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Bank of America

Tax Accountant I (TA I), Fiduciary Tax

Posted 5 Days Ago
Be an Early Applicant
In-Office
5 Locations
27-41
Entry level
In-Office
5 Locations
27-41
Entry level
Provide technical fiduciary tax knowledge for Private Bank client accounts, ensuring compliance with tax laws and client service standards.
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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!

Tax Accountant I (TA I), Fiduciary Tax (FT), Private Bank (PB) -

Provides technical fiduciary tax knowledge as a member of the Private Bank client teams. Insures all tax responsibilities required of assigned accounts are fulfilled, achieving client focused service standards and complying with bank standards and policies, and federal and state tax laws. Generally responsible for the least complex fiduciary tax matters.

Skills:

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

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 Plaza (RI1537)

Pay and benefits information

Pay range$27.40 - $40.80 hourly pay, 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.

Top Skills

Tax Administration

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