Financial Data and Reporting Ops Analyst

Financial Data and Reporting Ops Analyst

Pennington, New Jersey;Jacksonville, Florida

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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 handling moderately complex operations processes related to credit disputes, escalations and tax reporting. Key responsibilities include analysis, research, reconciliation, reporting data validation and resolution of issues and identified customer requests which may carry high levels of risk within enterprise risk categories. Job expectations include handling moderately complex transaction processing, reconciliation, and resolution of research requests to clients, consumer reporting agencies or taxing authorities, consulting with management for support.

Summary of our Job Description:

Consumer Wealth Tax Operations, Data, Reporting & Operations Management (DROM), is responsible for multiple tax related functions to support Internal Revenue Service (IRS) and State regulatory required tax reporting and withholding payments, on behalf of consumer and wealth clients within Merrill, Private Bank, Retirement & Personal Wealth Solutions and Investment Solutions Group.

The Tax Operations Payment, Filings & Solicitation Team is responsible for the daily reconciliation and tax withholding payment remittances to the Internal Revenue Service (IRS) and States for Retirement, Retail and Non-Resident accounts, ensuring the accurate and timely payment on behalf of multiple legal entities. The Associate will handle these payments as well as address withholding inquiries, processing tax withholding reversals and manual withholding adjustments to be in compliance with regulatory requirements. The Associate will also assist with tax remediations or any other team initiatives as needed working within and outside the team.

*This position will require overtime during tax season.

Principle Accountabilities:

§ Preparation and review of payment packets, gathering all necessary documentation to evidence accuracy and completeness

§ Adherence to specific regulated payment schedules and time deadlines to ensure compliance with federal and/or state regulations.

§ Reviewing, researching and responding to branch inquires in relation to withholding via email or Service Request Portal (SRP), adhering to strict service level standards.

§ Reviewing and researching tax withholding reports and monthly reconciliations

§ Processing manual tax withholding adjustments

§ Reconcile withholding ledgers through various system checks and balances to establish daily, weekly, quarterly and/or annual liability positions

§ Support year end initiatives and any tax withholding remediation initiatives

§ Support legal entity summary filings with the IRS, solicitations for tax forms, handling IRS correspondence regarding refunds and penalties

§ Metrics reporting and Quality Assurance Peer Reviews

§ Collaborate with management and teams within and outside Tax Operations on process enhancements

§ Tasks might be assigned as needed contingent to the team’s work load.

Responsibilities:

• Performs moderately complex activities supporting credit disputes, escalations, and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery

• Researches and resolves moderately complex financial data requests or exceptions based on analysis of assembled data in an accurate and timely manner

• Performs routine analytics, report creation, and exception processing

• Identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units and escalates risk concerns, as appropriate

• Provides quality service and support for internal business partners and external clients

Required Skills:

§ Strong problem solving, analytical and decision making skills

§ Detail oriented with strong organization skills

§ Strong oral and written communication skills and ability to interact with management

§ 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

Desired Skills:

§ Tax Withholding or related financial experience

§ Understanding of IRS rules and regulations

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

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Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value

Are Not Deposits Are Not Insured by Any Federal Government Agency Are not a condition to Any Banking Service or Activity

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

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