Financial Data and Reporting Ops Representative

Bank of America; Pennington (NJ); On-site; USD 62,000 - 88,000; Full time

Job summary

Bank of America is seeking a Tax Operations Data Specialist to support consumer credit disputes, tax reporting, and related workflows. The role emphasizes data validation, issue resolution, and adherence to regulatory timelines while collaborating with internal teams and external clients.

Responsibilities include processing e‑task requests, maintaining procedures, and assisting with annual tax form testing.

Qualifications

• Proficient PC skills including Microsoft Office applications and especially Excel.
• Navigate multiple systems simultaneously with strong organizational skills and sound judgment.
• Ability to prioritize and handle multiple duties to meet SLAs, deadlines and KPIs.
• Demonstrated ownership and accuracy in financial data and tax reporting.

Responsibilities

• Performs standard activities supporting credit disputes, escalations and tax reporting following procedures.
• Performs basic research, follow-up, and resolution of routine financial data requests.
• Reviews documents to identify and resolve issues and validates data against records.
• Escalates risk concerns as appropriate and provides quality service to partners and clients.
• Supports procedure maintenance and participates in tax form testing and validation.

Skills

Active Listening

Customer and Client Focus

Research

Attention to Detail

Critical Thinking

Decision Making

Account Management

Continuous Improvement

Problem Solving

Risk Management

Education

College Degree Preferred

Tools

Microsoft Office

Excel

Job description

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.

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 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