Operations Lead

Bank of America; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

Bank of America in New York seeks a senior Operations leader to oversee tax documentation validation across U.S. and international processes, ensuring compliance and timely delivery.

You will lead a team, coordinate with global tax policy groups, and drive initiatives that improve efficiency and accuracy. The role requires deep regulatory knowledge, strong communication, and a proven track record in managing large teams in a high-stakes financial services environment.

Qualifications

• Bachelor's degree or equivalent work experience in a relevant field.
• Experience with U.S. Treasury regulations (Chapters 3, 4, and 61) and tax documentation validation rules.
• Proven ability to perform complex reconciliations and resolve issues.
• Ability to manage multiple priorities while meeting deadlines in a dynamic environment.
• Strong interpersonal skills with the ability to manage people and regulatory deadlines.
• Excellent written and verbal communication with stakeholders at all levels.

Responsibilities

• Lead a team of associates that perform U.S. and non-U.S. tax documentation validation functions.
• Coordinate globally with colleagues in GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Tax Policy & Tax Compliance.
• Service tax related client inquiries and escalations.
• Drive tax initiatives and tax regulatory implementations in partnership with GBAM Tax Change & GBAM Technology.
• Develops and implements procedures to enhance productivity and efficiency and manage business change.
• Serves as an escalation point to resolve broad and complex operational issues.
• Responsible for expense management, reporting and forecasting for operations areas managed as well as compensation decisioning, talent planning, and performance management at a senior level.
• Manages a large team or multiple smaller teams across one or more sites, regions or product lines in an operations support function.
• Supports functions carrying a substantial risk of exposure and potential loss with significant impact on major corporate customer relationships.

Skills

Tax compliance

Leadership

Regulatory knowledge

Attention to detail

Cross-functional collaboration

Strong communication

Education

Bachelor's degree or equivalent work experience in a relevant field

Job description

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.

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for overseeing a unit or section of a segment for a site, region, or product line within the bank's internal operations. Key responsibilities include identifying, analyzing, and resolving complex problems, ensuring compliance with policies, and identifying opportunities to improve process performance and operating efficiency. Job expectations include knowledge of operations support management and expertise in functional area(s) gained through increasingly more responsible management positions in operations.

The role will require the successful candidate to:

• Lead a team of associates that perform U.S. and non-U.S. tax documentation validation functions, including oversight of functions to ensure accuracy, compliance, and adherence to regulatory requirements.
• Coordinate globally with colleagues in GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Tax Policy & Tax Compliance.
• Service tax related client inquiries and escalations.
• Drive tax initiatives and tax regulatory implementations in partnership with GBAM Tax Change & GBAM Technology.

Responsibilities

• Develops and implements procedures to enhance productivity and efficiency and manage business change
• Serves as an escalation point to resolve broad and complex operational issues
• Responsible for expense management, reporting and forecasting for operations areas managed as well as compensation decisioning, talent planning, and performance management at a senior level
• Manages a large team or multiple smaller teams across one or more sites, regions or product lines in an operations support function
• Supports functions carrying a substantial risk of exposure and potential loss with significant impact on major corporate customer relationships

Managerial Responsibilities

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
• Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
• Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
• Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, upscale and debate issues.
• People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
• Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
• Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
• Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Required Skills

• Deep understanding of U.S. Treasury regulations, including Chapters 3, 4, and 61, with demonstrated expertise in tax documentation validation rules (CRS, Irish DIRT, W8, W9).
• Proven ability to perform complex reconciliations, identify discrepancies, and resolve issues through structured, analytical approaches.
• Ability to manage multiple priorities simultaneously while maintaining accuracy and meeting tight deadlines in a dynamic environment.
• Strong interpersonal skills with the ability to manage people and regulatory deadlines.
• Highly organized with strong analytical capabilities and meticulous attention to detail across processes and deliverables.
• Excellent written and verbal communication skills, with the ability to clearly articulate risks, issues, and solutions to stakeholders at all levels of the organization.
• Bachelor's degree or equivalent work experience in a relevant field.

Desired Skills

• Demonstrates a proactive approach to bringing forward new ideas and perspectives to drive innovation and deliver differentiated solutions.
• Excels at working across diverse viewpoints, leveraging differing perspectives to determine the most effective path forward.
• Excels at working across diverse viewpoints, leveraging differing perspectives to determine the most effective path forward.
• Displays a willingness to challenge the status quo, champion new approaches, and promote positive organizational change.
• Actively participates in and drives initiatives to enhance tools, technology, and ways of working to better support an evolving client base.
• Values diversity of thought and background, fostering an inclusive environment that reflects and supports the diverse needs of clients and employees globally.
• Demonstrated ability to drive change within teams by influencing stakeholders, fostering a culture of continuous improvement, and leading initiatives that enhance processes, efficiency, and overall performance.

Skills

• Business Operations Management
• Drives Engagement
• Process Management
• Process Performance Measurement
• Result Orientation
• Customer and Client Focus
• Planning
• Reporting
• Risk Management
• Talent Development
• Fraud Management
• Interpret Relevant Laws, Rules, and Regulations

Shift

1st shift (United States of America)

Hours Per Week

40