Bank of America Senior Operations Consultant (Tax Operations) - Collier Center (Phoenix, AZ) in Phoenix, Arizona

Job Description:

This role is in Consumer Tax Operations and will be responsible ensuring compliance with federal, state and local information and withholding regulations by performing the following:

  • Conducts routine to complex research in preparation of Information Reporting tax returns (945/1042) and other work related documents for BANA in adherence to regulatory and compliance requirements and standards which can involve high dollar penalties and fines for non-compliance. Reviews and assists in preparing periodic state tax returns.

  • Monitors and reconciles information reporting data to ensure reportable amounts are accurate. Interpret and analyze information gathered from numerous sources to resolve issues.

  • Onboard and provide direction to other FLUs for withholding and reporting functions.

  • Provide quality assurance review and testing on operating key controls. Identify significant issues and control weaknesses, and make recommendations and takes action to minimize exposure or loss.

  • Manage/lead and participate in projects or direct activities that represent significant risk exposure and may be highly visible.

  • Proactively recommend process improvements, formulate and recommend action response to mitigate risk and resolve complex inquires and escalations.

  • Communicate across and up the organization to present to senior leaders. Interact with auditors, compliance and risk partners.

  • Develop and maintain relationships with key business leaders and their teams.

  • Acts as liaison with key compliance, risk and enterprise process oversight business partners with respect to emerging regulatory and policy/standard issues; monitors relevant regulatory changes that impact our processes.

Required Skills (must have the following requirements):

  • An undergraduate/graduate degree in accounting and/or CPA certification or equivalent relevant work experience in accounting/finance

  • Excellent written and verbal communication skills

  • Can easily interact and influence all audiences including executives and front line associates

  • Strong analytical and problem solving skills

  • Can organize and facilitate meetings

  • Advanced experience/skills with Excel and complex spreadsheets

  • Advanced PowerPoint Skills

  • Strong collaboration and relationship building skills

  • Strong organizational skills

  • Adaptable, ability to work independently in a result driven environment with changing priorities

  • Manages operational risk by building strong processes and quality control routines

  • Must be extremely detailed and possess excellent research skills (ability to pinpoint errors/variances and then allocate correctly)

  • Excellent time management skills w/ ability to prioritize in a very time sensitive/deadline driven environment

Desired Skills:

  • SharePoint knowledge

  • Tax experience

Posting Date : 07/05/2018

Location :


  • United States

Travel : Yes, 5% of the time

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

Weekly Schedule : Monday- Friday, 8 am -5 pm

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