Accounting and Finance Jobs

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 conducting quantitative analytics and complex modeling projects for specific business units or risk types. Key responsibilities include leading the development of new models, analytic processes, or system approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations may include the ability to influence strategic direction, as well as develop tactical plans.

Responsibilities:

• Performs end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers
• Leads the planning related to setting quantitative work priorities in line with the bank's overall strategy and prioritization
• Identifies continuous improvements through reviews of approval decisions on relevant model development or model validation tasks, critical feedback on technical documentation, and effective challenges on model development/validation
• Maintains and provides oversight of model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite
• Leads and provides methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk
• Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes
• Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
• Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
• Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
• Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
• People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
• Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
• Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
• Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Global Risk Analytics (GRA) is a sub-line of business within Global Risk Management (GRM). GRA is responsible for developing a consistent and coherent set of models and analytical tools for effective Risk and Capital measurement, management and reporting across Bank of America. In addition to model development, GRA conducts model implementation, data management, model execution and analysis, forecast administration, and model performance monitoring. The team drives innovation, process improvement and automation across all of these activities.

Overview of the Team - The Global Markets Risk Analytics (GMRA) team under GRA is responsible for developing, maintaining, and monitoring Counterparty Credit Risk (CCR), the Internal Model Method (IMM), Central Clearing Counterparties (CCP), and Value at Risk (VaR). GMRA also develops analytical tools to support regulatory, audit, and internal risk management needs for Global Markets.

This role sits within Market Risk Quants (MRQ) team under GMRA. MRQ team's remit spans market risk models for internal risk management, market risk capital requirements for Internal Model Approach (IMA) approved Legal Entities within Basel 2.5 regulatory framework, and IMA and Standardized Approach (SA) for upcoming Fundamental Review of the Trading Book (FRTB) regulatory framework, stress testing such as CCAR, EST, ICAAP, Recovery and Resolution Planning, and Climate Risk.

Overview of the Role - The position provides an excellent opportunity for a Market Risk Quant to be at heart of BoFA's model development for global trading activities. In this role the successful candidate will be responsible for critical regulatory deliverables involving complex market risk models. The role will require high degree of motivation and energy as well as high technical/analytical competencies to develop and enhance the firm's critical market risk models.

Position Overview - As a senior quantitative finance analyst in MRQ team, you will be responsible for independently conducting quantitative analytics and complex modeling projects. Leads efforts in development of new models, analytic processes, or system approaches. Creates documentation for all activities and may work with technology staff in design of any system to run models developed. Incumbents possess excellent quantitative/analytic skills and are able to influence strategic direction, as well as develop tactical plans.

• Develop and enhance quantitative risk models, analytics, and applications in support of market risk assessment and regulatory capital calculation in current Basel 2.5 (e.g., VaR, Stressed VaR, Risks Not in VaR) and/or upcoming FRTB (e.g., Standard Approach, Expected Shortfall, Non-modellable risk factor, Risks Not in Model) regulatory framework
• Develop and enhance quantitative risk models, analytics and applications for the firm's Stress Testing including CCAR
• Conduct analysis for implementation of market risk models in strategic model platform.
• Develop model performance monitoring metrics such as benchmarking, back-testing as part of continuous efforts to identify and remediate potential model weakness
• Closely work with Global Markets Risk (GMR) and Front-Line Units (FLU) trading desks for internal risk management, Enterprise Capital Management (ECM) for market risk capital requirements, technology partners for model implementation, front-office pricing model quant developers, and Model Risk Management (MRM) for model risk oversight
• Perform quantitative analysis in preparation of exams, regular dialogues with supervisory regulators across the globe.

Required Qualifications:

• PhD (preferred) or master's degree in quantitative fields such as financial engineering, mathematics, statistics, physics, computer science, or equivalent
• Solid 5+ years of work experience in developing FO pricing models or market risk models
• Advanced programming skills in Python with 5+ years of experience
• Solid understanding of derivatives pricing
• In depth understanding of Value at Risk and statistical estimation methods
• Strong communication (both written and verbal) and collaboration skills (this project involves communicating with various groups within the firm)
• Effective thinking skill to be able to independently and proactively identify/suggest/resolve issues

Desired Qualifications:

• Work experience in FRTB
• Experience in large scale model platform implementation in collaboration with other teams
• Strong Operational Excellence mindset
• Effective organizational skill.

