Bank Of America Tax Accountant II TA Fiduciary Services FTS 

United States, Texas, Dallas 

990404234

This job is responsible for providing technical fiduciary 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 assigned accounts and conducting tax research to resolve complex tax issues. Job expectations include complying with client focused service standards, bank standards and policies, and federal and state fiduciary tax reporting requirements.

Provides technical fiduciary tax expertise to Private Bank client teams focused on differentiating client service and expanding client relationships. Insures all tax responsibilities required of assigned accounts are fulfilled, achieving client focused service standards and complying with bank standards and policies, and federal and state tax laws. Generally responsible for the more complex fiduciary tax matters related to charitable trusts. Provide timely and accurate tax reporting for charitable trusts including preparation of returns for Private Foundations, Supporting Organizations and Split Interest Trusts. Candidate will provide tax information including Minimum Required Distributions (for Foundations), annualize estimates as needed, respond to correspondence from taxing authorities, and other tax matters related to charitable trusts. Proactively identify opportunities to contact Trust Officers regarding tax matters to enhance client services. Maintain knowledge of tax law changes related to charitable trusts and increase knowledge through training. Take personal responsibility for career development.

Responsibilities:

• 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 gift tax returns
• Complies with bank standards and policies, federal and state tax law, and client service standards
• Acts as a tax technical resource for Private Bank client teams

Skills:

• Account Management
• Attention to Detail
• Policies, Procedures, and Guidelines Management
• Relationship Building
• Interpret Relevant Laws, Rules, and Regulations
• Issue Management
• Record Keeping
• Risk Management
• Tax Administration
• Business Process Analysis
• Client Experience Branding
• Client Management
• Prioritization

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)