Tax Accountant II, Fiduciary Tax, Private Banking

Bank of America

. Provide technical fiduciary expertise to Private Bank client teams .

Posted 11/2/2026full-timeUnited StatesMid-LevelSenior💰 $75,900 - $102,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in fiduciary tax compliance and preparation, with a strong focus on high net worth client service and adherence to federal and state tax laws. Proven ability to conduct tax research and provide technical guidance to client teams.

Highest-signal resume keywords

Technical Fiduciary Tax ExpertiseExperience Preparing Complex Federal And State Individual Income Tax ReturnsKnowledge Of Federal And State Tax LawAbility To Interpret Relevant Laws And RegulationsCompliance With Bank Standards And Policies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Fiduciary Tax ReportingTax ResearchTax Return PreparationFederal Tax LawState Tax Law

Soft Skills

Client Relationship ManagementTeam Collaboration

Industry Keywords

Private BankingHigh Net Worth ClientsTax ComplianceClient Service Standards

About the role

Key responsibilities & impact

Provide technical fiduciary 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 ensure assigned accounts are fulfilled and achieve client service standards
Prepare complex federal and state individual income tax returns
Comply with bank standards and 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

Bachelor's 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
Technical fiduciary tax expertise
Experience preparing complex federal and state individual income tax returns
Knowledge of federal and state tax law and fiduciary tax reporting requirements
Ability to interpret relevant laws, rules, and regulations
Compliance with bank standards, policies, and client service standards
40 hours per week
1st shift

Benefits

Comp & perks

Discretionary incentive eligible; eligible to participate in the annual discretionary plan
Benefits eligible
Paid time off
Resources and support for employees
In-office culture with an appropriate level of flexibility based on role-specific responsibilities and business needs
Opportunities to learn, grow, and make an impact