Financial Data and Reporting Ops Representative

Bank of America

Bank of America tax operations representative handling financial data validation, tax forms, and IRS reporting. Supporting disputes, reconciliations, research requests, and regulatory deadlines.

Posted 8/25/2026full-timePennington • New Jersey • 🇺🇸 United StatesMid-LevelSenior💰 $25 - $29 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in consumer credit dispute operations, data validation, and financial reporting while ensuring adherence to regulatory deadlines. Capable of managing multiple tasks efficiently and providing quality service to clients and internal partners.

Highest-signal resume keywords

Data EntryFinancial Data ValidationMicrosoft Excel ProficiencyOperations ExperienceEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ValidationCase InvestigationReconciliationTransaction ProcessingDocument Review

Soft Skills

Excellent Organization SkillsProfessionalismEffective Listening SkillsAbility to Work IndependentlyAbility to Prioritize

Tools & Technologies

Microsoft OfficeE-Task QueueEmail Communication

Industry Keywords

Consumer Credit DisputesTax ReportingRegulatory ComplianceClient Inquiry WorkflowsSLA Management

About the role

Key responsibilities & impact

Complete standard operations processes related to consumer credit disputes, escalations, and tax reporting
Perform data entry, reporting data validation, case investigation, reconciliation requests, and client inquiry workflows
Support transaction processing, reconciliation, and resolution of research requests from clients, consumer reporting agencies, and taxing authorities
Perform research, follow-up, and resolution of routine financial data requests
Review documents and forms to identify and resolve issues
Validate financial data and reports against the system of record
Identify potential issues and escalate risk concerns
Provide quality service and support to internal partners and external clients
Work requests received in the e-task queue, team email boxes, and exception reports
Ensure adherence to regulatory deadlines and accurate, timely delivery of tax forms
Assist with procedure maintenance, yearly tax form testing, production validation, and other assigned duties

Requirements

What you’ll need

Proficient PC skills, including Microsoft Office applications, especially Excel
Ability to navigate multiple systems simultaneously
Excellent organization skills and ability to prioritize and handle multiple duties efficiently
Ability to meet SLAs, strict deadlines, and business KPIs
Proven history of effective ownership and accuracy
Ability to work independently and resolve complex situations
Effective communication, excellent listening skills, and professional phone/email etiquette
Professionalism in all situations
Mandatory overtime during tax season, generally January–April, potentially including up to six-day workweeks and an additional 1–2 hours daily Monday–Friday or on bank holidays
College degree preferred
Operations experience a plus

Benefits

Comp & perks

Benefits eligible
Paid time off
Resources and support for employees
In-office culture with role-specific flexibility
Opportunities to learn, grow, and build a career