Bank of America Personal Tax Assistant (Boston, MA) in Boston, Massachusetts
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
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
Accuracy and attention to details required
Proven self-starter with ability to work independently
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
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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