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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
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 individual income 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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40Skills Required
- High school diploma, GED, secondary school education, or equivalent
Bank of America Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Bank of America and has not been reviewed or approved by Bank of America.
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Healthcare Strength — Health coverage is described as comprehensive, with medical, dental, vision, virtual care via Teladoc, wellness programs, and specialized support for cancer and menopause. Wellness credits and an always‑on EAP with in‑person sessions add to the depth of care.
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Parental & Family Support — New parents can access up to 26 weeks of leave, including 16 weeks fully paid for eligible teammates, alongside back‑up child and adult care. Family‑building resources and reimbursements (e.g., fertility, adoption, surrogacy) and a dedicated Life Event Services team extend support across life stages.
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Equity Value & Accessibility — Broad‑based equity through the Sharing Success program, including $1B in stock to nearly all non‑executive employees in January 2026, is intended to foster an ownership mindset. Stock awards (including RSUs) are a recurring component that aligns employees’ interests with shareholders.
Bank of America Insights
What We Do
We make financial lives better for our clients and our communities through the power of every connection. Our employees are at the heart of this purpose, and are key to driving responsible growth. Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.
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