Tax Accountant II, Private Banking & Charitable Trusts

Bank of America; Jacksonville (FL); Sur place; USD 76 000 - 103 000; Plein temps

Avantages offerts par ce poste

Discretionary incentive eligible

Industry-leading benefits

Résumé du poste

Bank of America is seeking a Tax Accountant II for Private Banking. You will deliver technical fiduciary tax expertise, prepare complex charitable tax returns, and ensure compliance with federal and state requirements.

This role partners with Private Bank teams to deliver accurate tax reporting, resolves tax issues, and contributes to client service excellence within an in-office culture with flexible role responsibilities.

Qualifications

• BS degree in Accounting or related area strongly preferred. 3-4 yrs minimum experience specific to fiduciary charitable tax.
• This job is responsible for providing technical fiduciary expertise to Private Bank client teams, focused on differentiating client service and expanding client relationships.

Responsabilités

• 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

Connaissances

Account Management

Attention to Detail

Policies & Procedures

Relationship Building

Tax Laws & Regulations

Issue Management

Record Keeping

Risk Management

Tax Administration

Process Analysis

Client Experience

Client Management

Prioritization

Formation

High School Diploma / GED / Secondary School or equivalent

Description du poste

Bank of America is seeking a Tax Accountant II for Private Banking. You will deliver technical fiduciary tax expertise, prepare complex charitable tax returns, and ensure compliance with federal and state requirements.

This role partners with Private Bank teams to deliver accurate tax reporting, resolves tax issues, and contributes to client service excellence within an in-office culture with flexible role responsibilities.