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Fiduciary Tax Accountant II (FTA II)

Bank of America

Bank of America

Accounting & Finance
Providence, RI, USA
Posted on Friday, June 7, 2024

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Fiduciary Tax Accountant II (FTA II) -
This job is responsible for providing technical fiduciary 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 assigned accounts and conducting tax research to resolve complex tax issues. Job expectations include complying with client focused service standards, bank standards and policies, and federal and state fiduciary tax reporting requirements.


Partners with team members to provide technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards.

  • Prepares complex federal and state fiduciary tax returns and gift tax returns.
  • Complies with bank standards and policies, federal and state tax law, and client service standards.
  • Acts as a tax technical resource for Private Bank client teams.


  • Account Management
  • Attention to Detail
  • Policies, Procedures, and Guidelines Management
  • Relationship Building
  • Interpret Relevant Laws, Rules, and Regulations
  • Issue Management
  • Record Keeping
  • Risk Management
  • Tax Administration
  • Business Process Analysis
  • Client Experience Branding
  • Client Management
  • Prioritization

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent


1st shift (United States of America)

Hours Per Week: