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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 an 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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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 supporting all client needs including discussions and/or activities. Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client. Responsibilities: <ul> <li>Responsible for providing administrative and analytical support to Portfolio Manager(s)</li> <li>Provides support for completing activities such as investment action plans, new account reviews, and other proactive account Reg. 9 reviews</li> <li>Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products</li> <li>Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner</li> <li>Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios</li> </ul> Qualifications: <ul> <li>Minimum of 1 year of experience with a financial institution focusing on client service and sales</li> <li>High net worth client service and sales experience desired</li> <li>BS/BA degree in Business, Finance or Economics desired</li> </ul> Skills: Account Management Attention to Detail Collaboration Recording/Organizing Information Written Communications Active Listening Adaptability Customer and Client Focus Issue Management Prioritization Critical Thinking Customer Experience Improvement Decision Making Pipeline Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Private Bank Associate - Investments

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 an 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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: <ul> <li>Aptitude in obtaining required industry licenses. </li> <li>Must be self-disciplined in managing time and capacity.</li> <li>Experience in cultivating client relationships, accessing needs and recommending solutions.</li> <li>Success creating strong peer relationships through effective communication and collaboration.</li> <li>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</li> <li>Executes multiple tasks simultaneously. </li> <li>Learns and adapts to new technology or applications. </li> </ul> Desired Qualifications: <ul><li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience </li></ul> Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Easton Financial Center, MA

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 successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Treasury Sales Associate (TSA) will be partnered with the Client Manager to focus on developing strategies to grow revenue with Public Sector Banking clients. Key accountabilities include: <ul> <li>Independent focus of treasury sales opportunities</li> <li>Supporting all activities from sale through implementation</li> <li>Ongoing client relationship management</li> <li>Driving and growing Treasury products revenue</li> </ul> Responsibilities: <ul> <li>Support Client Managers in driving portfolio growth; including client/prospect research; proposal development, and other ad hoc sales support duties</li> <li>Participate in in-person calling activities with Client Managers</li> <li>Prepare treasury services reviews, and identify treasury products and services sales opportunities</li> <li>Prepare account schematics, proposal documents and sales presentations</li> <li>Assist in identifying solutions to client needs</li> <li>Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction</li> <li>Produce pricing/cost benefit proformas and confer with the Client Manager regarding non-standard pricing and negotiation</li> <li>Resolve any non-sales client issues</li> <li>Assist clients in navigating the Bank by liaising with the Client Service, Fulfillment, Credit and other partner teams</li> </ul> Required Skills: <ul> <li>Minimum 2-5 years’ experience in major financial institution’s corporate client facing role</li> <li>Knowledge of cash management and treasury products</li> <li>Excellent analytical, sales, presentation, and communication skills (written and verbal)</li> <li>Strong organizational skills with the ability to prioritize workload</li> <li>Experience working in a fast-paced environment as part of a larger team</li> <li>Proven experience developing rapport with clients, colleagues and other business partners</li> <li>Ability recognize risk mitigation opportunities and escalation of of issues</li> <li>Microsoft Office 365 experience</li> <li>Some travel required</li> <li>Bachelor's degree desired or equivalent work experience</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Sales Associate

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 an 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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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 serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities • Assists, educates, and trains clients on conducting simple transactions through self-service technologies • Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy • Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping • Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: • Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months. • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for helping new and existing clients based on their needs. • Has strong written and verbal communications skills. • Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone). • Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances. • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. • Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws). • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • An Associate’s Degree or Bachelor’s Degree in business, finance, or a related field. • Experience working in a financial center where goals were met or exceeded. • Retail and/or sales experience in a salary plus incentive environment. • Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded. • Experience with financial information, spreadsheets and financial skills. • Knowledge of banking products and services. • Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: • Active Listening • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Senior Banker - Vernon Circle Financial Center

