Bank of America Personal Tax Assistant (Boston, MA) in Boston, Massachusetts

Job Description:

Business Overview

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.


  • Provide clerical assistance to the group by assembling and filing tax returns

  • Manage tax organizer/engagement letter mailing

  • Provides outstanding personalized service to High Net Worth clients

  • Resolves client issues in a timely and courteous manner

  • Ensure clients are quickly connected to the appropriate person with the expertise to meet their needs

  • Respond to client and client team regarding general inquires (copies of returns; quarterly estimates; confirmation of receipt of documentation)

  • Download client tax forms from system

  • Processing tax payments and refunds

  • Maintain all required Account Master and Tax Return field in Tracking

  • Responsible for billing to ensure full fees are timely collected

  • Preparation of invoice for private pay clients

  • Reconciliation of bank statement

  • Manage supply ordering/inventory control ensuring costs do not exceed budget

  • Handling correspondence

  • Updating workflow tracking and processing expense reports

  • Monitor and oversee the Electronic Filing Tax Payment System


  • Proficiency in Microsoft Word, Excel, Power Point

  • Associate degree in accounting preferred

  • Experience with GoSystem software a plus

  • Ability to multi-task in a fast paced environment

  • Organizational skills

  • Accuracy and attention to details required

  • Proven self-starter with ability to work independently

  • Goal oriented

  • Dependable

  • Ability to perform work for multiple associates in a deadline driven environment

  • Overtime, including evenings and Saturday, may be required to meet workload during peak season

Posting Date : 10/12/2017

Location :

Boston, MA, 100 FEDERAL ST (MA5100),

  • United States

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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