Jobs · Accounting · North Carolina

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

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