Tax Analyst – Complex Income Team

Bank of America
Published
August 22, 2021
Location
Jacksonville, FL
Category
Job Type

Description

Job Description:

Job Specific Description:

Provide support and consultation  to Complex Income Underwriters with questions regarding complex income analysis.

Generic Job Description:

Provide technical tax expertise to meet the needs of clients in support of the integrated delivery of products and services. Work closely with PTS and other client team members coordinating service fulfillment and expanding relationships. Prepare the more complex federal and state tax returns. Review the more basic federal and state tax returns.

Required Skills:

Must be a Certified Public Accountant.

Expert knowledge of complex income and cash flow analysis. 

Must have 5 years experience in HNW client tax preparations.

Proficient in tax preparation and IRS tax codes.

Preferred knowledge of home loans.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0 -->

Job Description:

Job Specific Description:

Provide support and consultation  to Complex Income Underwriters with questions regarding complex income analysis.

Generic Job Description:

Provide technical tax expertise to meet the needs of clients in support of the integrated delivery of products and services. Work closely with PTS and other client team members coordinating service fulfillment and expanding relationships. Prepare the more complex federal and state tax returns. Review the more basic federal and state tax returns.

Required Skills:

Must be a Certified Public Accountant.

Expert knowledge of complex income and cash flow analysis. 

Must have 5 years experience in HNW client tax preparations.

Proficient in tax preparation and IRS tax codes.

Preferred knowledge of home loans.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:
Job Specific Description:

Provide support and consultation  to Complex Income Underwriters with questions regarding complex income analysis.

Generic Job Description:

Provide technical tax expertise to meet the needs of clients in support of the integrated delivery of products and services. Work closely with PTS and other client team members coordinating service fulfillment and expanding relationships. Prepare the more complex federal and state tax returns. Review the more basic federal and state tax returns.

Required Skills:

Must be a Certified Public Accountant.

Expert knowledge of complex income and cash flow analysis. 

Must have 5 years experience in HNW client tax preparations.

Proficient in tax preparation and IRS tax codes.

Preferred knowledge of home loans.
Shift:

1st shift (United States of America)

Hours Per Week: 

40

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