MNC InsiderMNC Insider
Bank of America logo

Fiduciary Tax Accountant III

Bank of America

Fiduciary Tax Accountant III

full-timePosted: Aug 6, 2026Updated: Aug 28, 2026Providence

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. 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 providing technical fiduciary and/or estate tax expertise to Private Bank client teams, focused on differentiating client service and expanding client relationships. Key responsibilities include providing accurate and timely tax reporting for accounts, utilizing product knowledge to address client needs, and conducting research to resolve tax issues while advising on the treatment of transactions and technical matters. Job expectations include complying with client focused service standards, bank standards and policies, and federal and state fiduciary tax or estate reporting requirements.Responsibilities:Provides technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standardsReviews and prepares complex federal and state fiduciary income tax returns and/or federal and state estate tax forms.Complies with bank standards and policies, federal and state tax law, and client service standardsActs as a tax technical resource for Fiduciary Tax Service associates and Private Bank client teamsDevelops and delivers technical or systems related tax trainings to the tax department, while serving as the point of contact for questions or inquiries related to taxDesired Experience:10 plus years of fiduciary and/or estate tax preparation experienceSkills:Account ManagementAttention to DetailInterpret Relevant Laws, Rules, and RegulationsPolicies, Procedures, and Guidelines ManagementRelationship BuildingClient ManagementIssue ManagementPrioritizationRisk ManagementTax AdministrationBusiness Process AnalysisClient Experience BrandingCoachingLearning DeliveryRecord KeepingMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - RI - Providence - 1 Financial Plz - 1 Financial Plaza (RI1537)Pay and benefits informationPay range$87,500.00 - $133,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Locations

  • Providence
  • Pittsburgh
  • Chicago
  • Jacksonville

Responsibilities

  • Provides technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards
  • Reviews and prepares complex federal and state fiduciary income tax returns and/or federal and state estate tax forms.
  • Complies with bank standards and policies, federal and state tax law, and client service standards
  • Acts as a tax technical resource for Fiduciary Tax Service associates and Private Bank client teams
  • Develops and delivers technical or systems related tax trainings to the tax department, while serving as the point of contact for questions or inquiries related to tax

Target Your Resume for "Fiduciary Tax Accountant III" , Bank of America

Get personalized recommendations to optimize your resume specifically for Fiduciary Tax Accountant III. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Fiduciary Tax Accountant III" , Bank of America

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

GeneralGeneral

Answer 10 quick questions to check your fit for Fiduciary Tax Accountant III @ Bank of America.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.