Sr Operations Team Lead

Bank of America; New York (NY); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Annual discretionary plan

Industry-leading benefits

Job summary

Bank of America is seeking a Tax Operations Manager in Jacksonville to oversee the Operations team, ensuring deadlines are met, tasks are coordinated, and complex problems are resolved while following bank policies. The role focuses on end-to-end tax reporting for Global Markets, Trade Finance and Commercial Credit products.

The manager will supervise workload, drive process improvements, and maintain controls within risk tolerance, coordinating with GBAM Tax Change and GBAM Technology as part

Qualifications

• Five or more years of experience delivering end-to-end tax reporting for Global Markets, Trade Finance and Commercial Credit products.

Responsibilities

• Oversee the Operations team to meet deadlines, coordinate tasks and resolve complex problems.
• Ensure adherence to bank and regulatory policies when making decisions affecting operations and product lines.
• Manage team workload and provide oversight and direction to the team.
• Identify efficiencies and opportunities for process improvement and implement changes.
• Maintain internal, operational, and financial controls within risk appetite.
• Handle US IRW Tax Withholding and Reporting including 1099 and 1042 series.

Skills

Tax reporting

US tax regs

Excel/data analysis

Complex reconciliations

Multi-priority management

Cross-functional teamwork

Communication

Bachelor's degree or equivalent

Education

Bachelor's degree or equivalent

Tools

Microsoft Excel

Job description

Responsibilities

A key responsibility of the role is to oversee the Operations team, ensuring they meet deadlines, execute and coordinate tasks, and resolve complex problems while adhering to operational procedures.

• 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 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 the risk appetite of the business unit
• Performs US IRW Tax Withholding and Reporting functions, including reporting related to 1099, 1042, 1042S, and other outsourced functions
• Coordinates globally with colleagues in GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Tax Policy & Global Tax Compliance
• Services tax‑related client inquiries and escalations
• Drives tax initiatives and tax regulatory implementations in partnership with GBAM Tax Change & GBAM Technology

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

Other 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

Benefits

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group and the overall success of the Company.

This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off and resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.