Business Overview U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship. U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.
Job Description Senior tax accountant position that provides technical fiduciary income and transfer tax expertise, working closely with the Delaware U.S. Trust client teams, focused on differentiating client service, expanding client relationships and managing risk within Bank of America's risk appetite. Insures all tax responsibilities required of assigned accounts and team are fulfilled, achieving client focused service standards and complying with bank standards and policies, and federal and state tax laws. Has the product knowledge and expertise to address client needs; conducts tax research to resolve complex tax issues; advise on tax treatment of transactions and technical tax matters. Responsible for the most complex tax matters (federal and state fiduciary income tax, generation skipping transfer taxation and other areas of tax preparation and reporting) and provides review feedback to less experience staff.
Work Experience/Education Requirements
BA/BS with a major in accounting or finance or equivalent experience (Required)
CPA and/LLM (Desired)
Masters in Taxation (Desired)
7-10 years' experience in a tax service environment
Fiduciary tax experience
Proficient in conducting tax research to resolve complex tax issues
Able to work in a multi-task environment, managing multiple priorities while delivering results
Working knowledge of OneSource tax a plus
Demonstrated oral, written and presentation communication skills
Strong technical working knowledge of fiduciary tax return preparation and processing in a high volume environment
Delivers together and works well within a team concept
Intellectually curious and demonstrates a desire to beyond minimum requirements
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.
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