Fiduciary Tax Team Lead

Bank of America

. Lead and mentor a diverse team of tax associates providing fiduciary tax compliance and technical tax expertise to Private Bank clients .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in fiduciary tax compliance and technical tax knowledge while effectively leading and mentoring a diverse team. Capable of managing risk, ensuring accuracy in tax reporting, and maintaining client-focused service standards.

Highest-signal resume keywords

Fiduciary Tax ComplianceTechnical Tax ExpertiseRisk ManagementClient ManagementBusiness Process Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax AdministrationIssue ManagementProcess ManagementFederal Tax ReportingState Tax Reporting

Soft Skills

Team LeadershipClient-Focused CommunicationOrganizational Skills

Industry Keywords

Tax ComplianceTax Return AccuracyBusiness Operations ManagementService StandardsRegulatory Interpretation

About the role

Key responsibilities & impact

Lead and mentor a diverse team of tax associates providing fiduciary tax compliance and technical tax expertise to Private Bank clients
Ensure tax responsibilities for assigned accounts are fulfilled accurately and on time
Meet client-focused service standards while complying with bank standards, policies, and federal and state tax laws
Remediate escalated fiduciary tax and accounting issues
Improve business processes and manage risk
Lead seasonal delivery of accurate and timely tax reporting to clients and taxing authorities
Organize and communicate tax-season tasks to the team and department
Implement new and existing federal and state tax reporting requirements
Oversee service standards, tax return accuracy, and client-focused communications
Drive continuous improvement and manage end-to-end processes
Identify and control risks through self-identification and remediation
Build partnerships across the organization to achieve results

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
Knowledge of fiduciary tax compliance and technical tax expertise
Ability to interpret relevant laws, rules, and regulations
Experience with issue management, risk management, business operations management, business process analysis, client management, record keeping, tax administration, and process management
Ability to implement federal and state tax reporting requirements
Ability to manage teams, service standards, tax return accuracy, and client-focused communications
40 hours per week
1st shift (United States of America)

Benefits

Comp & perks

Discretionary incentive eligible; eligible to participate in the annual discretionary plan
Annual discretionary award based on individual performance, line of business/group performance and Company success
Benefits eligible
Access to paid time off
Resources and support to employees
In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact