Senior Tax Professional II

Bank of America Bank of America · Banking · Charlotte, NC

This role is for a Senior Tax Professional at Bank of America, focusing on tax planning, advisory, forecasting, and compliance. It involves preparing and reviewing tax returns, researching tax issues, and collaborating with various teams. The role specifically supports the Global Indirect Tax team with tasks like Sales & Use tax filings, invoice review, and reconciliation. While the role mentions identifying AI application and process improvement work, the core responsibilities are in traditional tax and accounting functions within a financial services enterprise.

What you'd actually do

  1. Analyzes and interprets tax laws and regulations
  2. Assists in the preparation of tax planning and compliance strategies
  3. Prepares and reviews federal, state, and local tax returns
  4. Researches and analyzes tax issues
  5. Supports the preparation of tax compliance and reporting requirements

Skills

Required

  • 3-5 years+ of tax, accounting or other relevant experience

Nice to have

  • Accounting degree
  • Knowledge of tax information reporting & withholding (federal/state) and / or sales & use tax
  • Knowledge of CFO Technology systems (Oracle & SAP) and data sources
  • Knowledge of Accounts Payable processes (invoicing, payment processing or payee setup)