Cost Basis & Tax Operations Analyst

Bank of America; Deerwood Club (FL); On-site; USD 34,000 - 51,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a Cost Basis Operations Analyst to handle complex tax lot updates and ensure accurate cost basis reporting for clients. The role involves reconciling transactions, supporting internal partners, and resolving tax‑related issues with meticulous attention to detail.

Candidates should have a college degree and 1–2 years in a financial analyst role, with strong Excel and Office skills, and proven analytical abilities in a fast-paced environment.

Qualifications

• Proficient with Microsoft Office, Outlook, Word and Excel.
• Strong understanding of rules, regulations, policies and standards.
• Excellent customer service, interpersonal, oral and written communication skills.
• Strong analytical and problem-solving skills.
• Experience with financial statements/records is a plus.

Responsibilities

• Handles Service Request Portal/email requests related to Cost Basis updates for complex cost basis scenarios.
• Research and resolve transactions via exceptions report processing.
• Maintains current tax lots for unrealized and realized gains/losses.
• Liaison between internal units and Branch Offices.
• Resolve escalations related to Cost Basis and Tax Reporting.
• Lead or support project work including SII remediations and tax season processes.
• Assist with cross-training and mentoring; overtime may be offered during Tax Season.

Skills

Microsoft Office

Excel

Analytical Thinking

Problem Solving

Customer Service

Education

Bachelor's degree preferred

Tools

Global Tax Lots system

ACAT Transfers

Job description

Bank of America is seeking a Cost Basis Operations Analyst to handle complex tax lot updates and ensure accurate cost basis reporting for clients. The role involves reconciling transactions, supporting internal partners, and resolving tax‑related issues with meticulous attention to detail.

Candidates should have a college degree and 1–2 years in a financial analyst role, with strong Excel and Office skills, and proven analytical abilities in a fast-paced environment.