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Bank Of America Tax Accountant II - Executive Advisory Services United States, North Carolina, Charlotte 15171789
Job Description:
Provides technical expertise to meet the needs of clients in support of the integrated delivery of planning and tax services to EAS clients. Fulfills tax filing and projection responsibilities required for assigned clients, achieving client focused service standards and complying with bank standards and policies, and federal and state tax laws. Filing and projection responsibilities include tax research, transaction analysis, and partnering closely with EAS Advisor and Analyst to coordinate service fulfillment for each client. Reports to EAS Tax Manager.
Responsibilities:
Prepare individual income, gift, and trust tax returns.
Prepare income tax projections and illustrations.
Collect and organize data from internal and external business partners for tax and financial planning information.
Coordinate with EAS Analysts for collection of information from the executive.
Conduct tax research to resolve tax treatment of transactions and technical tax matters.
Partner with EAS client teams to provide targeted tax planning solutions for each client.
Assists management with day-to-day tasks buy updating EAS tracking tool and communication to EAS client teams.
Participates with entire EAS team in client deliverable tool maintenance and updates.
Required Qualifications:
Must have 3+ years of experience preparing/reviewing income tax returns for High-Net-Worth individuals.
Working knowledge of GoSystem and SurePrep preferred
BNA and other tax planning software knowledge a plus
Strong communication and organization skills Ability to successfully work within a team-based client service model. Must be able to foster collaboration.
Demonstrates accuracy and completeness in all tasks and follows up as appropriate.
Capable of managing multiple priorities.
Minimum Education Requirement:
BA/BS degree or equivalent years of experience
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