Fiduciary Tax Team Lead

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 leading and mentoring a diverse team of tax associates who provide fiduciary tax compliance and technical tax expertise to meet the needs of our Private Bank clients. Key responsibilities include ensuring all tax responsibilities required of the team’s assigned accounts are timely and accurately fulfilled, achieving client focused service standards while complying with bank standards, policies and federal and state tax laws. Job expectations include remediating escalated fiduciary tax and accounting issues, improving business processes, and managing risk. Responsibilities: Leads seasonal delivery of accurate and timely tax reporting to our clients and taxing authorities by organizing and effectively communicating tax season tasks to the team and departmentImplements new and existing federal and state tax reporting requirements to ensure timely and accurate reportingMakes decisions and oversees teams prescribed service standards, tax return accuracy, and client focused communicationsDrives culture and behaviors to focus on continuous improvement and management of end-to-end processesProactively identifies and controls risks, maintaining the culture of strong self-identification and remediationLeads by example, builds partnerships and connects with others across the organization to achieve results Skills: CoachingInterpret Relevant Laws, Rules, and RegulationsIssue ManagementPolicies, Procedures, and Guidelines ManagementRisk ManagementBusiness Operations ManagementBusiness Process AnalysisClient ManagementLearning DeliveryRecord KeepingClient Experience BrandingOffice AdministrationProcess ManagementSuccession PlanningTax Administration Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40