Tax Accountant II, Fiduciary Tax, Private Banking

Bank of America

. Provide technical fiduciary tax expertise to Private Bank client teams .

Posted 10/27/2026full-timeUnited StatesMid-LevelSenior💰 $75,900 - $102,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in fiduciary tax reporting and compliance, with a strong focus on preparing complex federal and state individual income tax returns for high net worth clients. Proven ability to conduct tax research and provide technical support to Private Bank client teams.

Highest-signal resume keywords

Fiduciary Tax ExpertiseComplex Tax Return PreparationTax Research SkillsFederal And State Tax ComplianceClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Complex Federal Tax ReturnsComplex State Tax ReturnsFiduciary Tax ReportingTax Law ComplianceTax Issue Resolution

Soft Skills

Client Service FocusTeam Collaboration

Industry Keywords

Private BankingHigh Net Worth ClientsTax Reporting Standards

About the role

Key responsibilities & impact

Provide technical fiduciary tax expertise to Private Bank client teams
Focus on differentiating client service and expanding client relationships
Provide accurate and timely tax reporting for assigned accounts
Conduct tax research to resolve complex tax issues
Partner with team members to provide technical tax expertise and fulfill assigned accounts
Prepare complex federal and state individual income tax returns
Comply with bank standards, policies, federal and state tax law, and client service standards
Act as a tax technical resource for Private Bank client teams

Requirements

What you’ll need

BS degree strongly preferred
3+ years of experience specific to processing high net worth client fiduciary tax returns
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Prepares complex federal and state individual income tax returns
Complies with federal and state tax law and fiduciary tax reporting requirements
1st shift (United States of America)
40 hours per week

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 overall Company success
Benefits eligible
Access to paid time off
Resources and support to employees
Flexible benefits supporting physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact