Operations Lead

Jobtailor; Town of Florida (NY); On-site; USD 140,000 - 190,000; Full time

Job summary

Jobtailor is seeking a senior leader to oversee tax withholding and reporting in the U.S. This role directs a unit across Global Markets, Treasury, and Credit products, coordinating with GBAM Tax Change, Technology, and Global Operations to ensure accurate 1099/1042/1042-S reporting.

The ideal candidate has 5+ years in tax reporting operations for institutional clients, strong analytical skills, and a track record of implementing process improvements within a regulated environment.

Qualifications

• Bachelor’s degree or equivalent work experience in a relevant field.
• Proven experience leading U.S. tax reporting operations for institutional clients.

Responsibilities

• Oversee a unit or section within the bank’s internal operations.
• Lead the U.S. IRW Tax Withholding and Reporting function, including Chapter 3, 4, and 61 reporting.
• Facilitate 1099, 1042, and 1042-S statements for Global Markets, Treasury, and Credit products.
• Coordinate globally with GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Operations, and Global Tax Policy & 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 improve productivity and efficiency.
• Resolve broad and complex operational issues as an escalation point.
• Manage expenses, reporting, forecasting, compensation decisions, talent planning, and 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.
• Champion inclusion, process and data management, enterprise communication, risk management, coaching, financial stewardship, talent development, and business outcomes.

Skills

U.S. Treasury Regulations

Tax Withholding

Team Management

Analytical Capabilities

Data Management

Regulatory Implementation

Operational Issue Resolution

Complex Reconciliation

Written Communication

Verbal Communication

Education

Bachelor’s Degree

Job description

• Oversee a unit or section within the bank’s internal operations
• Lead the U.S. IRW Tax Withholding and Reporting function, including Chapter 3, 4, and 61 reporting
• Facilitate 1099, 1042, and 1042-S statements for Global Markets, Treasury, and Credit products
• Coordinate globally with GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Operations, and Global Tax Policy & 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 improve productivity and efficiency
• Resolve broad and complex operational issues as an escalation point
• Manage expenses, reporting, forecasting, compensation decisions, talent planning, and 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
• 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
• Familiarity with Forms 1099, 1042-S, and 1042 information reporting requirements
• 5+ years of experience leading U.S. tax reporting operations for institutional clients across Global Markets, Trade & Credit, and Treasury products
• 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
• 40 hours per week
• 1st shift (United States of America)

Core Competencies

Demonstrates expertise in U.S. Treasury regulations and tax reporting operations, with a strong focus on compliance, process improvement, and team management. Capable of driving tax initiatives and managing complex operational issues while ensuring accuracy and efficiency.

Highest-signal resume keywords

• U.S. Treasury Regulations
• Tax Reporting Operations
• Forms 1099, 1042, 1042-S
• Analytical Capabilities
• Team Management

Hard Skills

• Tax Withholding
• Regulatory Implementation
• Operational Issue Resolution
• Complex Reconciliation
• Data Management

Soft Skills

• Interpersonal Skills
• Attention to Detail
• Written Communication
• Verbal Communication
• Coaching

Certifications & Qualifications

• Bachelor’s Degree

Industry Keywords

• Global Markets
• Treasury Products
• Credit Products
• Risk Management
• Performance Management