Operations Consultant/Leasing Accounting Treasury

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This is a new position to process tax reporting for W8,W9, 1099 and 1042 and Accounts Payable. Responsibilities will include but not limited to:

• Gather New W8 and W9 (NEW) 

• Review W9 Tax form to verify required fields are complete (NEW forms/onboarding)

• Validate W9 Tax Forms in IRS Website

• Review W8 Tax form to verify required fields are complete

• Complete W8 Processing Template

• Review W8 Tax form, W8 Processing Template and Invoice 

• Validate W8 Tax Forms that are reportable based on the Tax Compliance Team's review

• Upload W8 & W9 Tax Form to Content Suite

• Update SORs (LMS & Infolease) with Tax Form information

• Withholding requirements-if applicable

• Validate Withholding requirements

The successful candidate will need to have strong organization skills & attention to detail and will also be involved in audit support, risk compliance testing, ad hoc reporting and projects as they arise. Individuals typically have 1-3 years of experience.

• Process all funding requests (wires and checks)

• Process refund, miscellaneous and tax payments

• Maintain vendor table

• Process DealFlo items

• Review checks OFAC results

• Process and review W9/W8 forms

• Research payment items

• Void and Stop Payments checks

• Maintain and upload Voucher Imaging on a daily basis

• Provide daily FX Currency exchange report

• Upload weekly CashPro data into database

Required Skills:

• Excellent communication skills, both oral and written

• Intermediate Microsoft Excel skills

• Familiarity with report writing tools

• Attention to detail

• Logical research ability

• Basic accounting knowledge

• Must be able to work independently

• Be able to make a decision with confidence and act upon it

Desired Skills:

• Database/Data warehouse knowledge – Toad/Tableau/Microsoft Access

• Leasing knowledge

• Bachelor degree or equivalent preferred

Shift:

Hours Per Week: