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CFO - Tax Advisor

2 days ago Charlotte, NC

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for complex tax planning, advisory, forecasting, and compliance activities. Key responsibilities include complying with complex tax reporting requirements for various government jurisdictions, researching complex tax issues, developing effective tax optimization strategies, and providing business unit support to business partners on complex issues. Job expectations include leading complex business partner relationships and having in depth subject-matter expertise in the relevant area.

Responsibilities:

  • Analyzes and interprets complex tax laws and regulations
  • Assists in the preparation of tax planning and compliance strategies
  • Prepares and reviews federal, state, and local tax returns
  • Researches and analyzes complex tax issues
  • Supports the preparation of tax compliance and reporting requirements
  • Prepares and reviews tax estimates and projections
  • Identifies and implements process improvements

Skills:

  • Analytical Thinking
  • Tax Administration
  • Continuous Improvement
  • Issue Management
  • Problem Solving
  • Process Effectiveness
  • Stakeholder Management
  • Attention to Detail
  • Financial Analysis
  • Project Management
  • Reporting

Required Qualifications:

  • Minimum 7 years of public accounting firm or industry experience
  • Federal and State Income / Franchise tax compliance experience
  • Strong Analytical Skills/Attention to detail
  • Strong written and oral communication skills
  • Ability to analyze US GAAP accounting and tax laws
  • Extensive experience with MS Excel
  • Ability to multitask and prioritize work load in a dynamic environment in order to meet internal and external deadlines
  • Strong time management skills

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Desired Qualifications:

  • CPA preferred
  • Corptax software experience preferred
  • Experience with SAP general ledger platform
  • Experience with Emerging Technologies (ex: Tableau, Alteryx) preferred

Minimum Education Requirement: Bachelor's degree in related field

Shift:
1st shift (United States of America)

Hours Per Week:
40

Client-provided location(s): Charlotte, NC
Job ID: BankOfAmerica-JR-25041100
Employment Type: FULL_TIME
Posted: 2025-10-10T19:02:08

Perks and Benefits

  • Health and Wellness

    • FSA
    • HSA
    • On-Site Gym
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
  • Work Flexibility

    • Office Life and Perks

      • Vacation and Time Off

        • Leave of Absence
        • Personal/Sick Days
        • Paid Holidays
        • Paid Vacation
        • Sabbatical
      • Financial and Retirement

        • Performance Bonus
        • Company Equity
        • 401(K) With Company Matching
      • Professional Development

        • Promote From Within
        • Mentor Program
        • Access to Online Courses
        • Lunch and Learns
        • Tuition Reimbursement
      • Diversity and Inclusion

        • Diversity, Equity, and Inclusion Program