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 technical expertise in fiduciary charitable tax, including the preparation of complex federal and state charitable income tax returns. Strong knowledge of federal and state tax law and fiduciary tax reporting requirements is essential for providing accurate tax reporting and resolving complex tax issues.

Highest-signal resume keywords

Fiduciary Charitable Tax ExpertiseFederal And State Tax Law KnowledgePreparation Of Charitable Income Tax ReturnsTax Research And Issue ResolutionClient Service Standards Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Fiduciary Charitable TaxTax ReportingTax ResearchCharitable Income Tax ReturnsFederal Tax LawState Tax LawFiduciary Tax ReportingInterpretation Of Laws And Regulations

Soft Skills

Client Relationship ManagementTeam Collaboration

Industry Keywords

Private BankingCharitable TrustsSplit Interest TrustsBank Standards And Policies

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 provide technical tax expertise and fulfill assigned accounts according to client service standards
Prepare complex federal and state charitable income tax returns for split interest trusts and wholly charitable trusts
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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
3-4 yrs. minimum experience specific to working in the fiduciary charitable Tax area required
BS degree in Accounting or related area strongly preferred
Technical expertise in fiduciary charitable tax
Knowledge of federal and state tax law and fiduciary tax reporting requirements
Ability to prepare complex federal and state charitable income tax returns for split interest trust and wholly charitable trusts
Ability to interpret relevant laws, rules, and regulations
Ability to comply with bank standards, policies, and client service standards
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 overall Company success
Benefits eligible
Paid time off
Resources and support for employees
In-office culture with role-specific flexibility based on responsibilities and business needs
Opportunities to learn, grow, and make an impact