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Fiduciary Tax Accountant III

Providence, Rhode Island;

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
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.

Responsible for all tax reporting of estate accounts for the duration of the estate settlement process and ongoing technical support to Estate Settlement Services.  Responsible for all assigned accounts, achieving client focused service standards and complying with Bank standards and policies, and federal and state laws.  Build partnerships and develop strong relationships with internal and external business partners.  Proactively manage risk by identifying and escalating risks promptly.  Embrace change while controlling risk and drive consistency with the practice.  


  • Prepare complex Federal and State Estate Tax Returns
  • 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 Skills:

  •  Accounting, finance or law degree, or the equivalent experience required
  •  Minimum of 8-10 years of experience in a fiduciary tax services environment working with transfer tax and/or fiduciary income tax returns preferred
  • Tax technical skills with abilities to research, draw conclusions an drive appropriate business decisions.


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


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No

Rhode Island pay and benefits information

Rhode Island pay range:

$87,600 - $135,400 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.


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.