Tax Data & Reporting Operations Specialist

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

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.