Tax Accountant II, Private Banking

Bank of America

. Provide technical fiduciary expertise to Private Bank client teams .

Posted 11/3/2026full-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 client service and relationship management. Proficient in tax research and preparation of complex federal and state tax returns for charitable trusts.

Highest-signal resume keywords

Fiduciary Tax ExpertiseTax Research CapabilitiesFederal And State Tax Law KnowledgeClient ManagementAccount Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax AdministrationTax ReportingRecord KeepingRisk ManagementBusiness Process Analysis

Soft Skills

Client ServiceTeam CollaborationCommunication

Certifications & Qualifications

BS Degree In Accounting

Industry Keywords

Fiduciary Tax Reporting RequirementsCharitable Income Tax ReturnsPolicies And Procedures ManagementInterpretation Of Laws And Regulations

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
Comply with client-focused service standards, bank standards and policies, and federal and state fiduciary tax reporting requirements
Partner with team members to provide technical tax expertise and ensure assigned accounts are fulfilled to achieve client service standards
Prepare complex federal and state charitable income tax returns for split interest trusts and wholly charitable trusts
Act as a tax technical resource for Private Bank client teams

Requirements

What you’ll need

BS degree in Accounting or related area strongly preferred
3-4 yrs. minimum experience specific to working in the fiduciary charitable Tax area required
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Knowledge of federal and state fiduciary tax reporting requirements
Knowledge of federal and state tax law
Tax research capabilities
Account management
Policies, procedures, and guidelines management
Interpretation of relevant laws, rules, and regulations
Record keeping
Risk management
Tax administration
Business process analysis
Client management
40 hours per week
1st shift (United States of America)

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Annual discretionary incentive plan eligibility
Annual discretionary award based on individual performance, line of business/group performance, and overall Company success
Benefits eligible
Paid time off
Resources and support to employees