Tax Accountant II, Private Banking & Charitable Trusts

NBMBAA; Chicago (IL); On-site; USD 76,000 - 103,000; Full time

Benefits offered by this job

Discretionary bonus

Benefits package

Job summary

Bank of America is seeking a Tax Accountant II (TA II) in Private Banking to deliver technical fiduciary tax expertise and support client teams with accurate reporting. The role focuses on complex charitable returns and adherence to laws and bank standards.

Qualified candidates will have a BS in Accounting and 3–4 years of fiduciary tax experience. The position offers a first shift, 40 hours per week, and a comprehensive benefits package.

Qualifications

• BS degree in Accounting or related area.
• 3–4 yrs minimum experience specific to working in the fiduciary charitable Tax area required.

Responsibilities

• Partners with team members to provide technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards
• Prepares complex federal and state charitable income tax returns for split interest trust and wholly charitable trusts
• Complies with bank standards and policies, federal and state tax law, and client service standards
• Acts as a tax technical resource for Private Bank client teams

Skills

Account Management

Attention to Detail

Relationship Building

Prioritization

Interpret Regulations

Tax Administration

Record Keeping

Risk Management

Client Management

Due Diligence

Policy Adherence

Problem Solving

Education

Bachelor's degree in Accounting or related field

Job description

Bank of America is seeking a Tax Accountant II (TA II) in Private Banking to deliver technical fiduciary tax expertise and support client teams with accurate reporting. The role focuses on complex charitable returns and adherence to laws and bank standards.

Qualified candidates will have a BS in Accounting and 3–4 years of fiduciary tax experience. The position offers a first shift, 40 hours per week, and a comprehensive benefits package.