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 an 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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: <ul> <li>Aptitude in obtaining required industry licenses. </li> <li>Must be self-disciplined in managing time and capacity.</li> <li>Experience in cultivating client relationships, accessing needs and recommending solutions.</li> <li>Success creating strong peer relationships through effective communication and collaboration.</li> <li>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</li> <li>Executes multiple tasks simultaneously. </li> <li>Learns and adapts to new technology or applications. </li> </ul> Desired Qualifications: <ul><li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience </li></ul> Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments -Watertown Square Financial Center, MA

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 an 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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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: <ul> <li>Provides technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards</li> <li>Reviews and prepares complex federal and state individual income tax returns and gift tax returns</li> <li>Complies with bank standards and policies, federal and state tax law, and client service standards</li> <li>Acts as a tax technical resource for Fiduciary Tax Service associates and Private Bank client teams</li> <li>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</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree &amp; MST or MBA preferred.</li> <li> Years of Experience – 10+ </li> </ul> Skills: <ul> <li>Account Management</li> <li>Attention to Detail</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Relationship Building</li> <li>Client Management</li> <li>Issue Management</li> <li>Prioritization</li> <li>Risk Management</li> <li>Tax Administration</li> <li>Business Process Analysis</li> <li>Client Experience Branding</li> <li>Coaching</li> <li>Learning Delivery</li> <li>Record Keeping</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post. Shift:1st shift (United States of America) Hours Per Week: 40

Tax Accountant III

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities • Assists, educates, and trains clients on conducting simple transactions through self-service technologies • Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy • Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping • Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: • Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months. • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for helping new and existing clients based on their needs. • Has strong written and verbal communications skills. • Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone). • Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances. • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. • Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws). • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • An Associate’s Degree or Bachelor’s Degree in business, finance, or a related field. • Experience working in a financial center where goals were met or exceeded. • Retail and/or sales experience in a salary plus incentive environment. • Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded. • Experience with financial information, spreadsheets and financial skills. • Knowledge of banking products and services. • Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: • Active Listening • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Senior Banker - Methuen Financial Center

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 an 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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Tax Accountant II (TA II), Fiduciary Tax, Private Banking - This job is responsible for providing technical fiduciary 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 assigned accounts and conducting tax research to resolve complex tax issues. Job expectations include complying with client focused service standards, bank standards and policies, and federal and state fiduciary tax reporting requirements. Responsibilities: <ul> <li>Partners with team members to provide technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards</li> <li>Prepares complex federal and state fiduciary income tax returns</li> <li>Complies with bank standards and policies, federal and state tax law, and client service standards</li> <li>Acts as a tax technical resource for Private Bank client teams</li> </ul> Skills: <ul> <li>Account Management</li> <li>Attention to Detail</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Relationship Building</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Issue Management</li> <li>Record Keeping</li> <li>Risk Management</li> <li>Tax Administration</li> <li>Business Process Analysis</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Prioritization</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees: participation in a work from home posture does not make you eligible to post. Shift:1st shift (United States of America) Hours Per Week: 40

