Operations Team Lead

We need to output HTML fragment with sections: About the role? The description includes intro about Bank of America culture etc. That could be "About the role" or maybe "About the company". The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should include sections only when posting has real specific content. We have content for: About the role (intro paragraph about Bank of America purpose, culture, inclusive workplace, in-office expectations). Responsibilities: many bullet points. Requirements/Qualifications: maybe combine? There's "Required Skills" and "Desired Skills". Could treat as Skills section. Also "Shift" and "Hours Per Week" could go under Schedule? Actually schedule: shift and hours per week. So we can have Schedule section with that info. Pay: not mentioned, so omit. Benefits: not mentioned (though earlier intro mentions benefits generically but not specific). The instruction: do not create Benefits unless posting actually states them. The intro mentions "affordable, competitive and flexible benefits" but that's generic; maybe considered stating benefits? It says "supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits." That is a statement about benefits. Could include Benefits section with that sentence. However we need to avoid filler like "commensurate with experience". This is specific enough? It mentions affordable, competitive and flexible benefits. I'd include Benefits section with that sentence. We need to preserve all substantive information, not invent or summarize away detail. So we need to include all bullet points. We must not repeat job title as heading. No Job ID. We need to output only HTML fragment. Structure:

About the role

... intro paragraph(s) ...

Then

Responsibilities

• ... each responsibility ...

Then maybe

Skills

• ... required skills ...
• ... desired skills ...

but we could separate Required and Desired? The instruction says use Skills heading; we can list all skills under that. Then

Schedule

Shift: 1st shift (United States of America). Hours Per Week: 40.

Then

Benefits

... sentence about affordable, competitive and flexible benefits ...

We need to ensure we don't duplicate lines. The posting includes repeated sentences like "This position also requires overtime during tax season" appears earlier and later; we should include only once. Let's extract content. Intro paragraph: "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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!" Then job description paragraph: "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. Consumer Wealth Management Operations (WMO) Tax Reporting Operations (CWTO) is responsible for multiple tax related functions to support IRS and State regulatory required tax reporting, withholding payments, and cost basis updates, primarily on behalf of GWIM investment and retirement accounts. The Tax Operations Payments Team Lead is responsible for oversight and approval of Federal and State withholding payments to the Internal Revenue Service (IRS) and 43 various states for Retirement, Retail and Non-Resident accounts. The Team Lead must support the strategic growth of the team through analytical thinking, problem resolution, project management and process improvement. The role must be able to work overtime to support supervision of the team throughout tax season, which is generally highest January - April. The role will be responsible for overseeing the daily reconciliation and payment processes for $5B in tax withholding annually. Administers control reviews of all payment packets completed daily to ensure accuracy and timeliness, confirming and comparing system valuations through various system checks and balances according to strict daily deadlines to establish daily, weekly, quarterly and/or annual liability positions. Monitor and ensure the integrity of the withholding ledgers to remit accurate deposits in accordance with IRS and State Agency regulations as well as perform federal and state year-end tax reporting functions. Reviewing, researching and responding to escalated branch inquires in relation to withholding via email and/or ASAP and adhering to SLAs in place to meet specified standards. Review of new federal and/or state regulations to ensure compliance with both. Support year end reconciliation and tax withholding updates during tax season Support Process Management reviews within Single Process Inventory (SPI) Participate in Audit Reviews Review of all procedures in Global Policy Source and ensuring adherence by the team Coordinate training and work coverage for Payment associates as needed Provide coaching to Payment Associates This position also requires overtime during tax season" Then "Responsibilities:" list: - 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 Then "Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above." Then list of managerial responsibilities: - Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. - Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. - Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results. - Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. - People Manager & Coach: Knows and develops team members through coaching and feedback. - Financial Steward: Manages expenses and demonstrates an owner’s mindset. - Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. - Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. Then "Skills:" list: - 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 Then "Required Skills:" list: - 3-5 years Operations experience - Self-directed, analytical, detail oriented and thorough - Strong oral and written communication skills and ability to interact with management - Ability to manage multiple priorities to meet daily deliverables expected by clients and organization - Ability to work effectively in a team environment and motivate the team - Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate tasks - Strong metric reporting and analytical problem solving and decision making skills - Strong interpersonal skills and ability to collaborate across teams - Demonstrates initiative and a commitment to continuous learning - Proven effectiveness in a fast paced and demanding environment with an ability to work under pressure - Ability to analyze issues quickly and use sound judgement to identify solutions - Proficient in MS Office (Outlook, Excel, Word) Then "Desired Skills:" list: - College degree strongly preferred - Understanding of rules and regulations governing tax operations - Understanding of tax filing requirements and reporting - Track record for building strong partnerships both in and outside of line of business - GWIM experience Then "Shift: 1st shift (United States of America)" and "Hours Per Week: 40" We need to avoid duplication: The earlier paragraph mentions overtime etc; we already captured that. The "Responsibilities:" list includes some overlapping with earlier bullet points; we need to include all but avoid duplicate lines. Let's compile unique responsibilities. From earlier paragraph we have many responsibilities; we can list them as bullet points under Responsibilities. Then also include the "Responsibilities:" list items (some may overlap). We'll combine. Let's extract unique responsibilities: From paragraph: - overseeing the Operations team and ensuring they meet deadlines, execute, and coordinate tasks - supporting continuous business improvements - reviewing operations procedures - implementing changes - ensuring adherence to operations procedures - providing guidance to employees - handling exception requests - referring more complex problems to a senior manager - having an awareness of foundational operations and familiarity in a specific product line (job expectation) - oversight and approval of Federal and State withholding payments to the IRS and 43 various states for Retirement, Retail and Non-Resident accounts - support the strategic growth of the team through analytical thinking, problem resolution, project management and process improvement - work overtime to support supervision of the team throughout tax season (Jan-Apr) - overseeing the daily reconciliation and payment processes for $5B in tax withholding annually - administers control reviews of all payment packets completed daily to ensure accuracy and timeliness, confirming and comparing system valuations through various system checks and balances according to strict daily deadlines to establish daily, weekly, quarterly and/or annual liability positions - monitor and ensure the integrity of the withholding ledgers to remit accurate deposits in accordance with IRS and State Agency regulations as well as perform federal and state year-end tax reporting functions - reviewing, researching and responding to escalated branch inquires in relation to withholding via email and/or ASAP and adhering to SLAs in place to meet specified standards - review of new federal and/or state regulations to ensure compliance with both - support year end reconciliation and tax withholding updates during tax season - support Process Management reviews within Single Process Inventory (SPI) - participate in Audit Reviews - review of all procedures in Global Policy Source and ensuring adherence by the team - coordinate training and work coverage for Payment associates as needed - provide coaching to Payment Associates - (overtime during tax season) already mentioned. Now the "Responsibilities:" list: - 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 These are somewhat overlapping with earlier but we can keep them as separate bullet points; they are not exact duplicates but similar. We'll include them. Managerial responsibilities list (under Managerial Responsibilities) we can include as part of Responsibilities or maybe separate? The instruction says use headings for Responsibilities only; we could include managerial responsibilities under same Responsibilities section. That's fine. Thus Responsibilities section will have a long list. Now Skills section: combine Skills list, Required Skills, Desired Skills. We'll