Fiduciary Tax Accountant III

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description

This job is responsible for providing technical fiduciary and/or estate tax expertise to Private Bank client teams, focused on differentiating client service and expanding client relationships.

Key responsibilities include providing accurate and timely tax reporting for accounts, utilizing product knowledge to address client needs, and conducting research to resolve tax issues while advising on the treatment of transactions and technical matters.

Job expectations include complying with client focused service standards, bank standards and policies, and federal and state fiduciary tax or estate reporting requirements.

Responsibilities

Provides technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards

Reviews and prepares complex federal and state fiduciary income tax returns and/or federal and state estate tax forms.

Complies with bank standards and policies, federal and state tax law, and client service standards

Acts as a tax technical resource for Fiduciary Tax Service associates and Private Bank client teams

Develops and delivers technical or systems related tax trainings to the tax department, while serving as the point of contact for questions or inquiries related to tax

Desired Experience

10 plus years of fiduciary and/or estate tax preparation experience

Skills

Account Management

Attention to Detail

Interpret Relevant Laws, Rules, and Regulations

Policies, Procedures, and Guidelines Management

Relationship Building

Client Management

Issue Management

Prioritization

Risk Management

Tax Administration

Business Process Analysis

Client Experience Branding

Coaching

Learning Delivery

Record Keeping

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - RI - Providence - 1 Financial Plz - 1 Financial Plaza (RI1537)

Pay range

$87,500.00 - $133,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.