Green Card Tax Specialist Jobs
Tax Specialist roles at U.S. accounting firms, financial services companies, and corporate tax departments regularly qualify for employment-based green card sponsorship through PERM labor certification. EB-2 applies to advanced-degree candidates in tax law or accounting, while EB-3 covers professionals with a relevant bachelor's degree. Employers file the I-140 petition after PERM approval, putting you on the path to permanent residency.
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Get Access To All JobsINTRODUCTION
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!
ROLE AND RESPONSIBILITIES
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.
- 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
BASIC QUALIFICATIONS
10 years of tax experience.
PREFERRED QUALIFICATIONS
- 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
INTRODUCTION
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!
ROLE AND RESPONSIBILITIES
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.
- 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
BASIC QUALIFICATIONS
10 years of tax experience.
PREFERRED QUALIFICATIONS
- 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
See all 47+ Green Card Tax Specialist Jobs
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Get Access To All JobsTips for Finding Green Card Sponsorship as a Tax Specialist
Align your credentials with PERM requirements
PERM requires employers to recruit for the exact minimum qualifications your role demands. If your position requires a CPA or master's in taxation, document those credentials precisely, because a mismatch between your actual qualifications and the job's stated minimum can delay or invalidate the labor certification.
Target firms with established PERM filing history
Large public accounting firms, corporate tax departments at Fortune 500 companies, and Big Four offices file PERM petitions regularly for Tax Specialists. Focusing your search on employers with active PERM programs shortens the negotiation phase and signals an internal green card process already exists.
Check prevailing wage before accepting any offer
DOL requires your offered salary to meet the prevailing wage for your tax role and geographic location before certifying a PERM application. Use the OFLC Wage Search to verify the wage level for your specific SOC code and city so you can evaluate offers with the PERM requirement in mind.
Search for green card sponsors using Migrate Mate
Filter your Tax Specialist job search by employers with documented green card sponsorship history using Migrate Mate. This surfaces companies that have completed the PERM and I-140 process for similar roles, so you spend less time vetting employers who claim they'll sponsor but never have.
Clarify EB-2 versus EB-3 eligibility early
Tax Specialists with a master's degree or a bachelor's plus five years of progressive tax experience may qualify for EB-2, which carries shorter priority date backlogs for many countries. Confirm with your employer which category they'll file under before the I-140 is submitted, since switching categories later resets your place in the queue.
Negotiate green card sponsorship into your offer letter
Once an employer extends an offer, request written confirmation that PERM sponsorship is included and clarify who covers filing fees. USCIS rules prohibit employers from passing certain immigration costs to employees, so understanding the fee structure before you accept protects you from unexpected deductions later.
Green Card Tax Specialist: Frequently Asked Questions
Do Tax Specialist roles qualify for EB-2 or EB-3 green card sponsorship?
Both categories apply depending on your credentials. EB-2 covers Tax Specialists with a master's degree in accounting, taxation, or a related field, or those with a bachelor's plus at least five years of progressive specialized experience. EB-3 covers professionals holding a relevant bachelor's degree. Your employer's attorney determines the category before filing the PERM application with DOL.
How does PERM green card sponsorship differ from H-1B sponsorship for this role?
H-1B visa is a temporary status with a three-year initial term and an annual cap lottery, while PERM sponsorship leads to lawful permanent residency with no renewal cycle. For Tax Specialists, the EB-3 category has no annual cap lottery, but priority date backlogs vary by country of birth. The PERM process itself typically takes 12 to 24 months from labor certification through I-140 approval, longer than an H-1B transfer but permanent in outcome.
What documentation do I need to support a PERM application as a Tax Specialist?
You'll need official transcripts, degree certificates, and any professional licenses such as a CPA credential. If your employer is petitioning under EB-2 based on experience rather than an advanced degree, you'll also need detailed reference letters from prior supervisors documenting the specific tax skills and years of experience. The employer assembles the full PERM filing, but you supply these supporting documents.
How can I find Tax Specialist jobs where the employer already sponsors green cards?
Migrate Mate lets you filter Tax Specialist openings by employers with verified green card sponsorship history, so you're applying to companies that have already completed the PERM and I-140 process for similar roles. This saves significant time compared to asking about sponsorship mid-interview with employers who have no prior experience with employment-based immigration.
Can my employer start PERM sponsorship while I'm on an H-1B as a Tax Specialist?
Yes, and starting early is strategically important. If your employer files an I-140 before you've used six years of H-1B time, you may be able to extend your H-1B in one-year increments under AC21 portability rules while your priority date becomes current. USCIS allows concurrent I-485 filing once a visa number is available, so your status remains protected throughout the process.