Tax Accountant III

Full 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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for providing technical fiduciary tax expertise to Private Bank client teams, focused on differentiating client service and expanding client relationships. Key responsibilities include providing accurate and timely tax reporting for accounts, utilizing product knowledge to address client needs, and conducting research to resolve tax issues while advising on the treatment of transactions and technical matters. Job expectations include complying with client focused service standards, bank standards and policies, and federal and state fiduciary tax reporting requirements.

Responsibilities:

Provides technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards

Reviews and prepares complex federal and state individual income tax returns and gift tax returns

Complies with bank standards and policies, federal and state tax law, and client service standards

Acts as a tax technical resource for Fiduciary Tax Service associates and Private Bank client teams

Develops and delivers technical or systems related tax trainings to the tax department, while serving as the point of contact for questions or inquiries related to tax

Desired Qualifications:

Bachelor’s degree & MST or MBA preferred.

Years of Experience – 10+

Skills:

Account Management

Attention to Detail

Interpret Relevant Laws, Rules, and Regulations

Policies, Procedures, and Guidelines Management

Relationship Building

Client Management

Issue Management

Prioritization

Risk Management

Tax Administration

Business Process Analysis

Client Experience Branding

Coaching

Learning Delivery

Record Keeping

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

For internal employees; participation in a work from home posture does not make you ineligible to post.

Shift:

1st shift (United States of America)

Hours Per Week:

40