Sr Tax Professional II
Bank of America · Charlotte, NC · 5 days ago
AccountingFull-time
Tax Planning, Advisory, Forecasting, and Compliance
This job is responsible for tax planning, advisory, forecasting, and compliance activities. Key responsibilities include:
- Complying with tax reporting requirements for various government jurisdictions
- Researching tax issues and developing effective tax optimization strategies
- Serving tax-related client inquiries and escalations
- Driving tax initiatives and tax regulatory implementations in partnership with GBAM Tax Change & GBAM Technology
Responsibilities
- Analyzes and interprets tax laws and regulations
- Aids in the preparation of tax planning and compliance strategies
- Prepares and reviews federal, state, and local tax returns
- Researches and analyzes tax issues
- Supports the preparation of tax compliance and reporting requirements
- Prepares and reviews tax estimates and projections
- Identifies and implements process improvements
Required Skills
- Knowledge of U.S. Treasury regulations, including Chapters 3, 4, and 61, with demonstrated familiarity in information reporting requirements such as Forms 1099 and 1042-S
- Advanced working knowledge of Microsoft Office applications, with a strong emphasis on Excel for data analysis and reporting
- Prominent ability to perform complex reconciliations, identify discrepancies, and resolve issues through structured, analytical approaches
- Strong interpersonal skills with the ability to work both independently and collaboratively within cross-functional teams
- Highly organized with strong analytical capabilities and attention to detail across processes and deliverables
- Excellent written and verbal communication skills, with the ability to clearly articulate issues, solutions, and status updates to stakeholders
- Bachelor’s degree or equivalent work experience in a relevant field
Desired Skills
- Demonstrates a proactive approach to bringing forward new ideas and perspectives to drive innovation and deliver differentiated solutions
- Excellently works across diverse viewpoints, leveraging differing perspectives to determine the most effective path forward
- Displays a willingness to challenge the status quo, champion new approaches, and promote positive organizational change
- Actively participates in and drives initiatives to enhance tools, technology, and ways of working to better support an evolving client base
- Values diversity of thought and background, fostering an inclusive environment that reflects and supports the diverse needs of clients and employees globally
Skills
- Analytical Thinking
- Issue Management
- Tax Administration
- Continuous Improvement
- Policies, Procedures, and Guidelines Management
- Process Effectiveness
- Relationship Building
- Stakeholder Management
- Attention to Detail
- Financial Analysis
- Reporting
- Written Communications
Shift
1st shift (United States of America)
Hours Per Week
40