Skills:

• Critical Thinking
• Quantitative Development
• Risk Analytics
• Risk Modeling
• Technical Documentation
• Adaptability
• Collaboration
• Problem Solving
• Risk Management
• Test Engineering
• Data Modeling
• Data and Trend Analysis
• Process Performance Measurement
• Research
• Written Communications

Minimum Education Requirement: Master's degree in related field or equivalent work experience

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540)

Pay and benefits information

Pay range

$125,000.00 - $210,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

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.

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 conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products.

Responsibilities:

• Performs end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers
• Supports the planning related to setting quantitative work priorities in line with the bank's overall strategy and prioritization
• Identifies continuous improvements through reviews of approval decisions on relevant model development or model validation tasks, critical feedback on technical documentation, and effective challenges on model development/validation
• Supports model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite
• Supports the methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk
• Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes
• Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches

As a Quantitative Finance Analyst on the team, your main responsibilities will involve:

• Development of wholesale credit risk models including loss forecasting, commercial scorecards, behavioral score, regulatory capital models.
• Executing in-depth analysis of wholesale credit performance and financial data.
• Preparing white papers for developed models.
• Interacting with internal model risk management, addressing potential concerns, and remediating model related findings.
• Supporting post implementation activities including ongoing monitoring review and interaction with various stakeholders. May be responsible for independently conducting quantitative analytics and complex modeling projects. Support efforts in development of new models, analytic processes, or system approaches. Creates documentation for all activities and may work with technology staff in design of any system to run models developed. Incumbents possess excellent quantitative/analytic skills.

Required Qualifications:

• Master's degree in Math, Economics, Statistics, Engineering, Finance, Computer Science or similar discipline
• 5+ years professional experience developing credit risk models
• Strong Programming skills e.g. R, Python, SAS, SQL or other languages
• Strong analytical and problem-solving skills
• Experience using and developing cross-sectional models
• Experience implementing models into various production environments
• Effectively creates a compelling story using data; Able to make recommendations and articulate conclusions supported by data
• Effectively presents findings, data, and conclusions to influence senior leaders
• Demonstrated leadership skills; Ability to exert broad influence among peers
• Ability to work in a large, complex organization, and influence various stakeholders and partners
• Self-starter; Initiates work independently, before being asked
• Strong team player able to seamlessly transition between contributing individually and collaborating on team projects; Understands that individual actions may require input from manager or peers; Knows when to include others
• Strong communication skills and ability to effectively communicate quantitative topics to technical and non-technical audiences
• Ability to work in a highly controlled and audited environment
• Effective at prioritization, and time and project management
• Sees the broader picture and is able to identify new methods for doing things
• Strategic thinker that can understand complex business challenges and potential solutions
• Experience with complex data architecture, including modeling and data science tools and libraries, data warehouses, and machine learning
• Ability to extract, analyze, and merge data from disparate systems, and perform deep analysis
• Experience developing and maintaining complex databases and data sets
• Experience using data mining and other advanced analytical techniques to aggregate data for model development and/or to produce management reporting
• Experience managing large data sets utilizing tools such as Hadoop
• Experience designing, developing, and applying scalable Machine Learning and Artificial Intelligence solutions
• Experience with data analytics and visualization tools (e.g., Alteryx, Tableau, MicroStrategy)
• Experience with LaTeX
• Experience building data architecture that is optimized for large dataset retrieval, analysis, storage, cleansing, and transformation
• Demonstrated ability to drive action and sustain momentum to achieve results
• Identifies, assigns, and manages project tasks and timelines across teams
• Experience with engineering complex, multifaceted processes that span across teams; Able to document process steps, inputs, outputs, requirements, identify gaps and improve workflow.

Skills:

• Critical Thinking
• Quantitative Development
• Risk Analytics
• Risk Modeling
• Technical Documentation
• Adaptability
• Collaboration
• Problem Solving
• Risk Management
• Test Engineering
• Data Modeling
• Data and Trend Analysis
• Process Performance Measurement
• Research
• Written Communications

Minimum Education Requirement: Master's degree in related field or equivalent work experience

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540)

Pay and benefits information

Pay range

$89,800.00 - $155,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

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.

About this role

Department Description

The Fund Accounting team's primary responsibility is the books and records of the funds. This responsibility includes oversight, review and reconciliation of the books and records with internal teams including Middle Office, Cash Management, and Asset Management / Valuation as well as with external, third-party fund administrators. This responsibility includes NAV calculation and review, management and performance fees, expense review and management and capital calls and distributions. In addition to the core books and records, Fund Accounting works closely with Legal on fund setup and operation, with Product Specialist and Investor Relations on ongoing and ad hoc analysis and with Management Company Accounting on AUM, performance and fee reporting and revenue recognition.

Position Description
BlackRock's Private Financing Solutions division ("PFS") is currently hiring for an Associate level individual on the Fund Accounting team to support BLK Private Credit Funds. Private Credit is a strategic focus for the firm and this position will be part of a core accounting team in Princeton, NJ. The position offers significant growth opportunities both organically as the firm expands our product offerings, as well as opportunities to be involved in ongoing platform-wide projects.

The Fund Accounting Associate performs an integral role within the Fund Accounting team and is responsible for review and reconciliation of the funds' books and records, liaising with both internal departments and external third-party fund administrators. The Fund Accounting Associate will be involved in the closing of the books including NAV review, reconciliation, financial statement review, and partners' capital statement review among other responsibilities. Additionally, the Fund Accounting Associate will be involved in fund setup and operation and ad hoc internal and investor requests.

Responsibilities

Specific responsibilities will include but not be limited to the following:

• Monthly and quarterly closing of the funds' books with fund administrators & maintaining shadow books and records
• Preparation and review of complex Management fee and incentive fee calculations
• Preparation and review of partners' capital statements
• Preparation and review of capital call and distribution calculations and notices
• Review of fund expenses for accuracy and coordination of accruals and payments
• Calculation and review of monthly investor return and NAV estimates
• Preparation and review of quarterly and annual GAAP financial statements
• Drive increased efficiency and innovation through continuous review of operating procedures and planning / managing, evaluating, and implementing technology improvements
• Demonstrate complete ownership of the day-to-day accounting and administrator oversight to ensure timely and accurate delivery of reporting to Investors by all team members across the group
• Ensure a robust control environment exists both at the fund service providers and internally to ensure risk of error is mitigated
• Be actively involved in Accounting Policy related discussions, understand and communicate the impact to the business, financial results, and reporting/disclosure requirements if applicable
• Responsible for regulatory compliance with SEC, NFA, and other regulations for products under your guidance
• Ad hoc reporting and projects

Candidate Profile

• Bachelor's degree in Accounting, Finance, or Economics preferred
• 3-5 years of combined work experience in a Fund Accounting, and/or public accounting role supporting clients within the financial services industry (preferably within Credit or Asset Management with exposure to Private Credit)
• "Big Four" public accounting experience preferred
• CPA preferred
• Excellent communication skills, both written and verbal
• Ability to work independently with the willingness to constantly think outside of the box
• Highly organized and proven ability to execute and manage complex logistics, projects, and tasks under tight time constraints
• Strong analytical/logical mindset and attention to detail; extensive experience working with large sets of data is preferred
• Fluency required in Excel (VBA knowledge a plus), PowerPoint and Word

For Princeton, NJ Only the salary range for this position is USD$95,000.00 - USD$127,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

Guidance on AI use for candidates

At BlackRock, AI has long been part of how we work - enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we've provided guidance on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

To learn more about BlackRock, please visit Careers.BlackRock.com. We also encourage you to get to know us on LinkedIn, Instagram, YouTube, X, and TikTok.

BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.

BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

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 conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products.

Responsibilities:

• Performs end-to-end wholesale credit risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers
• Supports the planning related to setting quantitative work priorities in line with the bank's overall strategy and prioritization
• Identifies continuous improvements through reviews of approval decisions on relevant model development or model validation tasks, critical feedback on technical documentation, and effective challenges on model development/validation
• Supports model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite
• Supports the methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk
• Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes
• Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches

This role expands the Advanced Analytics team's capacity to deliver strategic risk insights, enhance forecasting and portfolio analytics capabilities, support regulatory and governance requirements, and strengthen data-driven decision making across Scenario & Enterprise Risk Analytics and its business partners.

This role is critical to expanding our ability to deliver forward-looking risk analytics, portfolio insights, and decision-support capabilities that support Enterprise Credit Risk and other business partners. The position will help strengthen our capacity to identify emerging risks and opportunities, enhance forecasting and model overlay processes, and develop innovative analytical solutions that drive informed business decision-making.

Key Responsibilities:

• Develop and deliver forward-looking risk analytics, portfolio assessments, and decision-support tools.
• Analyze model results, portfolio performance, and emerging risk trends, translating findings into actionable business insights.
• Support forecasting processes and model overlays through quantitative, economic, and financial analysis.
• Monitor macroeconomic, industry, and client-specific developments to assess portfolio impacts.
• Design and enhance analytical methodologies, tools, and reporting capabilities that improve risk identification and portfolio monitoring.
• Partner with Risk, Business, Technology, and Analytics teams to deliver scalable solutions and operational capabilities.
• Communicate complex analytical findings to senior leadership, governance stakeholders, and regulatory audiences.

Required Qualifications:

• Master's degree in Finance, Economics, Business, Mathematics, Statistics, Engineering, Computer Science, or related quantitative field; advanced degree and/or CFA progress preferred.
• Strong quantitative, analytical, and problem-solving capabilities.
• Knowledge of financial markets, macroeconomics, and risk management principles.
• Advanced Excel skills and experience with statistical or programming tools (e.g., Python, SAS, R, SQL).
• Ability to translate complex analytical findings into clear, actionable recommendations.
• Excellent written and verbal communication skills with the ability to engage both technical and executive audiences.
• Demonstrated ability to work effectively in a fast-paced, collaborative environment while managing multiple priorities.

Skills:

• Critical Thinking
• Quantitative Development
• Risk Analytics
• Risk Modeling
• Technical Documentation
• Adaptability
• Collaboration
• Problem Solving
• Risk Management
• Test Engineering
• Data Modeling
• Data and Trend Analysis
• Process Performance Measurement
• Research
• Written Communications

Minimum Education Requirement: Master's degree in related field or equivalent work experience

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - NJ - Jersey City - 525 Washington Blvd (NJ2525)

Pay and benefits information

Pay range

$89,800.00 - $155,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

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.

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Tax Analyst Sr within PNC's Finance organization, you will be based in Pittsburgh, PA.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Responsibilities:

• Compliance support
o Comprehending all the compliance requirements to reconcile, compute and prepare sales and use tax returns on a monthly, quarterly, semi-annual and annual basis.
o Identify potential process improvements.
o Preparing EFT and Check requests.
o Knowledge of state filing sites for on-line filing.

• Sales and Use tax Determination
o Analyze purchase invoices for correct tax.
o Identify accrued tax inaccuracies.
o Monitor tax law changes.
o Assist purchasing with commodity code selection and interpretation of product purchases.
o Identify potential process improvements.

• Other projects assigned.

Skills

• Proficiency in Excel.
• Ability to read and comprehend processing procedures.
• Self-Starter
• Knowledge of tax laws and research sites such as CCH.
• Sales tax knowledge is helpful.
• Experience in state tax notice resolution is helpful.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Organizes and analyzes tax forms for filing in accordance with regulations.
• Research and monitor appropriate federal, state and local tax regulations and obligations.
• Preparing appropriate tax forms and instruments for filing with federal, state and local jurisdictions.
• Working with business units to keep them informed about tax implications of their operation.
• Mentoring junior staff on appropriate regulations, filing procedures and internal communication needs.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills
Data Analytics, Expense Controls, Financial Analysis, Generally Accepted Accounting Principles (GAAP), Tax Audits, Tax Regulations, Tax Research

Competencies
Accuracy and Attention to Detail, Audit And Compliance Function, Consulting, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, General Ledger (G-L), Generally Accepted Accounting Principles (GAAP), Problem Solving, Tax Management

Work Experience
Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education
Bachelors

Certifications
No Required Certification(s)

Licenses
No Required License(s)

Language Assessments

No Required or Preferred Language Assessments

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an intern within PNC's Finance & Accounting organization, you will be based in Pittsburgh, PA.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

As a PNC Intern, you will participate in an experience-driven internship program. During this 10-week program you will have the opportunity to gain exposure to both the Company and the industry, broadening your skills and complementing your education with real-world job experience as you look to launch your career.

As a Corporate Finance & Accounting Undergraduate Intern within PNC's Finance organization, you will be based in Pittsburgh, PA. The Finance organization is non-client facing and provides support across PNC. Corporate Finance & Accounting Interns will work and network with finance professionals at various levels of the organization. Specific job responsibilities will vary depending on team assignment. Interns can gain exposure in many different areas, including, but not limited to:

• Accounting (including Generally Accepted Accounting Principles - GAAP),
  
• Internal and external reporting,
  
• Variance and profitability analyses,
  
• Reconciliations,
  
• Budgeting and forecasting,
  
• Project management,
  
• Risk management,
  
• Disclosure requirements (SEC and other regulatory),
  
• Economic and regulatory capital,
  
• Internal control assessments,
  
• Data analytics and modeling, and
  
• Performance and valuation metrics.
  

As an intern, you will be aligned with an area in PNC's Finance organization such as:

• Line of Business Support: Responsible for providing revenue generating lines of business with strategic counsel, meaningful reporting and analysis, and critical insights into business and financial metrics to drive results.
  
• Shared Services: Responsible for managing critical processes such as the budgeting, forecasting, financial reporting, and analysis for teams across the organization.
  
• Corporate Controller's Office: Responsible for providing meaningful, accurate, reliable, and timely financial, regulatory and risk information.
  
• Other areas within Finance such as Investor Relations, Enterprise Performance Analysis, Corporate Tax, and Mergers and Acquisitions
  

The internship program is our primary pipeline for talent to enter PNC's Corporate Finance & Accounting Development Program. Upon successful completion of your summer internship, you may receive an offer to join our full-time development program after graduation. Learn more about PNC's Development Programs on www.pnc.jobs/students.

Required Education and Experience:

• Preferred minimum cumulative GPA of 3.0
  
• Pursuing a BA/BS or advanced degree with an expected graduation date from Winter 2027 to Spring 2028
  
• Preferred business relevant majors (e.g., Finance, Accounting, Information Systems, and Business Analytics)
  
• Possess valid US work authorization.
  
• Roles at this level are filled by current university / college students with little or no professional experience but possessing relevant skills.
  

PNC provides equal opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

Learn more about PNC's Summer Internships on www.pnc.jobs/students.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Competencies
Accuracy and Attention to Detail, Analytical Thinking, Effective Communications, Flexibility and Adaptability, Information Capture, Initiative, Products and Services, Self-Directed Growth and Development

Work Experience
Roles at this level are filled by recent university / college graduates with little or no professional experience, but possessing relevant skills. Includes individuals joining the organization through a Corporate development/ training program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education
No Degree

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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 a diverse and 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.

