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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in U.S. Tax Withholding and Reporting, including Forms 1099 and 1042-S, while effectively managing operations and driving tax initiatives. Exhibits strong analytical skills and the ability to coordinate with cross-functional teams to ensure compliance and accuracy in tax reporting.

Highest-signal resume keywords

US Tax Withholding And ReportingEnd-To-End Tax ReportingMicrosoft Excel For Data AnalysisKnowledge Of U.S. Treasury RegulationsComplex Reconciliation And Issue Resolution

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ReportingData AnalysisReconciliationInformation ReportingRegulatory Compliance

Soft Skills

Interpersonal SkillsOrganizational SkillsAnalytical SkillsCommunication SkillsCollaboration

Tools & Technologies

Microsoft Office

Industry Keywords

Global MarketsTrade FinanceCommercial CreditTax InitiativesCross-Functional Teams

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