Fiduciary Tax Team Lead

Bank of America

. Lead and mentor a diverse team of tax associates serving Private Bank clients .

Posted 10/22/2026full-timeUnited StatesSenior💰 $106,500 - $133,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in federal and state tax reporting requirements, fiduciary tax compliance, and risk management while effectively leading and mentoring a diverse team to ensure timely and accurate tax responsibilities for clients.

Highest-signal resume keywords

Federal Tax ReportingState Tax ReportingFiduciary Tax ComplianceRisk ManagementClient Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax AdministrationBusiness Process AnalysisRecord KeepingProcess ManagementTechnical Tax Expertise

Soft Skills

Team LeadershipCommunicationContinuous ImprovementClient-Focused CommunicationPartnership Building

Industry Keywords

Tax ResponsibilitiesTax ReportingFiduciary Tax IssuesEscalated Issues RemediationService Standards

About the role

Key responsibilities & impact

Lead and mentor a diverse team of tax associates serving Private Bank clients
Ensure timely and accurate completion of tax responsibilities for assigned accounts
Lead seasonal delivery of tax reporting to clients and taxing authorities
Organize and communicate tax season tasks to the team and department
Implement federal and state tax reporting requirements
Oversee service standards, tax return accuracy, and client-focused communications
Drive continuous improvement and end-to-end process management
Identify and control risks, including self-identification and remediation
Remediate escalated fiduciary tax and accounting issues
Build partnerships across the organization to achieve results

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
Knowledge of federal and state tax reporting requirements
Knowledge of fiduciary tax compliance and technical tax expertise
Ability to interpret relevant laws, rules, and regulations
Risk management
Business process analysis
Client management
Tax administration
Record keeping
Process management
40 hours per week
1st shift (United States of America)

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Physical, emotional, and financial wellness support
Opportunities to learn, grow, and make an impact
Annual discretionary incentive plan eligibility
Benefits eligibility
Paid time off
Resources and employee support