Operations Lead

Bank of America

Operations Lead managing tax documentation validation, regulatory implementations, and escalations at Bank of America. Leading teams and improving controls, efficiency, and compliance across global operations.

Posted 8/19/2026full-timeNew York City • New York • 🇺🇸 United StatesSenior💰 $110,000 - $169,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in U.S. Treasury regulations and tax documentation validation, with strong analytical capabilities and a focus on compliance and operational efficiency. Proven ability to lead teams, manage complex issues, and drive tax initiatives while ensuring adherence to regulatory requirements.

Highest-signal resume keywords

U.S. Treasury RegulationsTax Documentation ValidationAnalytical CapabilitiesTeam LeadershipRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Documentation Validation RulesComplex ReconciliationsRegulatory Requirements InterpretationOperational Support ManagementProductivity Enhancement Procedures

Soft Skills

Interpersonal SkillsAttention to DetailWritten CommunicationVerbal CommunicationCoaching

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

GBAM Operations Tax & ControlGBAM Tax ChangeGBAM TechnologyGlobal Tax PolicyTax Compliance

About the role

Key responsibilities & impact

Oversee a unit or section within the bank’s internal operations
Lead a team performing U.S. and non-U.S. tax documentation validation functions
Ensure accuracy, compliance, and adherence to regulatory requirements
Coordinate globally with GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Tax Policy, and Tax 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 enhance productivity and efficiency and manage business change
Resolve broad and complex operational issues as an escalation point
Manage expenses, reporting, forecasting, compensation decisions, talent planning, and senior-level 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 impacting major corporate customer relationships
Champion inclusion, process and data management, enterprise communication, risk management, coaching, financial stewardship, talent development, and business outcomes

Requirements

What you’ll need

Deep understanding of U.S. Treasury regulations, including Chapters 3, 4, and 61
Expertise in tax documentation validation rules (CRS, Irish DIRT, W8, W9)
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
Knowledge of operations support management and expertise in functional areas gained through increasingly responsible management positions in operations
Ability to interpret relevant laws, rules, and regulations

Benefits

Comp & perks

Discretionary incentive eligible; eligible to participate in the annual discretionary plan
Benefits eligible
Paid time off
Resources and support for employees
Opportunities to learn, grow, and make an impact