U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.
U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.
Review and preparation of the more complex federal and state individual income tax returns and gift tax returns. Help manage client relationships for PTS which includes monitoring the income tax reporting needs for high net worth individuals and their families on a quarterly basis, researching issues as needed, meeting deadlines, and communicating to clients. 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. Well respected internally and externally with proven ability to partner effectively. Provide assistance to the Tax Team Leader in acquiring new PTS clients. Assist in supervising day to day tasks of a work group consisting of permanent associates and/or temporary contractors.
Qualified applicant will have 5-7 years of experience preparing/reviewing 1040s for complex High Net Worth clients
BS degree and CPA preferred
Experience with BNA and GoSystem RS a plus
Posting Date: 06/25/2019
New York, NY, 114 W 47TH ST (NY8114),
- United States
Travel: Yes, 5% of the time
Full / Part-time: Full time
Hours Per Week: 40
Shift: 1st shift