jobiwork

About the job

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. 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 tax planning, advisory, forecasting, and compliance activities. Key responsibilities include working independently to prepare tax reports, respond to audits or researching tax issues, and support complex projects and analyses. Job expectations include assisting with the coordination of resources and projects.

Responsibilities:

  • Supports the analyses and interpretation of tax laws and regulations
  • Assists with the preparation of tax planning and compliance strategies
  • Prepares federal, state, and local tax returns, while preparing tax estimates and projections
  • Researches and analyzes tax issues
  • Supports the preparation of tax compliance and reporting requirements
  • Supports the identification and implementation of process improvements
  • Independently performs assigned routine tax and operational activities by following established procedures, controls, and documentation requirements, while escalating exceptions or complex matters as appropriate
  • Reviews financial and transactional information for accuracy and tax applicability and identifies items requiring further review
  • Supports tax research, reconciliations, reporting, and maintenance of complete supporting documentation
  • Participates in automation and technology initiatives, including system testing and enhancements to procedures and documentation

Required Qualifications:

  • 0–2 years of experience in tax, accounting, finance, accounts payable, data analysis, or a related field.
  • Basic understanding of accounting principles and financial or transactional information.
  • Strong attention to detail, organizational skills, and ability to prioritize work and meet deadlines.
  • Ability to work independently on assigned responsibilities while following established procedures and controls and escalating complex issues when appropriate.
  • Effective written and verbal communication skills with the ability to collaborate effectively with teammates and business partners.
  • Basic proficiency with Microsoft 365 applications.

Desired Qualifications:

  • Bachelor's degree in accounting, finance, taxation, business, or a related field.
  • Coursework, internship experience, or familiarity with sales and use tax, withholding tax, tax compliance, accounting, or accounts payable.
  • Exposure to enterprise financial systems such as SAP or Oracle.
  • Familiarity with or interest in using Microsoft Copilot and other AI-enabled productivity tools.
  • Interest in automation, artificial intelligence, and continuous process improvement.
  • Experience working in a team-oriented operational environment.

Skills:

  • Tax Administration
  • Analytical Thinking
  • Continuous Improvement
  • Relationship Building
  • Stakeholder Management
  • Written Communications
  • Attention to Detail
  • Financial Analysis
  • Reporting
  • Tax Research
  • Problem Solving
  • Accounting Fundamentals
  • Microsoft 365 Applications
  • Microsoft Copilot
  • Collaboration

Minimum Education Requirement: Bachelor’s degree in related field

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details

US - RI - Riverside - 3400 Pawtucket Ave - East Providence Call Center (RI1530)

Pay and benefits information

Pay range

$28.84 - $41.45 hourly pay, offers to be determined based on experience, education and skill set.

Predictable pay

This role is compensated with a base salary and is not incentive eligible.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

From 13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc's careers page (Workday), checked 14 Nov 2026.

How to apply

  1. Select Apply on ghr.wd1.myworkdayjobs.com. It opens 13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc's own application form in a new tab, run on Workday.
  2. Fill in the form and upload your résumé there. Jobiwork never sees your application.
  3. 13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc will reply to you directly. No real employer asks you for money to apply.

Report this job

Get new jobs like this jobs by email

Free account: job alerts, every search result and full descriptions. No phone number, no résumé upload.

Get alerts for this role

Companies hiring in Charlotte

All jobs in Charlotte →