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

Job Description:

Global Credit Operations: Responsible for the fulfillment, servicing and protection of credit offerings for business banking, Global Wealth & Investment Management (GWIM), commercial and corporate clients as well as leasing and trade products
This job is responsible for preparing and reviewing documentation in accordance with the bank's policies and procedures to facilitate closings with the client and ensure lien perfection. Key responsibilities include working on highly complex documentation, supporting Loan Administrators with their primary responsibilities, and assisting the Market Leader in directing workflow and performing quality assurance. Job expectations include working with company vendors, legal counsel, line partners, and clients to ensure world class documentation accuracy.

This role is responsible for the core day-to-day operations functions for Community Development Banking (portfolio size is ~1200 partnerships, $14B). This includes funding and booking new deals, cash receipts, updating financial models, preparing journal entries, monitoring cash accounts, reconciliation support, leading and directing daily responsibilities for team. This position will also from time to time be engaged in the testing of the in-house accounting system CARMA (Commercial Asset Risk Management Application). Business partners include the FLU, Global Banking Controllers team, Business Finance officers, Global Business Services, internal/external Audit.

Responsibilities:

• Reviews documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework
• Reviews the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements
• Designs a robust filing and organizational process to assist in completing primary financial booking and initial loan funding
• Works closely with Client Managers, Credit and Portfolio Officers, agency management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions
• Serves as a point of contact on all investment related servicing matters for highly complex deals and delivers the highest level of service to the Line of Business and Finance while ensuring compliance with servicing agreements, government regulations, and the bank's policies with minimal supervision
• Completes fundings, cash receipts and bookings daily and ensures communications are timely and accurate
• Assists Equity Administrators and Asset Mangers with their primary responsibilities and helps in recording activities in the system of record and general ledger
• Monitors, researches, and instructs payment processing for return of capital payments, disbursements, and fees
• Prepares and posts journal entries on E Ledger and Oracle
• Maintains reconciliation exceptions/aging within acceptable level
• Responds to internal and external auditors on SOX key controls
• Updates financial models using the in-house Accounting System, CARMA

Require Skills:

• Minimum of 3 yrs. direct Accounting experience
• Experience with General Ledger entries
• Financial analysis and reporting
• Proficient experience with Legal Structures and Legal Forms
• Ability to prioritize and proactively manage responsibilities
• Effective problem solving skills and ability to perform independent research
• Excellent written and verbal communication skills
• Proficient computer skills, including Microsoft Suit
• Comfortable interacting with Front Line Unit and Finance teams

Desired Skills:

Bachelor's degree in Accounting preferred

Commercial or asset based lending experience

eLedger

Prior experience with tax credit investments and/or real estate partnerships

Skills:

Problem Solving

Reporting

Communication, Written & Oral

Attention to Details

Organizational skills

Collaborative

Minimum Education Requirement:

Associate Degree in Accounting/Finance

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540), US - RI - Riverside - 3400 Pawtucket Ave - East Providence Call Center (RI1530)

Pay and benefits information

Pay range

$30.25 - $44.27 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

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.

The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. When J.P. Morgan is appointed as corporate trustee of a trust, whether created by a client during their lifetime or upon their death through a provision in their will, it is the Trust Officer's role to oversee the administration of the trust.

Job Summary

As a Junior Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part of our Global Trusts & Estates Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment issues, and develop relationships with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and cross-selling of JPM products/services. Your role will be crucial in maintaining our reputation as a leading global financial services firm.

Job Responsibilities

• Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services
• Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee
• Oversee investment decisions, including working with investors to ensure that the trust's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in accordance with its investment guidelines (Mandate)
• Work with Tax Officers and trust counsel to resolve tax issues
• Address questions raised by beneficiaries, co-trustees and their advisors
• Work in a team-based environment
• Develop relationships with beneficiaries and advisors in order to have appropriate knowledge to carry out the grantor's purposes and meet the needs of the beneficiaries. Trust Officers have responsibility to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client services
• Partner with Wealth Advisors with respect to the vetting and pricing of new trust business, including developing a full understanding of the purposes of the trust, the nature of JPM's role, the risks inherent in the structure and underlying assets, and the client's expectations
• Cross-selling of JPM products/services; maintain and develop strategies for increasing business with current clients; professional advisor cultivation