Tax Accountant II (TA II), Fiduciary Tax

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.Position SummaryThe Mainframe Capacity Planning and Performance team is hiring for a Mainframe Performance Engineer. This engineer will be responsible for monitoring shared mainframe system resources, providing support to applications by running utilization reports, finding top consumers, reviewing trends/abnormalities, as well as running real time diagnostics. Strong technical, problem solving, and interpersonal skills are key to perform this role successfully. The role will require collaboration with multiple mainframe teams, assistance with design and QA testing, ongoing MIPS reduction efforts, and Open Enrollment/Welcome Season planning and support. On call support for application performance is expected.*This position is remote and can be based in any time zone in the U.S.Required Qualifications<ul> <li>7+ years of general mainframe experience: z/OS and z Hardware architecture</li> <li>5+ years of performance analysis and troubleshooting</li> <li>5+ years of experience with the Microsoft Suite</li> <li>3+ years of mainframe monitoring tools </li> </ul>Preferred Qualifications<ul> <li>3+ years of experience with DB2, CICS and/or MQ</li> <li>3+ years of experience with Omegamon, RMFIII</li> <li>3+ years of experience with SAS/MXG</li> <li>2+ years of experience in Retail, Pharmacy or Healthcare domain</li> <li>Informational Science, Computer Science, Computer Engineering or equivalent degree</li> <li>Strong work ethic, self-starter, and be able to be highly productive in a dynamic, collaborative environment</li> <li>Experience working with diverse teams, working across multiple time zones and geographies</li> <li>Ability to influence and inspire teams to align with the technical direction</li> </ul>EducationBachelor’s degree, or equivalent experience (HS diploma + 4 years relevant experience)Business OverviewBring your heart to CVS Health Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we deliver our services is just as important as what we deliver. Our Heart At Work Behaviors™ support this purpose. We want everyone who works at CVS Health to feel empowered by the role they play in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable. We strive to promote and sustain a culture of diversity, inclusion and belonging every day. CVS Health is an affirmative action employer, and is an equal opportunity employer, as are the physician-owned businesses for which CVS Health provides management services. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. We proudly support and encourage people with military experience (active, veterans, reservists and National Guard) as well as military spouses to apply for CVS Health job opportunities.Pay RangeThe typical pay range for this role is:$118,450.00 - $260,590.00 This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company’s equity award program. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.Great benefits for great peopleWe take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:<ul> <li>Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.</li> <li>No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.</li> <li>Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.</li> </ul>For more information, visit <a href="https://jobs.cvshealth.com/us/en/benefits" target="_blank">https://jobs.cvshealth.com/us/en/benefits</a>We anticipate the application window for this opening will close on: 07/11/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

CVSHealth

Mainframe Performance Engineer

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.Position SummaryThis Well-being Coach role utilizes a collaborative process of assessment, planning, implementation, and evaluation to engage, educate, and promote members in decisions related to achieving and maintaining their optimal well-being.The goal is to support members in identifying and achieving their own personal goals across any of the six dimensions of wellness including physical, emotional, social, financial, purpose, and character strengths.Position Overview <ul> <li>This position provides coaching via telephone and televideo.</li> <li>The work hours for this position are Monday-Friday 11:30am-8:00pm Eastern Time.</li> <li>This position is fully remote, anywhere in U.S.</li> </ul>Key Responsibilities<ul> <li>Utilizing motivational interviewing and active listening skills.</li> <li>Provide coaching and support to empower the member to meet their personal wellness goals and sustain long-term positive behavioral change. </li> <li>Assess member’s appropriateness for coaching and coordination into other levels of care and/or resources as needed.</li> <li>Develop and monitor established plans of care, in collaboration with the member to meet the member’s goals.</li> </ul> Required Qualifications<ul> <li>1+ years of professional wellness/life coaching experience.</li> <li>1+ years of experience working with Medicare and/or aging population.</li> <li>Professional Coaching certification (Board Certified Coach[BCC], ICF-credential [ACC/PCC/MCC], or NBC-HWC).</li> <li>Excellent computer skills including MS Office applications such as Excel, Word, Teams and Outlook.</li> </ul> Preferred Qualifications<ul> <li>Experience across the six dimensions of well-being including physical, emotional, social, financial, purpose and character strengths.</li> <li>Demonstrated ability to communicate, problem solve, and work effectively with people, use good judgment in challenging situations.</li> <li>Experience in facilitating patient/client positive behavioral change.</li> <li>Ability to work with a multidisciplinary team.</li> <li>Background in motivational interviewing, active listening skills, Transtheoretical Model, mindfulness-based and other evidence-based coaching techniques.</li> <li>Bilingual Spanish speaking.</li> </ul> Education<ul><li>Bachelor's Degree in Wellness related field (e.g., Health ed, Wellness, Health Promotion, Behavioral Health) or equivalent work experience.</li></ul>Anticipated Weekly Hours40Time TypeFull timePay RangeThe typical pay range for this role is:$46,988.00 - $122,400.00This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.Great benefits for great peopleWe take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:<ul> <li>Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.</li> <li>No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.</li> <li>Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.</li> </ul>For more information, visit <a href="https://jobs.cvshealth.com/us/en/benefits" target="_blank">https://jobs.cvshealth.com/us/en/benefits</a>We anticipate the application window for this opening will close on: 06/25/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

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