Tax Accountant III

Tax Accountant III

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 :

Skills :

Minimum Education Requirement :

High School Diploma / GED / Secondary School or equivalent

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.