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 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.
Consumer and Wealth Tax Operations is responsible for the multiple tax related functions to support IRS and State regulatory required tax reporting, withholding payments, and cost basis updates, primarily on behalf of Wealth Management Investment and retirement accounts. The Financial Data and Reporting Operations Representative role with Tax Operations will be responsible for information reporting to the IRS for International and retirement accounts.
****Mandatory overtime is required during tax season, which is generally January-April. This may include up to 6 day work weeks and an additional 1-2 hours daily M-F or on bank holidays based on business needs
Responsibilities:
- Performs standard activities supporting credit disputes, escalations and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery
- Performs basic research, follow-up, and resolution of routine financial data research requests
- Reviews relevant documents and forms to identify and resolve issues
- Validates financial data and reports against system of record
- Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
- Provides quality service and support to internal partners and external clients
Required Skills:
This role will be responsible for working requests received in the e-task queue, team email boxes and various exception reports, ensure adherence to regulatory deadlines and requirements to ensure accurate and timely delivery of tax forms. Additionally this role will assist with procedure maintenance, participate in yearly tax form testing and production validation and assist the team in any other duties as assigned.
Required Skills
• Proficient PC skills including Microsoft Office applications and especially Excel
• Demonstrate a proven ability to navigate multiple systems simultaneously
• Excellent organization skills; ability to prioritize and handle multiple job related duties efficiently while exercising sound judgment to ensure SLA, strict deadlines and business KPIs are met
• Proven history of effective ownership and accuracy
• Possess the ability to work independently while effectively managing and finding resolution to complex situations
• Communicate effectively including excellent listening skills and professional phone/email etiquette
• Exhibit professionalism in all situations
Desired Skills:
• College Degree Preferred
• Operations experience a plus
Skills:
- Active Listening
- Customer and Client Focus
- Research
- Attention to Detail
- Critical Thinking
- Decision Making
- Account Management
- Continuous Improvement
- Problem Solving
- Risk Management
Shift:
1st shift (United States of America)Hours Per Week:
40Pay Transparency details
US - NJ - Pennington - 1500 American Blvd - Hopewell Bldg 5 (NJ2150)Pay and benefits informationPay range$25.00 - $28.83 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis 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.Skills Required
- Proficiency with PC skills, Microsoft Office applications, and especially Microsoft Excel
- Ability to navigate multiple systems simultaneously
- Excellent organization skills and ability to prioritize and manage multiple duties efficiently
- Ability to exercise sound judgment while meeting service-level agreements, deadlines, and business KPIs
- Proven history of effective ownership and accuracy
- Ability to work independently and resolve complex situations
- Effective communication, including strong listening skills and professional phone and email etiquette
- Professionalism in all situations
- College degree
- Operations experience
Bank of America Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Bank of America and has not been reviewed or approved by Bank of America.
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Healthcare Strength — Health coverage is described as comprehensive, with medical, dental, vision, virtual care via Teladoc, wellness programs, and specialized support for cancer and menopause. Wellness credits and an always‑on EAP with in‑person sessions add to the depth of care.
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Parental & Family Support — New parents can access up to 26 weeks of leave, including 16 weeks fully paid for eligible teammates, alongside back‑up child and adult care. Family‑building resources and reimbursements (e.g., fertility, adoption, surrogacy) and a dedicated Life Event Services team extend support across life stages.
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Equity Value & Accessibility — Broad‑based equity through the Sharing Success program, including $1B in stock to nearly all non‑executive employees in January 2026, is intended to foster an ownership mindset. Stock awards (including RSUs) are a recurring component that aligns employees’ interests with shareholders.
Bank of America Insights
What We Do
We make financial lives better for our clients and our communities through the power of every connection. Our employees are at the heart of this purpose, and are key to driving responsible growth. Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.
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