financeroles

Tax Accountant II (TA II), Fiduciary Tax, Private Bank

Bank of America Open · verified Oct 22, 2026
Chicago Full-time Mid-level Accounting

At a glance

Mid-level Accounting role at Bank of America. Chicago · full-time · $75,900–$102,600 base.

SalaryStated by Bank of America
$75,900 – $102,600
Base salary for this role, in USD per year, as published in the posting.
This role, from Bank of AmericaOur estimate for the market: $73,500–$130,000Median $97,500
The range includes the market median of $97,500 for mid-level accounting roles in Chicago.
Worked out from 57 postings that stated pay, median $97,500. Last updated Oct 22, 2026.
RoleAccounting
SeniorityMid-level
LocationChicago
EmploymentFull-time
Base pay$75,900–$102,600
PostedOct 16, 2026 · 6d ago
Role brief

financeroles summary, based on the employer's posting.

What you'll do

  • Prepare complex federal and state fiduciary returns for individuals, keeping filings accurate and on time
  • Work with teammates to provide tax guidance on assigned accounts and meet client service expectations
  • Research difficult tax questions and serve as a technical resource to Private Bank client teams
  • Apply bank policies, relevant tax rules and client service standards to your account work

What you bring

  • You have three to four years of fiduciary tax accounting experience
  • You have a bachelor’s degree in accounting or a comparable educational background

Who this fits

This mid-level role suits an accountant with fiduciary tax experience who can handle complex returns and advise client teams. The position is based in Chicago, follows a first shift schedule and requires forty hours per week.

From the employer

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Tax Accountant II (TA II), Fiduciary Tax, Private Bank, Chicago, IL -


This job is responsible for providing technical fiduciary 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 assigned accounts and conducting tax research to resolve complex tax issues. Job expectations include complying with client focused service standards, bank standards and policies, and federal and state fiduciary tax reporting requirements.

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 individual income fiduciary tax returns
  • 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

Qualifications:

The qualified candidate will possess a BS, degree in Accounting or other similar education, along with 3-4 yrs. prior Fiduciary Tax accounting experience.

Skills:

  • Account Management
  • Attention to Detail
  • Policies, Procedures, and Guidelines Management
  • Relationship Building
  • Interpret Relevant Laws, Rules, and Regulations
  • Issue Management
  • Record Keeping
  • Risk Management
  • Tax Administration
  • Business Process Analysis
  • Client Experience Branding
  • Client Management
  • Prioritization

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 eligible to post.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110)

Pay and benefits information

Pay range

$75,900.00 - $102,600.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.