Tax Executives Institute

Tax Accountant II, Personal Tax Solutions

Bank of America
Melville, New York, United States
14 days ago

Description

Job Description:

Personal Tax Accountant II, Personal Tax Solutions (PTS)
Overall Description
  • Provide technical tax expertise to meet the needs of clients in support of the integrated delivery of products and services.
  • Work closely with PTS and other client team members coordinating service fulfillment and expanding relationships.
  • Prepare the more complex federal and state tax returns.
  • Review the more basic federal and state tax returns.
  • Reports to Personal Tax Manager.
Client Service/Fulfillment
  • Prepare the more complex federal and state tax returns.
  • Review the more basic federal and state tax returns.
  • Deliver superior service and a consistent customer experience.
  • Provide assistance to team in area of problem resolution.
  • Provide product knowledge and expertise to address client needs. Conduct tax research to resolve complex tax problems. Advise clients on tax treatment of transactions and technical tax matters.
  • Respond effectively and timely to client inquiries.
  • May own some of the more basic client relationships for PTS.
Qualifications
  • Minimum 4 years experience in an individual tax services environment. Accounting, finance or law degree, or CPA or CFP designation is a plus.
  • Demonstrated oral, written, and presentation communications skills.
  • Strong working knowledge of individual tax return preparation and processing in a high volume environment.
  • Able to work in a multi-task environment, managing multiple priorities while delivering results
  • Computer literate.


Shift:
1st shift (United States of America)

Hours Per Week:
40

Job Information

  • Job ID: 60915097
  • Location:
    Melville, New York, United States
  • Company Name: Bank of America
  • Position Title: Tax Accountant II, Personal Tax Solutions
  • Job Function: Other
  • Job Type: Full-Time
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