Bank of America GWIM Senior Operations Representative - Tax Reporting in Pennington, New Jersey

Job Description:

Email Service Team Associate:

  • Liaison between internal Teams/Departments in the immediate resolution of all problems/inquiries related to Cost Basis/Capital Change transactions.

  • Update and maintain current Tax Lots and unrealized and realized gains and losses.

  • Respond to and follow up servicing inquiries from 7 service mailboxes.

  • Working with other TRS Teams/Departments to process corrections to tax reporting statements.

  • Responsible for review and processing of TEFRA withholding inquiries received via email or ASAP.

  • Review daily 10K and over reports and notify parties servicing these account of noncompliance causing withholdings.

Overtime is required and mandatory during tax season and sometimes during the year.

Skills required:

  • Good analytical skills

  • Highly motivated

  • Strong organizational skills

  • Ability to respond to internal and external clients requests/inquires

  • Excellent reconciliation and written/verbal communication skills

  • Work independently as well as within a Team

  • Ability to multi task and meet set deadlines

Desired skills:

  • Microsoft applications skills

Posting Date : 06/11/2018

Location :


  • United States

Travel : No

Full / Part-time : Full time

Hours Per Week : 37.5

Shift : 1st shift

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