Onsite Financial Data and Reporting Operations Representative

Posted 1 hour ago

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About the role

  • Responsible for operations processes related to consumer credit disputes and tax reporting at Bank of America. Ensures timely payment of tax withholding and supports inquiries and adjustments.

Responsibilities

  • 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.
  • The Associate will ensure the accurate and timely payment of tax withholding to the IRS on behalf of multiple legal entities as well as support withholding inquiries, reversals and manual withholding adjustments to be in compliance with regulatory requirements.
  • This position will require overtime during tax season.

Requirements

  • Strong problem solving and decision making skills
  • Detail oriented with strong organization skills
  • Must possess strong oral and written communication skills
  • Ability to manage multiple priorities to meet daily deliverables
  • Proven effectiveness in a fast paced and demanding environment with the ability to work under pressure
  • Proficient in MS Office (Outlook, Excel, Word)
  • Strong interpersonal skills and ability to collaborate within and across teams
  • Demonstrates initiative and a commitment to continuous learning.
  • Financial Services and/or tax related experience (Desired Skills)
  • Money Movement & Reconciliation experience (Desired Skills)

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.

Job title

Financial Data and Reporting Operations Representative

Job type

Experience level

Mid levelSenior

Salary

$25 - $26 per hour

Degree requirement

High School Diploma

Location requirements

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