Tax Accountant II (TA II), Fiduciary Tax, Private Banking
At a glance
Mid-level Accounting role at Bank of America. Providence · full-time · $75,900–$102,600 base.
financeroles summary, based on the employer's posting.
What you'll do
- Prepare complex federal and state income tax returns for individual fiduciary accounts
- Keep assigned accounts’ tax reporting accurate and on schedule to meet client service standards
- Work with teammates to provide tax guidance and help Private Bank client teams serve clients
- Research difficult tax questions and apply relevant federal and state fiduciary reporting rules
What you bring
- At least three years processing fiduciary tax returns for high-net-worth clients
- A high school diploma or equivalent; a bachelor’s degree is strongly preferred
- You can apply tax laws and bank procedures carefully while managing records and resolving issues
Who this fits
This role suits a tax accountant with experience handling fiduciary returns for high-net-worth clients and advising Private Bank teams. The role is based in Providence or Chicago and follows a first-shift schedule of 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 Banking -
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 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
BS, degree strongly preferred, along with 3+ yrs experience specific to processing high net worth client fiduciary tax returns.
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
Shift:
1st shift (United States of America)Hours Per Week:
40Pay Transparency details
US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - RI - Providence - 1 Financial Plz - 1 Financial Plaza (RI1537)Pay and benefits informationPay range$75,900.00 - $102,600.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis 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.BenefitsThis 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.
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