Tax Accountant II - Private Banking (Charitable Trusts)

Bank of America; Chicago (IL); Sur place; USD 75 000 - 115 000; Plein temps

Résumé du poste

Bank of America is hiring a Tax Accountant II (TA II) for Private Banking to provide fiduciary tax expertise and support client service standards. You will prepare charity tax returns for trusts and ensure compliance with federal/state tax rules.

The role requires a BS in Accounting (or related) and 3-4 years of fiduciary charitable tax experience, with a focus on accuracy and client impact.

Qualifications

• BS degree in Accounting or related area strongly preferred.
• 3-4 years minimum experience in fiduciary charitable tax.
• Experience with tax reporting for private banking clients is a plus.

Responsabilités

• Partners with team to provide tax expertise and meet client service standards.
• Prepares complex federal/state charitable tax returns for split/wholly charitable trusts.
• Ensures compliance with bank standards, policies, and tax laws.
• Acts as tax technical resource for Private Bank client teams.

Connaissances

Account Management

Attention to Detail

Policies & Procedures

Relationship Building

Regulatory Knowledge

Tax Administration

Business Process Analysis

Client Experience

Client Management

Prioritization

Formation

Bachelor's degree in Accounting

Description du poste

Bank of America is hiring a Tax Accountant II (TA II) for Private Banking to provide fiduciary tax expertise and support client service standards. You will prepare charity tax returns for trusts and ensure compliance with federal/state tax rules.

The role requires a BS in Accounting (or related) and 3-4 years of fiduciary charitable tax experience, with a focus on accuracy and client impact.