Operations Team Lead Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Operations-Team-Lead\_25028367) **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for overseeing the Operations team and ensuring they meet deadlines, execute, and coordinate tasks. Key responsibilities include supporting continuous business improvements, reviewing operations procedures, implementing changes, ensuring adherence to operations procedures, providing guidance to employees, handling exception requests, and referring more complex problems to a senior manager. Job expectations include having an awareness of foundational operations and familiarity in a specific product line. Tax Operations is responsible for the multiple tax related functions to support IRS and State regulatory required tax reporting and withholding payments primarily on behalf of Wealth Management Investment and retirement accounts. The Operations Team Lead is responsible for assisting in the supervision of associates within the Short form reporting team, located in Jacksonville. The team lead will have a strong ability to prioritize, complete tasks, think beyond a checklist, be flexible, able to shift priorities, and aspire to grow into a leadership role. This role supports the Short Form Reporting team and serves as liaison between internal units/departments to ensure tax form testing, production, filings, etc. are completed in a timely and efficient manner to mitigate risk and maximize the client experience. Additionally, the team lead serves as a point of contact for escalations and oversight of the day-to-day team functions. This role also supports annual reviews for Short Form Reporting related processes. Responsibilities may also include monitoring workflow and assisting with training. ****Mandatory overtime is required during tax season, which is generally January-April. This may include up to 6 day work weeks and an additional 1-2 hours daily M-F or on bank holidays based on business needs***** **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 **Required Skills:** § 1-2 years prior experience in the financial industry § Strong analytical and organizational skills § High attention to detail § Proficiency with Microsoft Office Applications-specifically Excel (vLookup, pivot tables, etc) § Ability to prioritize and handle multiple job-related duties efficiently while exercising sound judgment to ensure SLA and strict deadlines are met. § Exhibit professionalism in all situations § Strong written and verbal communication to tailor communications to audience, actively listen and follow-up with questions and updates to involved parties § Strong interpersonal skills and ability to work with other members of team to plan strategically to hit targets/timelines, as well as interact with others within the department, technology, internal and external operations § Problem Solving and Decision Making Skills: Thinking analytically, using diverse research skills, applying past experiences to problem resolution, developing resolutions, and delivering solutions to internal and external business partners § Team player with ability to work independently **Desired Skills:** • College degree preferred • Experience in Tax Reporting • Experience within Tax Operations • Reconciliation background is a plus **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 **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) . View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE . Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.