Job Description:

Personal Tax Accountant II -
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description/Responsibilities:

The Personal Tax Accountant works with team members to ensure overall fulfillment of the client experience. Responsibilities include:

• Reviews and prepares individual federal and state tax returns.
• Helps manage client relationships for PTS
• Aids PTS team in administrative functions
• Supervises contractors
• Researches issues, meets deadlines, and effectively communicates to teammates
• Assists management with day-to-day tasks by updating PTS Tracking and communication.
• Manages risk; ensures adherence to bank policies

Qualifications:

• 3 years of experience preparing/reviewing 1040s for High-Net-Worth individuals
• BA/BS degree or equivalent experience
• Working knowledge of GoSystem, ProSystem (Gift), and SurePrep preferred
• BNA and other tax planning software knowledge a plus
• Extensive background in tax preferred

Shift:

Hours Per Week: