Tax Reporting & Data Analytics Specialist

NBMBAA; New Jersey; On-site; USD 34,000 - 48,000; Full time

Job summary

Bank of America is seeking a highly analytical Tax Operations professional to join our Wealth Management Tax Operations team in New Jersey. You will handle moderately complex tax reporting data, validate statements, and ensure regulatory compliance with IRS and state requirements, supporting millions in annual tax statements.

The role requires deep data analysis, a strong Excel skill set, and the ability to collaborate across Operations, Technology, Compliance, and Management while managing

Qualifications

• Strong analytical, research, and problem-solving capabilities.
• Excellent written and verbal communication skills.
• Advanced Microsoft Excel skills and proficiency in Microsoft Office.
• Ability to work independently, manage multiple priorities, and meet deadlines.
• Strong attention to detail with a focus on data accuracy and quality.
• Ability to collaborate across Operations, Technology, Compliance, and Management.
• Adaptability and proactive approach to change and continuous improvement.
• Bachelor's degree in Business, Finance, Accounting, Data Analytics, or related field.

Responsibilities

• Lead assigned tax reporting processes and provide cross-functional support across related operations.
• Analyze and validate tax data, reports, and system outputs for accuracy.
• Investigate and resolve tax reporting discrepancies through independent research.
• Assess and implement federal and state regulatory changes impacting tax reporting.
• Research and respond to complex tax inquiries from business partners and branches.
• Develop, test, and enhance reporting tools, macros, and data extraction processes.
• Identify trends and opportunities for process improvement via data analysis.

Skills

Analytical skills

Excel

Communication

Attention to detail

Data analysis

Collaboration

Problem solving

Time management

Regulatory awareness

Education

Bachelor's degree in Business/Finance/Accounting/Data Analytics

Job description

Bank of America is seeking a highly analytical Tax Operations professional to join our Wealth Management Tax Operations team in New Jersey. You will handle moderately complex tax reporting data, validate statements, and ensure regulatory compliance with IRS and state requirements, supporting millions in annual tax statements.

The role requires deep data analysis, a strong Excel skill set, and the ability to collaborate across Operations, Technology, Compliance, and Management while managing