Sr Operations Team Lead

Bank of America; Fort Worth (TX); On-site; USD 100,000 - 150,000; Full time

Job summary

Bank of America in Fort Worth, TX seeks an experienced Operations Manager to oversee the tax reporting operations, ensure deadlines, and coordinate cross-functional activities. You will guide employees, handle exceptions, and escalate complex issues to senior management.

The role requires strong knowledge of US tax reporting, regulatory compliance, and process optimization. A bachelor’s degree or equivalent experience is preferred, with solid MS Office proficiency and leadership abilities.

Qualifications

• 4+ years delivering end-to-end tax reporting for Global Markets, Trade Finance, and Commercial Credit products.
• Knowledge of US Treasury regulations and information reporting (Forms 1099, 1042-S).
• Advanced Excel for data analysis and reporting.
• Ability to manage multiple priorities with accuracy and deadlines.

Responsibilities

• Resolves day-to-day problems and delivers within the business unit.
• Ensures adherence to bank and regulatory policy and procedures.
• Manages team workload and provides oversight and direction.
• Identifies efficiencies and implements process improvements.
• Maintains internal, operational, and financial controls within risk appetite.

Skills

Leadership

Process Management

Risk Management

Cross-functional collaboration

Communication skills

Excel data analysis

Attention to detail

Education

Bachelor's degree or equivalent

Tools

Microsoft Excel

Office Suite

Job description

Job Description

This job is responsible for overseeing the Operations team and ensuring they meet deadlines, execute, and coordinate tasks.

Key responsibilities include identifying, analyzing, and resolving complex problems, ensuring adherence to operations procedures, providing guidance to employees, handling exception requests, and referring more complex problems to a senior manager.

Job expectations include having an understanding of foundational operations and familiarity in a specific product line.

Key Functional Areas

• Perform US IRW Tax Withholding and Reporting function which includes but not limited reporting related to 1099, 1042, 1042S, and other outsourced functions.
• Coordinate globally with colleagues in GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Tax Policy & Global 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

• Resolves day‑to‑day problems and executes deliverables within the business unit.
• Applies knowledge of the end‑to‑end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines.
• Manages team workload and provides oversight and direction to the team.
• Evaluates efficiencies and identifies areas of improvement and growth to the overall process and implements process improvement opportunities.
• Maintains internal, operational, and financial controls and works within risk appetite of the business unit.

Managerial Responsibilities

• Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
• Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
• Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
• People Manager & Coach: Knows and develops team members through coaching and feedback.
• Financial Steward: Manages expenses and demonstrates an owner’s mindset.
• Enterprise Talent Leader: Recruits, on‑boards and develops talent, and supports talent mobility for career growth.
• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Required Skills

• Four or more years of experience delivering end‑to‑end tax reporting in support of Global Markets, Trade Finance, and Commercial Credit products, including complex transaction flows.
• Knowledge of U.S. Treasury regulations, including Chapters 3, 4, and 61, with demonstrated familiarity in information reporting requirements such as Forms 1099 and 1042‑S.
• Advanced working knowledge of Microsoft Office applications, with a strong emphasis on Excel for data analysis and reporting.
• 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 work both independently and collaboratively within cross‑functional teams.
• Highly organized with strong analytical capabilities and attention to detail across processes and deliverables.
• Excellent written and verbal communication skills, with the ability to clearly articulate issues, solutions, and status updates to stakeholders.
• 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.
• 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.

Skills

• Leadership Development
• Performance Management
• Process Management
• Process Performance Management
• Talent Development
• Account Management
• Client Management
• Customer Service Management
• Relationship Building
• Business Operations Management
• Policies, Procedures, and Guidelines
• Risk Management

Shift

1st shift (United States of America)

Hours Per Week

40