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Devon Newman is listed as Financial Analyst | Cost Basis Operations | Tax Reporting for Covered Securities at Bank of America, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Devon Newman.
Devon Newman previously worked as Financial Analyst at Bank Of America and Corporate Tax Preparer at Jackson Hewitt Tax Service Inc.. Devon Newman holds Accounting Technology/Technician And Bookkeeping from Florida State College At Jacksonville.
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Currently sharpening my expertise in Accounting Technology at Florida State College with an expected completion in 2025, I am currently working as a Financial Analyst on the Cost Basis Operations team at Bank of America. In this role, I leverage my attention to detail and analytical skills to manage and update cost-basis records, ensuring compliance with IRS regulations and accurate tax reporting for covered securities. I am open to new opportunities in accounting, tax, and financial analysis, where I can continue to apply my skills and contribute to effective financial management.
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Charlotte, NC, US
-Collecting, analyzing, and interpreting financial data to provide insights and recommendations-Research and resolve transactional breaks that result in inaccurate cost basis that require a manual update.-Accurately reporting covered securities and tax lots to IRS.-Process routine and standard transactions according to established procedures and prescribed.
Jersey City, NJ, US
-File client w2 employee taxes-File client self-employment taxes -Review client tax documents-Schedule appointments daily for client tax consulting-Interview clients for future tax planning
Jacksonville, Florida, US
-Entering customer and account data from invoices-Compiling, verifying accuracy, and sorting information to prepare source data for computer entry- Review data for deficiencies or errors, correct incompatibilities, and check output.- Research and obtain further information for payments -Scan documents and print files, when needed.
Minneapolis, MN, US
-Analyze and evaluate mortgage loan data and trends.-Utilize data visualization tools to create reports and dashboards.-Document review of mortgage loans-Client tracking through databases -Review title policies
Fairfax, Virginia, US
-Review claimant documentation for potential fraud investigation- Approve/ deny claimant unemployment benefits based on the accuracy of submitted documents - Review proof of income and employment through submitted tax documents -Review proof of identity through submitted documents of driver’s license and social -Utilize the Beacon portal to access claimant.
New York, New York, US
-Utilizes advanced negotiation skills to resolve delinquency issues-Increased the recovery of past-due portfolios- collaborated with cross-functional teams to gather and analyze data, ensuring alignment with business -objectives-Assisted in setting up payment plans with clients
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Devon Newman works for Bank of America.
Devon Newman is listed as Financial Analyst | Cost Basis Operations | Tax Reporting for Covered Securities at Bank of America.
Devon Newman is based in United States, United States, United States while working with Bank of America.
Devon Newman has worked for Bank Of America, Jackson Hewitt Tax Service Inc., Landstar, U.S. Bank, and Asm Research.
You can use AeroLeads to view verified contact signals for Devon Newman at Bank of America, including work email, phone, and LinkedIn data when available.
Devon Newman holds Accounting Technology/Technician And Bookkeeping from Florida State College At Jacksonville.
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