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National Tax Practice Specialist

Bank of America

Bank of America

New York, NY, USA · New York, NY, USA · Boston, MA, USA · Dallas, TX, USA · Chicago, IL, USA · Jacksonville, FL, USA · Chicago, IL, USA · Illinois, USA · Florida, USA · Texas, USA · Boston, MA, USA · Dallas, TX, USA · Massachusetts, USA · Rhode Island, USA · United States · Remote
Posted on Jun 9, 2024

Job Description:

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:
Reports to the National Tax Practice (NTP) Executive. Assists the NTP Executive and works closely with the other NTP Specialist on: establishing tax policies for the trust company; resolving technical tax issues for business partners; providing tax guidance on client related issues; monitoring and reviewing new tax legislation and regulatory developments; and completing special projects relating to Tax Practice initiatives. Participation in various Fiduciary Tax Services Committees and work teams. Perform tax research and provide updates to the National Executive.

Key Qualifications:

  • perform detailed tax research
  • identify and review legislative/regulatory developments
  • provide informal tax advice
  • strong written and verbal skills
  • team player
  • assist and manage special projects
  • resolve technical tax issues
  • interface with fiduciary tax services, office of chief fiduciary, legal, tax vendors, and account officers

Desired Qualifications:

  • Masters in Tax or equivalent experience preferred.
  • CPA or JD a plus.
  • Public Accounting or Banking experience preferred.

Skills:

  • Attention to Detail
  • Issue Management
  • Policies, Procedures, and Guidelines Management
  • Advisory
  • Collaboration
  • Corporate Governance Management
  • Critical Thinking
  • Risk Management
  • Interpret Relevant Laws, Rules, and Regulations
  • Learning Delivery
  • Research
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40