Operations Lead
Core
Oversees a unit or section of the bank's internal operations, specifically leading tax documentation validation functions and managing complex operational issues for US and non-US tax compliance.
Role type
Senior Operations Lead (Tax Operations)
Builds
Tax documentation validation processes and operational efficiency for GBAM Operations Tax & Control
Domain
Banking / Financial Services / Tax Compliance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
U.S. Treasury regulations expertise, tax documentation validation rules (CRS, Irish DIRT, W8, W9), complex reconciliation, process management, expense management, talent planning, risk management
Preferred skills
Proactive innovation, cross-functional collaboration, change management, stakeholder influence, continuous improvement
Technologies
N/A
Responsibilities
Lead a team performing tax documentation validation; coordinate globally with tax and technology teams; service tax client inquiries and escalations; drive tax initiatives and regulatory implementations; manage business change and operational procedures; oversee expense management, reporting, and forecasting
Seniority
Senior, hands-on IC with management responsibilities
