Tax Accountant II - Executive Advisory Services
Core
Provides technical expertise for high-touch individual income, gift, and trust tax returns and projections for senior leaders at Bank of America.
Role type
Tax Accountant II (Executive Advisory Services)
Builds
Tax returns and projections for Bank of America executives
Domain
Wealth management / Tax services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
High-Net-Worth individual tax return preparation, tax research, transaction analysis, tax planning coordination, client information collection, tax law compliance
Preferred skills
GoSystem, SurePrep, BNA tax planning software
Technologies
GoSystem, SurePrep, BNA
Responsibilities
Prepare high-touch individual income, gift, and trust tax returns; Develop income tax projections and illustrations; Coordinate with internal and external partners for tax and financial planning data; Conduct tax research to resolve technical issues; Maintain client deliverable tools
Seniority
Mid-level, hands-on IC