Bank of America GWIM Senior Operations Representative in Jacksonville, Florida

Job Description:

Daily responsibilities will consist of the reconciliation and remittance of federal taxes withheld from Non Resident Client accounts according to strict deadlines set by the Internal Revenue Service (IRS). Reconciliation of daily transactional reports to ensure income activity is captured for reporting purposes and taxes were withheld as specified by the IRS. Monitor mailboxes and perform research by querying different systems and responding to branch requests in a professional manner. Perform weekly and year-end reconciliation of federal taxes withheld to ensure accurate reporting for the entities supported. Provide quality service and effective operations support for the assigned area's internal business partners and external clients for tax reporting inquiries. Research and process requests for tax form corrections and ensure delivery of corrected tax forms. Research changes or new requirements for federal tax guidelines to mitigate risk and ensure accurate and timely reporting. Complete yearly tax form testing and production validation. May participate in projects and/or introduction of new initiatives and processes.

Required skills:

  • Proficient PC skills including Microsoft Office applications and especially Excel with strong functional understanding of vlookup and pivot table functions

  • 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

  • Schedule: Must be flexible during tax season as mandatory overtime is required for this role in January through May. Hours of operation are Monday through Friday 7:30am-6pm outside of tax season.

Desir ed s kills:

  • College Degree

  • Reconciliation background is a plus

  • Microsoft Access

  • Tax experience with NRA or FATCA withholding

  • Former experience in Client Account Services (New Accounts)

  • Former experience with review of tax legislation

Posting Date : 03/08/2018

Location :

Jacksonville, FL, JACKSONVILLE 2, 4802 DEER LAKE DR E,

  • United States

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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