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Fiduciary Tax Accountant II (FTA II)

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!

Fiduciary Tax Accountant II (FTA II) -
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 fiduciary 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

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-24022199

Manages People: No

Travel: No

Rhode Island pay and benefits information

Rhode Island pay range:

$71,100 - $100,400 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.

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.

Street Address

Primary Location:
1 Financial Plaza, RI, Providence, 02903