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Bank of America

Senior Operations Team Lead

Bank of America

Operations Team Lead overseeing tax reporting in compliance with U.S. regulations.

Posted 7/8/2026full-timeNew York City • New York • 🇺🇸 United StatesSenior💰 $63,000 - $124,300 per yearWebsite

About the role

Key responsibilities & impact
  • Overseeing the Operations team and ensuring they meet deadlines, execute, and coordinate tasks.
  • 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.
  • Performing US IRW Tax Withholding and Reporting function which includes but not limited reporting related to 1099, 1042, 1042S, and other outsourced functions.
  • Coordinating globally with colleagues in GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Tax Policy & Global Tax Compliance.
  • Servicing tax related client inquiries and escalations.
  • Driving tax initiatives and tax regulatory implementations in partnership with GBAM Tax Change & GBAM Technology.

Requirements

What you’ll need
  • 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.

Benefits

Comp & perks
  • Industry-leading benefits
  • Access to paid time off
  • Resources and support for employees

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
Tax ReportingData AnalysisReconciliationInformation ReportingRegulatory Compliance
Soft Skills
Interpersonal SkillsOrganizational SkillsAnalytical SkillsCommunication SkillsCollaboration