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GWIM Sr Operations Rep
GWIM Sr Operations Rep-May 2024
Pennington
May 7, 2025
ABOUT BANK OF AMERICA
Bank of America is a leading financial institution, serving consumers, small businesses, and large corporations with a full range of banking, investing, and other financial products and services.
10,000+ employees
Financial Services
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About GWIM Sr Operations Rep

  Job Description:

  Consumer and Wealth Tax Operations Statement Team is responsible for the production of ~3,600,000 tax reporting statements and forms. Responsibilities include but are not limited researching, resolving and validating the integrity of tax entries and tax income data housed on the tax reporting database. This data is then used to produce our tax statements and reported to the IRS, Puerto Rico, and various states. This will include daily, monthly and annual report validation for numerous internal processes. Weekend/Weekday overtime is required when necessary and especially during tax season, January through April.

  Key Responsibilities

  • Validate data and reports against tax database

  • Review tax statements and forms to identify and resolve issues

  • Support team process functions

  • Research and reply to reporting inquiries from Branch Office

  Required Skills:

  • Strong written and verbal communication skills

  • Team player who is self-directed and detail oriented

  • Ability to work cooperatively with various levels of associates (i.e.: operations, technology, peers, management, etc.) and embrace change with a positive approach

  • Proficient in Microsoft Office products (Excel, Word, Outlook etc.)

  • Tax background

  Desired Skills: • College degree preferred

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

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