Tax Accountant II

extra holidays - extra parental leave
Work set-up: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

High School Diploma or equivalent is required., Strong understanding of federal and state fiduciary tax reporting., Experience in preparing complex tax returns and conducting tax research., Excellent attention to detail and relationship-building skills..

Key responsibilities:

  • Prepare and review federal and state income and gift tax returns for clients.
  • Provide technical tax expertise to client teams and ensure compliance with relevant laws and policies.
  • Conduct tax research to resolve complex issues and support client service standards.
  • Collaborate with team members to deliver accurate and timely tax reporting.

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Bank of America Banking XLarge https://www.bankofamerica.com/
10001 Employees
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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 inoffice culture with specific requirements for officebased attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on rolespecific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Tax Accountant II, Fiduciary Tax, Private Bank
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 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 Private Bank client teams
    • 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), US RI Providence 1 Financial Plz 1 Financial Plaza (RI1537)

          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 andor group; and the overall success of the Company.

          Benefits

          This role is currently benefits eligible. We provide industryleading 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.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Banking
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Record Keeping
  • Detail Oriented
  • Prioritization
  • Relationship Building

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