National Tax Practice Specialist jobs at Bank Of America in United States, New York
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86 jobs found
25.11.2024
BOA
Bank Of America CFO Tax Counsel United States, New York, New York
Review new products and services to evaluate the potential impacts to the Company's tax and accounting positions in all relevant jurisdictions, including considering the tax impact and suitability requirements for...
Act as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across the value proposition of AI, the different types of solutions available, the best...
Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s) If Series 7, 63/65 or 66 or equivalent are not...
Identify and own the client onboarding process. Document client interactions and provide team with time sensitive updates. Execute on team service model. Assist the Financial Advisor Team and/or Senior Business...
Review reporting to understand where clients are in KYC process and provide regular updates to banking team. Each team member will monitor and understand the risks and business impacts of...
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Receives training through the licensing/study program, ultimately earning SIE, S7...
Provide analytical support in executing internal control discipline and operational excellence within a LOB/ECF. Gather and organize data in order to monitor and test the effectiveness of key controls and...
Review new products and services to evaluate the potential impacts to the Company's tax and accounting positions in all relevant jurisdictions, including considering the tax impact and suitability requirements for...
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