Sr Tax Professional II

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 complying with tax reporting requirements for various government jurisdictions, researching tax issues and developing effective tax optimization strategies, and supporting the achievement of business objectives by collaborating on activities and projects with teammates and partners throughout the enterprise. Job expectations include leading projects, coordinating resources and leading partner relationships.

We are seeking an experienced Senior Sales & Use Tax Manager to lead indirect tax compliance, process improvement initiatives, and tax technology administration across multiple legal entities and jurisdictions. This role requires extensive hands-on experience with multi-state sales and use tax compliance, Vertex tax applications, data analysis, tax research, and general ledger reconciliations. The ideal candidate will possess strong technical tax expertise, advanced analytical skills, and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities
Indirect Tax Compliance & Reporting
Manage and review multi-state and multi-company sales and use tax return preparation and filing processes.
Review, approve, and ensure accurate and timely filing of sales and use tax returns.
Perform transaction-level review and research to ensure proper tax treatment.
Research and resolve tax discrepancies, audit inquiries, and compliance issues.
Conduct tax rate and tax type research to support compliance requirements and business initiatives.
Support leasing tax compliance and related tax reporting activities (preferred).
Vertex Tax System Administration
Serve as a subject matter expert for Vertex Indirect Tax Returns and associated compliance processes.
Manage monthly updates and system maintenance within Vertex Returns.
Configure and maintain return setups, divisions, companies, and jurisdictional reporting requirements.
Create, build, and maintain tax data upload processes and interfaces.
Review and correct imported tax data to ensure return accuracy.
Generate and retrieve historical tax data and supporting documentation.
Oversee return generation and filing readiness activities.
Utilize Vertex O to extract tax data and support return preparation.
Maintain general knowledge of Vertex O functionality, setup, and reporting capabilities.
Data Analysis & Reconciliation
Perform detailed General Ledger reconciliations related to sales and use tax accounts.
Analyze large data sets using advanced Excel functionality, including:
Pivot Tables
VLOOKUP/XLOOKUP
Data validation
Reconciliation and trend analysis
Utilize Microsoft Access and Alteryx tools to support data extraction, transformation, and analysis.
Assist with conversion testing, validation, and implementation of tax-related system changes.
Process Improvement & Documentation
Document tax compliance processes, procedures, and controls.
Identify opportunities to improve efficiency, automation, and data quality within the tax compliance function.
Collaborate with IT, Finance, Accounting, and business teams to enhance tax processes and system integrations.
Support tax technology initiatives and continuous improvement projects.
Financial Reporting Support
Prepare and review tax-related journal entries.
Support month-end and year-end tax accounting activities.
Assist with tax provision support and reporting requests as needed.

Responsibilities:

- Analyzes and interprets 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 tax issues
- Supports the preparation of tax compliance and reporting requirements
- Prepares and reviews tax estimates and projections
- Identifies and implements process improvements

Minimum Education Requirement: Bachelor’s degree in related field or equivalent work experience.

Required Skills:

• 10-15 years multi-state/multi-company Sales Tax experience—Leasing/Equipment Finance sales tax experience a plus.
•Extensive experience with Vertex Indirect Tax Returns
• Experience with Vertex O, general reporting functionality and tax assist rules configuration.
• Advanced working knowledge of Microsoft Office applications, with a strong emphasis on Excel for data analysis and reporting.
• Proven ability to perform complex reconciliations, identify discrepancies, and resolve issues through structured, analytical approaches.
• Ability to manage multiple priorities simultaneously while maintaining accuracy and meeting tight deadlines in a dynamic environment.
• Strong interpersonal skills with the ability to work both independently and collaboratively within cross-functional teams.
• Highly organized with strong analytical capabilities and attention to detail across processes and deliverables.
• Excellent written and verbal communication skills, with the ability to clearly articulate issues, solutions, and status updates to stakeholders.
• Bachelor’s degree or equivalent work experience in a relevant field.

Desired Skills:

• Demonstrates a proactive approach to bringing forward new ideas and perspectives to drive innovation and deliver differentiated solutions.
• Excels at working across diverse viewpoints, leveraging differing perspectives to determine the most effective path forward.
• Excels at working across diverse viewpoints, leveraging differing perspectives to determine the most effective path forward.
• Displays a willingness to challenge the status quo, champion new approaches, and promote positive organizational change.
• Actively participates in and drives initiatives to enhance tools, technology, and ways of working to better support an evolving client base.
• Values diversity of thought and background, fostering an inclusive environment that reflects and supports the diverse needs of clients and employees globally.

Skills:

- Analytical Thinking
- Issue Management
- Tax Administration
- Continuous Improvement
- Policies, Procedures, and Guidelines Management
- Process Effectiveness
- Relationship Building
- Stakeholder Management
- Attention to Detail
- Financial Analysis
- Reporting
- Written Communications

Shift:
1st shift (United States of America)

Hours Per Week:
40