Expoint - all jobs in one place

The point where experts and best companies meet

Limitless High-tech career opportunities - Expoint

Bank Of America Fiduciary Tax Accountant II FTA 
United States, Rhode Island, Providence 
251455200

25.06.2024


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.

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 fiduciary 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)