Tax Accountant II: High-Net-Worth Planning & Projections

ghr; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America’s Executive Advisory Services team seeks an experienced tax professional to prepare and review high-net-worth individual returns and projections. You will collaborate with EAS Advisors and Analysts to gather information, perform tax research, and deliver precise planning solutions for executives.

You will report to the EAS Tax Manager, participate in client deliverables, and contribute to accurate tax filings within a team-focused, in-office environment.

Qualifications

• 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 work in a team-based client service model
• Demonstrates accuracy and completeness in all tasks and follows up as appropriate
• Capable of managing multiple priorities.

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.

Skills

High-Net-Worth taxable returns

GoSystem

SurePrep

BNA tax planning software

Team-based client service

multitasking

Education

Bachelor's degree in related field

Tools

EAS tax tracking tool

Job description

Bank of America’s Executive Advisory Services team seeks an experienced tax professional to prepare and review high-net-worth individual returns and projections. You will collaborate with EAS Advisors and Analysts to gather information, perform tax research, and deliver precise planning solutions for executives.

You will report to the EAS Tax Manager, participate in client deliverables, and contribute to accurate tax filings within a team-focused, in-office environment.