Tax Accountant Ii Ta Fiduciary Services Fts jobs at Bank Of America in United States, Dallas
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BOA
Bank Of America Tax Accountant II TA Fiduciary Services FTS United States, Texas, Dallas
Partners with team members to provide technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards. Prepares complex federal and state individual income tax returns and...
Leads the CMP (client management process) within the client team to identify new business development opportunities. Sources new clients in alignment with established risk appetite. Leads the client team to...
Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews. Supports investment management accounts...
Reviewing division orders and confirming account ownership interest. Working with internal departments to set up new accounts, new assets and properties, and new wells. Working with internal departments to take...
Identifies client needs and recommends solutions when fraud has been identified. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, exception...
Leads the Client Process Management Process within the client team to identify new business development opportunities. Sources new clients in alignment with the bank's established risk appetite. Leads the client...
3+ years of solid experience in commercial credit underwriting, financial analysis and commercial loan portfolio management. 3+ years of financial accounting, financial modeling or loan structuring. Commercial credit training in...
Partners with team members to provide technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards. Prepares complex federal and state individual income tax returns and...
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