Tax Operations Lead: Process & People Champion

National Black MBA Association; Jacksonville, Northern (FL, KY); Hybrid; USD 75,000 - 95,000; Full time

Job summary

Bank of America is seeking a Tax Operations Team Lead within Consumer Wealth Management Operations (CWMO). You will oversee the Tax Reporting Operations team, ensuring accurate withholding payments to IRS and state agencies, annual reconciliation, and adherence to regulatory requirements.

The role requires experience in tax operations and strong leadership to support tax season workloads. You will collaborate across teams, monitor SLAs, and drive process improvements while coaching Payment

Qualifications

• 3-5 years Operations experience.
• Strong oral and written communication skills and ability to interact with management.
• Ability to manage multiple priorities to meet daily deliverables.
• Ability to work effectively in a team environment and motivate the team.

Responsibilities

• Resolves day-to-day problems and executes deliverables within the business unit.
• Provides functional expertise knowledge to projects or initiatives relating to the business unit.
• Manages team workload and provides general oversight and direction to team.
• Maintains internal, operational, and financial controls and works within risk appetite of the business unit.
• Reviews processes to ensure they are efficient and implements process improvement opportunities.

Skills

Attention to Detail

Collaboration

Customer Service Management

Customer and Client Focus

Fraud Management

Active Listening

Administrative Services

Business Operations Management

Data Collection and Entry

Quality Assurance

Client Management

Coaching

Performance Management

Education

College degree strongly preferred

Tools

MS Office (Outlook, Excel, Word)

Job description

Bank of America is seeking a Tax Operations Team Lead within Consumer Wealth Management Operations (CWMO). You will oversee the Tax Reporting Operations team, ensuring accurate withholding payments to IRS and state agencies, annual reconciliation, and adherence to regulatory requirements.

The role requires experience in tax operations and strong leadership to support tax season workloads. You will collaborate across teams, monitor SLAs, and drive process improvements while coaching Payment