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National Tax Practice Specialist

New York, New York;

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:
Reports to the National Tax Practice (NTP) Executive.  Assists the NTP Executive and works closely with the other NTP Specialist on: establishing tax policies for the trust company; resolving technical tax issues for business partners; providing tax guidance on client related issues; monitoring and reviewing new tax legislation and regulatory developments; and completing special projects relating to Tax Practice initiatives.  Participation in various Fiduciary Tax Services Committees and work teams.  Perform tax research and provide updates to the National Executive.

Key Qualifications:

  • perform detailed tax research
  • identify and review legislative/regulatory developments
  • provide informal tax advice
  • strong written and verbal skills
  • team player
  • assist and manage special projects
  • resolve technical tax issues
  • interface with fiduciary tax services, office of chief fiduciary, legal, tax vendors, and account officers 

Desired Qualifications:

  • Masters in Tax or equivalent experience preferred.
  • CPA or JD a plus.
  • Public Accounting or Banking experience preferred.

Skills:

  • Attention to Detail
  • Issue Management
  • Policies, Procedures, and Guidelines Management
  • Advisory
  • Collaboration
  • Corporate Governance Management
  • Critical Thinking
  • Risk Management
  • Interpret Relevant Laws, Rules, and Regulations
  • Learning Delivery
  • Research
  • Written Communications

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-24022295

Manages People: No

Travel: Yes, 10% of the time

New York pay and benefits information

New York pay range:

$97,200 - $165,200 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.

Rhode Island pay and benefits information

Rhode Island pay range:

$97,200 - $165,200 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.