Tax Accountant II - Executive Advisory Services

Company: Disability Solutions
Location: Charlotte
Posted on: November 11, 2024

Job Description:

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!Executive Advisory Services Overview: Executive Advisory Services (EAS) is a team of advisors providing customized wealth planning and tax return preparation services to the senior leaders at Bank of America. EAS helps executives identify, prioritize, and meet wealth structuring, cash flow, philanthropic, and educations funding goals. EAS also assist executives with tax preparation and planning. EAS Coordinates with business partners to assist executives navigate internal and external regulatory requirements. EAS also coordinates with business partners to assist executives navigate bank resources, benefits, and compensation plansJob Description:Provides technical expertise to meet the needs of clients in support of the integrated delivery of planning and tax services to EAS clients. Fulfills tax filing and projection responsibilities required for assigned clients, achieving client focused service standards and complying with bank standards and policies, and federal and state tax laws. Filing and projection responsibilities include tax research, transaction analysis, and partnering closely with EAS Advisor and Analyst to coordinate service fulfillment for each client. Reports to EAS Tax Manager.Responsibilities:

• Prepare individual income, gift, and trust tax returns.
• Prepare income tax projections and illustrations.
• Collect and organize data from internal and external business partners for tax and financial planning information.
• Coordinate with EAS Analysts for collection of information from the executive.
• Conduct tax research to resolve tax treatment of transactions and technical tax matters.
• Partner with EAS client teams to provide targeted tax planning solutions for each client.
• Assists management with day-to-day tasks buy updating EAS tracking tool and communication to EAS client teams.
• Participates with entire EAS team in client deliverable tool maintenance and updates.Required Qualifications:
  • Must have 3+ years of experience preparing/reviewing income tax returns for High-Net-Worth individuals.
  • Working knowledge of GoSystem and SurePrep preferred
  • BNA and other tax planning software knowledge a plus
  • Strong communication and organization skills Ability to successfully work within a team-based client service model. Must be able to foster collaboration.
  • Demonstrates accuracy and completeness in all tasks and follows up as appropriate.
  • Capable of managing multiple priorities.Minimum Education Requirement:
    • BA/BS degree or equivalent years of experienceShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Winston-Salem , Tax Accountant II - Executive Advisory Services, Accounting, Auditing , Charlotte, North Carolina