracking tools and support client deliverables for EAS teams.

Skills

Tax preparation

Communication

Organization

Team collaboration

Education

Bachelor's degree

Tools

GoSystem

SurePrep

BNA

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!

Executive Advisory Services Overview

Executive Advisory Services (EAS) is a team of advisors providing customized wealth planning and tax return preparation services to the senior leaders at Bank of America. EAS helps executives identify, prioritize, and meet wealth structuring, cash flow, philanthropic, and educations funding goals. EAS also assists executives with tax preparation and planning. EAS coordinates with business partners to assist executives navigate internal and external regulatory requirements. EAS also coordinates with business partners to assist executives navigate bank resources, benefits, and compensation plans.

Strong communication and organization skills. Ability to successfully work within a team-based client service model. Must be able to foster collaboration.

Job Description

Provides technical expertise to meet the needs of clients in support of the integrated delivery of planning and tax services to EAS clients. Fulfills tax filing and projection responsibilities required for assigned clients, achieving client focused service standards and complying with bank standards and policies, and federal and state tax laws. Filing and projection responsibilities include tax research, transaction analysis, and partnering closely with EAS Advisor and Analyst to coordinate service fulfillment for each client. Reports to EAS Tax Manager.

Job Description/Responsibilities

• Preparation of high-touch individual income, gift, and trust tax returns.
• Deep dive preparation of income tax projections and illustrations.
• Full engagement with internal and external business partners on collection of tax and financial planning information.
• Coordination with EAS team for collection of information from the executive and family.
• Conduct tax research to resolve technical tax issues, and partner with EAS teams on targeted tax planning solutions for clients.
• Regular use of EAS tax tracking tool with ongoing communication to EAS client teams.
• Participates with entire EAS team in client deliverable tool maintenance and updates.

Required Qualifications

• Must have 3+ years of experience preparing/reviewing income tax returns for High-Net-Worth individuals.
• Working knowledge of GoSystem and SurePrep preferred
• BNA and other tax planning software knowledge a plus
• Strong communication and organization skills Ability to successfully work within a team-based client service model. Must be able to foster collaboration.
• Demonstrates accuracy and completeness in all tasks and follows up as appropriate.
• Capable of managing multiple priorities

Minimum Education Requirement

Bachelor's degree in related field

Shift

1st shift (United States of America)

Hours Per Week

40