Operations Lead

Jobtailor; New York (NY); On-site; USD 150,000 - 190,000; Full time

Job summary

Jobtailor in New York is seeking a senior leader to oversee a tax operations unit within a large banking environment. You will lead a team responsible for U.S. and non-U.S. tax documentation validation, ensuring accuracy, regulatory compliance, and efficient processes.

You will coordinate globally with GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, and other policy teams; handle inquiries and escalations; and drive tax initiatives and change programs.

Qualifications

• Deep understanding of U.S. Treasury regulations (Chapters 3, 4, and 61)
• Expertise in tax documentation validation rules (CRS, Irish DIRT, W8, W9)
• Ability to perform complex reconciliations and resolve issues
• Ability to manage multiple priorities with tight deadlines
• Strong interpersonal and communication skills

Responsibilities

• Oversee a unit within the bank’s internal operations
• Lead a team performing U.S. and non-U.S. tax documentation validation functions
• Coordinate globally with GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Tax Policy, and Tax Compliance
• Serve tax-related client inquiries and escalations
• Drive tax initiatives and regulatory implementations with GBAM Tax Change and GBAM Technology
• Develop and implement procedures to enhance productivity and efficiency
• Resolve broad and complex operational issues as an escalation point
• Manage expenses, reporting, forecasting, compensation decisions, talent planning, and senior-level performance management
• Champion inclusion, data management, risk management, and business outcomes

Skills

Team Leadership

Analytical Skills

Regulatory Compliance

Communication Skills

Attention to Detail

Deadline Management

Education

Bachelor’s degree

Tools

CRS

Irish DIRT

W-8/W-9

Job description

• Oversee a unit or section within the bank’s internal operations
• Lead a team performing U.S. and non-U.S. tax documentation validation functions
• Ensure accuracy, compliance, and adherence to regulatory requirements
• Coordinate globally with GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Tax Policy, and Tax Compliance
• Service tax-related client inquiries and escalations
• Drive tax initiatives and regulatory implementations with GBAM Tax Change and GBAM Technology
• Develop and implement procedures to enhance productivity and efficiency and manage business change
• Resolve broad and complex operational issues as an escalation point
• Manage expenses, reporting, forecasting, compensation decisions, talent planning, and senior-level performance management
• Manage a large team or multiple smaller teams across sites, regions, or product lines
• Support functions carrying substantial risk exposure and potential loss impacting major corporate customer relationships
• Champion inclusion, process and data management, enterprise communication, risk management, coaching, financial stewardship, talent development, and business outcomes

Requirements

• Deep understanding of U.S. Treasury regulations, including Chapters 3, 4, and 61
• Expertise in tax documentation validation rules (CRS, Irish DIRT, W8, W9)
• Ability to perform complex reconciliations, identify discrepancies, and resolve issues through structured, analytical approaches
• Ability to manage multiple priorities while maintaining accuracy and meeting tight deadlines
• Strong interpersonal skills with the ability to manage people and regulatory deadlines
• Strong analytical capabilities and meticulous attention to detail
• Excellent written and verbal communication skills
• Bachelor’s degree or equivalent work experience in a relevant field
• Knowledge of operations support management and expertise in functional areas gained through increasingly responsible management positions in operations
• Ability to interpret relevant laws, rules, and regulations

Core Competencies

Demonstrates expertise in U.S. Treasury regulations and tax documentation validation, with strong analytical capabilities and a focus on compliance and operational efficiency. Proven ability to lead teams, manage complex issues, and drive tax initiatives while ensuring adherence to regulatory requirements.

Highest-signal resume keywords

• U.S. Treasury Regulations
• Tax Documentation Validation
• Analytical Capabilities
• Team Leadership
• Regulatory Compliance

ATS Optimization Keywords

Hard Skills

• Tax Documentation Validation Rules
• Complex Reconciliations
• Regulatory Requirements Interpretation
• Operational Support Management
• Productivity Enhancement Procedures