Financial Data and Reporting Ops Representative

United States Digital Space LLC; Jacksonville (NJ); On-site; USD 52,000 - 60,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

United States Digital Space LLC in Pennington, NJ is seeking a Tax Operations Data Specialist to handle consumer credit disputes, tax reporting and data validation under supervision, with emphasis on accuracy and timely processing.

The role requires operating across multiple systems, maintaining organized records, and communicating clearly with internal teams and clients. Overtime during tax season may apply; in-office expectations with appropriate flexibility.

Qualifications

• Proficient PC skills including Microsoft Office and Excel.
• Navigate multiple systems simultaneously.
• Excellent organization and ability to meet strict deadlines.
• Strong ownership and accuracy in work.
• Effective communication via phone and email.
• Professionalism in all situations.

Responsibilities

• Perform standard activities supporting credit disputes, escalations and tax reporting.
• Follow procedures and ensure timely delivery of work.
• Conduct basic research and resolve routine financial data requests.
• Review documents to identify and resolve issues.
• Provide quality service to internal partners and external clients.

Skills

Excel

Multisystem navigation

Organization

Communication skills

Phone/email etiquette

Problem solving

Education

College degree preferred

Tools

Microsoft Office

Excel

Job description

Job Description

At the company, 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.

The company 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 the company, you can build a successful career with opportunities to learn, grow, and make an impact.

Job Description

This job is responsible for completion of standard operations processes related to consumer credit disputes, escalations and tax reporting. Key responsibilities include data entry, reporting data validation, case investigation, reconciliation requests, and client inquiry workflows. Job expectations include supporting standard transaction processing, reconciliation, and resolution of research requests to clients, consumer reporting agencies and taxing authorities, while following established written procedures under moderate supervision.

Consumer and Wealth Tax Operations is responsible for the multiple tax related functions to support IRS and State regulatory required tax reporting, withholding payments, and cost basis updates, primarily on behalf of Wealth Management Investment and retirement accounts. The Financial Data and Reporting Operations Representative role with Tax Operations will be responsible for information reporting to the IRS for International and retirement accounts.

****Mandatory overtime is required during tax season, which is generally January-April. This may include up to 6 day work weeks and an additional 1-2 hours daily M-F or on bank holidays based on business needs.

Responsibilities

• Performs standard activities supporting credit disputes, escalations and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery Performs basic research, follow-up, and resolution of routine financial data research requests Reviews relevant documents and forms to identify and resolve issues Validates financial data and reports against system of record Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate Provides quality service and support to internal partners and external clients

Required Skills

This role will be responsible for working requests received in the e-task queue, team email boxes and various exception reports, ensure adherence to regulatory deadlines and requirements to ensure accurate and timely delivery of tax forms. Additionally this role will assist with procedure maintenance, participate in yearly tax form testing and production validation and assist the team in any other duties as assigned.

• Proficient PC skills including Microsoft Office applications and especially Excel
• Demonstrate a proven ability to navigate multiple systems simultaneously
• Excellent organization skills; ability to prioritize and handle multiple job related duties efficiently while exercising sound judgment to ensure SLA, strict deadlines and business KPIs are met
• Proven history of effective ownership and accuracy
• Possess the ability to work independently while effectively managing and finding resolution to complex situations
• Communicate effectively including excellent listening skills and professional phone/email etiquette
• Exhibit professionalism in all situations

Desired Skills

• College Degree Preferred
• Operations experience a plus

Skills

• Active Listening Customer and Client Focus Research Attention to Detail Critical Thinking Decision Making Account Management Continuous Improvement Problem Solving Risk Management

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency details

US - NJ - Pennington - 1500 American Blvd - Hopewell Bldg 5 (NJ2150)

Pay and benefits information

Pay range

$25.00 - $28.83 hourly pay, offers to be determined based on experience, education and skill set.

Predictable pay

This role is compensated with a base salary and is not incentive eligible.

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.