Required Qualifications, Skills and Capabilities

• Bachelor's Degree required
• In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships
• Ideally 5 - 8 years of relevant experience focused in the Trust business; either at a corporate fiduciary or a law firm
• Comprehensive knowledge of trust law, gifting techniques, income, transfer, and generation skipping taxation, with ability to apply that knowledge to client specific planning exercises and account administration

Preferred Qualifications, Skills and Capabilities

• MBA or other advanced degree is a plus; J.D. preferred
• Knowledge of internal procedures involving distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

About this role

Company Description

HPS Investment Partners, a part of BlackRock, is a leading global, credit-focused alternative investment manager that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for our clients. We manage various strategies across the capital structure, including privately negotiated senior debt; privately negotiated junior capital solutions in debt, preferred and equity formats; liquid credit including syndicated leveraged loans, collateralized loan obligations and high yield bonds; asset-based finance and real estate. The scale and breadth of our platform offers the flexibility to invest in companies large and small, through standard or customized solutions. At our core, we share a common thread of intellectual rigor and discipline that enables us to create value for our clients.

On July 1, 2025, BlackRock acquired the business and assets of HPS, with 100% of consideration paid in BlackRock equity (the "HPS/BlackRock Transaction"). The HPS/BlackRock Transaction brings together BlackRock's corporate and asset owner relationships with HPS's diversified origination and capital flexibility. BlackRock and HPS have formed a new private financing solutions business unit ("PFS") led by Scott Kapnick, Scot French, and Michael Patterson, creating an integrated franchise with approximately $370 billion in client assets, including $205 billion of private credit assets. This combined platform, which has more than 590 investment professionals and approximately 1,300 employees globally, offers broad capabilities across senior and junior credit solutions, asset-based finance, real estate, CLOs and GP-LP solutions.

Position Description

The Private Equity Fund Accounting Analyst performs an integral role within the Fund Accounting team and is responsible for review and reconciliation of the funds' books and records, liaising with both internal BlackRock departments and external third-party fund administrators. The Private Equity Fund Accounting Analyst will be involved in closing the books, including NAV review and reconciliation, and partners' capital statement review, among other responsibilities. Additionally, the Private Equity Fund Accounting Analyst will be involved in fund setup and operation and ad hoc internal and investor requests.

Key Responsibilities

• Review monthly and quarterly NAV packages.
• Review trade activity, income and expenses, for accuracy.
• Prepare and review investor capital call and distribution notices.
• Review allocations of fund-level profits and losses to investors and support the preparation and distribution of ILPA-compliant investor statements in accordance with fund legal documents.
• Review management fee and carried interest calculations.
• Oversee fund expense analyses and coordinate expense processing.
• Review of quarterly and annual U.S. GAAP (or equivalent) financial statements and regulatory filings.
• Review key fund legal documents, including Limited Partnership Agreements, Private Placement Memorandums, Side Letters, and Credit Facility Agreements.
• Coordinate and communicate with internal teams, clients, auditors, and other external stakeholders to support reporting, audits, and operational processes.

Candidate Profile

• Bachelor's Degree in Accounting or Finance
• 2-6 years of combined experience in a Fund Accounting role, and/or public accounting role supporting clients within the financial services industry (preferably within Private Equity, Private Credit, Public Credit, or Hedge Funds)
• Big four public accounting experience is a plus
• Certified Public Accountant (CPA) (or equivalent is a plus
• Strong verbal and written communication skills.
• Positive attitude and willingness to continuously learn.
• Self-motivated with the ability to work in a fast-paced environment with minimal supervision.
• Ability to consistently be attentive to detail while meeting critical deadlines and handling multiple tasks simultaneously.
• Strong organizational skills.
• Thorough knowledge of internal controls
• Ability to work with large volumes of data and maintain high levels of accuracy
• MS Office, eFront, Investran, Python

For Princeton, NJ Only the salary range for this position is USD$76,000.00 - USD$95,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

For Wilmington, DE Only the salary range for this position is USD$66,500.00 - USD$85,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

Guidance on AI use for candidates

At BlackRock, AI has long been part of how we work - enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we've provided guidance on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

To learn more about BlackRock, please visit Careers.BlackRock.com. We also encourage you to get to know us on LinkedIn, Instagram, YouTube, X, and TikTok.

BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.

BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.

BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

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 providing technical fiduciary tax expertise to Private Bank client teams, focused on differentiating client service and expanding client relationships. Key responsibilities include providing accurate and timely tax reporting for accounts, utilizing product knowledge to address client needs, and conducting research to resolve tax issues while advising on the treatment of transactions and technical matters. Job expectations include complying with client focused service standards, bank standards and policies, and federal and state fiduciary tax reporting requirements.

Responsibilities:

• Provides technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards
• Reviews and prepares complex federal and state fiduciary income tax returns.
• Complies with bank standards and policies, federal and state tax law, and client service standards
• Acts as a tax technical resource for Fiduciary Tax Service associates and Private Bank client teams
• Develops and delivers technical or systems related tax trainings to the tax department, while serving as the point of contact for questions or inquiries related to tax

Required Skills:

• 10 years of tax experience.

Skills:

• Account Management
• Attention to Detail
• Interpret Relevant Laws, Rules, and Regulations
• Policies, Procedures, and Guidelines Management
• Relationship Building
• Client Management
• Issue Management
• Prioritization
• Risk Management
• Tax Administration
• Business Process Analysis
• Client Experience Branding
• Coaching
• Learning Delivery
• Record Keeping

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MA - Waltham - 1025 Main St - 1025 Main St - Waltham (MA6536), US - RI - Providence - 1 Financial Plz - 1 Financial Plaza (RI1537)

Pay and benefits information

Pay range

$87,500.00 - $133,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

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.

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 providing advanced fiduciary, estate, and transfer tax expertise to Private Bank client teams, focused on delivering exceptional client service and supporting complex estate administration engagements. The position serves as a senior technical resource on estate and fiduciary tax matters, including the preparation and review of federal and state estate tax returns (Form 706), fiduciary income tax returns (Form 1041), and related filings. Key responsibilities include ensuring accurate and timely tax reporting, advising on estate settlement and tax planning matters, conducting research on complex tax issues, and guiding the treatment of transactions affecting estates, trusts, and beneficiaries. The role requires adherence to client service standards, bank policies, and all applicable federal and state fiduciary and estate tax laws and reporting requirements.

Responsibilities:

• Provides technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards
• Reviews and prepares complex federal and state estate tax returns (Form 706), fiduciary income tax returns (1041), and related filings
• Complies with bank standards and policies, federal and state tax law, and client service standards
• Acts as a tax technical resource for Fiduciary Tax Service associates and Private Bank client teams
• Develops and delivers technical or systems related tax trainings to the tax department, while serving as the point of contact for questions or inquiries related to tax

Desired Experience:

• 10 plus years of progressive experience in estate and transfer tax preparation and review
• Experience preparing and reviewing Federal Estate Tax Returns (Form 706), Fiduciary Tax Returns (1041), and related state fiduciary and estate filings
• Experience advising on post-mortem tax planning opportunities, including portability elections, basis planning, and administration expenses

Skills:

• Estate and Gift Taxation
• Account Management
• Interpret Relevant Laws, Rules, and Regulations
• Policies, Procedures, and Guidelines Management
• Relationship Building
• Client Management
• Issue Management
• Prioritization
• Risk Management
• Tax Administration
• Business Process Analysis
• Client Experience Branding
• Coaching
• Learning Delivery
• Record Keeping

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MA - Waltham - 1025 Main St - 1025 Main St - Waltham (MA6536), US - RI - Providence - 1 Financial Plz - 1 Financial Plaza (RI1537)

Pay and benefits information

Pay range

$87,500.00 - $133,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

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.