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 department
- Implements new and existing federal and state tax reporting requirements to ensure timely and accurate reporting
- Makes decisions and oversees teams prescribed service standards, tax return accuracy, and client focused communications
- Drives culture and behaviors to focus on continuous improvement and management of end-to-end processes
- Proactively identifies and controls risks, maintaining the culture of strong self-identification and remediation
- Leads by example, builds partnerships and connects with others across the organization to achieve results
Skills:- Coaching
- Interpret Relevant Laws, Rules, and Regulations
- Issue Management
- Policies, Procedures, and Guidelines Management
- Risk Management
- Business Operations Management
- Business Process Analysis
- Client Management
- Learning Delivery
- Record Keeping
- Client Experience Branding
- Office Administration
- Process Management
- Succession Planning
- Tax Administration
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:1st shift (United States of America)
Hours Per Week: 40
Pay 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 information
Pay range
$106,500.00 - $133,200.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This 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.
Benefits
This 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.
