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Operations Lead

Date Posted: Oct 06, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Port Charlotte, North Carolina, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Jan 07, 2027

Job Description

Overview

Overview In this role you will lead the US IRW Tax Withholding and Reporting function and partner across GBAM to ensure compliant, efficient tax reporting for Global Markets, Treasury, and Credit products. You will drive process improvements, manage large teams across sites, and oversee risk and controls in operations. The position sits at the intersection of tax policy, regulatory reporting, and client service, shaping how tax reporting supports business objectives. You will work with cross border colleagues to implement tax initiatives and respond to client inquiries, delivering accurate, timely results while supporting a culture of inclusion and continuous improvement. Compensation / BenefitsDiscretionary incentive eligibleBenefits eligibleIn-office culture with flexibility based on roleCompetitive and affordable benefitsPaid time off resources and supportCareer development opportunities ResponsibilitiesLead US IRW Tax Withholding and Reporting for Chapter 3, 4, 61; manage 1099, 1042, and 1042S statements for Global Markets, Treasury, and Credit productsCoordinate globally with GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Operations, Global Tax Policy & ComplianceAddress tax-related client inquiries and escalationsDrive tax regulatory initiatives and implementations in partnership with GBAM Tax Change & GBAM TechnologyDevelop and implement procedures to boost productivity and efficiency; manage business changeServe as escalation point for complex operational issuesOversee expense management, forecasting, and senior-level talent decisionsManage large teams across multiple sites/regions/product lines; support high-risk functions and major client relationships Key requirementsDeep understanding of U.S. Treasury regulations (Chapters 3, 4, and 61) with familiarity of Forms 1099, 1042-S, and 10425+ years of experience leading U.S. tax reporting operations for institutional clients across Global Markets, Trade & Credit, and Treasury productsProven ability to perform complex reconciliations and resolve issues analyticallyAbility to manage multiple priorities with accuracy in a dynamic environmentStrong interpersonal, written and verbal communication skills; stakeholder managementHighly organized with strong analytical capabilities and attention to detailBachelor's degree or equivalent work experience in a relevant fieldProactive approach to bringing new ideasAbility to collaborate across diverse viewpointsWillingness to challenge status quo and drive changeU.S. Treasury regulations (Chapters 3, 4, 61)Tax reporting for institutional clients (1099, 1042-S, 1042)Complex reconciliations and variance analysis

Key responsibilities

Not specified in the original listing.

Required skills

  • Banking & Financial Services

What the company offers

Not specified in the original listing.

Skills Required

Company Overview

Rolling Meadows, Illinois, United States of America

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