Team Leader
Bank of America
Bank of America
Key Responsibilities
- Perform Tax Operations related tasks for BAU delivery.
- Collaborate with SMEs for knowledge transfer, process documentation, and control definition.
- Support testing and validation for system conversions.
- Create and publish MIS reports on exceptions, highlighting risks.
- Evaluate reports, identify improvement opportunities, and drive changes.
- Proactively communicate upcoming technology changes, deployment plans, and impact assessments.
- Act as a project coordinator for OpEx initiatives.
Requirements & Tech Stack
- Knowledge of Global Financial Markets and financial products (FX, Interest Rate, Equity, Commodity, Credit).
- Eye for detail and adherence to policy guidelines.
- Ability to understand and drive Front-to-Back Workflow and product/transaction life cycles.
- Proficient with numbers and Microsoft Excel.
- Effective communication skills for engaging with senior stakeholders.
- Excellent organizational skills to track multiple concurrent activities.
- Excellent stakeholder management (internal & external) across regions, functions, and lines of business.
- Keen learner and initiative-taker.
Qualifications
- Graduate in finance/related field.
Foundational Skills
- Experience in US / International Tax Operations.
- Experience with Tax form solicitation and Tax Documentation (W8/W9/FATCA/CRS Forms).
- Review of reference data changes with potential tax documentation impact.
- Validation of tax documentation against regulatory requirements.
- Experience with Withholding and Remittance calculations.
- Experience with Tax reporting (1099 and 1042 S).
- Eye for detail and adherence to policy guidelines.
- Ability to understand and drive Front-to-Back Workflow and product/transaction life cycles.
- Excellent stakeholder management (internal & external).
- Excellent verbal and written communication/presentation skills.
Desired Skills
- Project management skills.
Work Timings: Flexible to work in Shifts
Job Location: Chennai



