Fiduciary Tax Accountant III

Bank of America

Fiduciary Tax Accountant III providing technical fiduciary tax expertise and managing client relationships at Bank of America. Ensuring compliance with tax reporting requirements and delivering exceptional client service.

Posted 7/14/2026full-timeChicago • Illinois, Rhode Island • 🇺🇸 United StatesMid-LevelSenior💰 $87,500 - $133,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax administration and compliance with federal and state tax laws while providing exceptional client service. Capable of delivering training and serving as a technical resource for tax-related inquiries.

Highest-signal resume keywords

Tax AdministrationClient ManagementAttention to DetailRisk ManagementCoaching Learning Delivery

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Fiduciary Income Tax ReturnsTax ComplianceBusiness Process AnalysisIssue ManagementPolicies Procedures Management

Soft Skills

Relationship BuildingPrioritizationClient Experience Branding

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Federal Tax LawState Tax LawClient Service Standards

About the role

Key responsibilities & impact

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
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

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
Account Management
Attention to Detail
Interpret Relevant Laws, Rules, and Regulations
Policies, Procedures, and Guidelines Management
Relationship Building
Client Management
Issue Management
Prioritization
Risk Management
Tax Administration
Business Process Analysis
Client Experience Branding
Coaching Learning Delivery
Record Keeping

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
Resources and support to employees