U.S. Tax Operations & Compliance Associate Director

U.S. Tax Operations & Compliance

We are seeking an U.S. tax professional to support and manage the U.S. Tax Operations for our U.S. banking business. This role will be responsible for operational tax activities, end-to-end tax compliance, process controls, reporting, and stakeholder collaboration across tax, finance, legal, and business units. A strong grounding in U.S. corporate and partnership tax compliance and related operational frameworks is highly desirable.

U.S. Tax Operations & Compliance

• Support the operational execution and governance of U.S. federal, state, and local tax compliance processes, including preparation and review of tax filings and document submissions.
• Manage tax withholding, reporting, and documentation processes to ensure regulatory compliance and operational accuracy.
• Oversee internal controls, risk assessments, and tax operational workflows to support audit and regulatory readiness.

Tax Compliance

• Provide hands-on expertise in U.S. tax compliance, including preparation/oversight of corporate and partnership returns, K-1 allocations, and related reporting.
• Ensure compliance with tax rules and IRS obligations, including BEAT, CAMT, allocations, capital account maintenance, and partnership related computations
• Engage with different internal teams to gather information and analyze the related impacts from an U.S. tax standpoint.

Process Improvement & Tax Technology

• Identify opportunities to enhance tax operational efficiency through process improvements, automation, and adoption of tax technology tools.
• Support system upgrades, data integrity initiatives, and integration of tax workflows with broader finance and reporting systems.

Stakeholder Engagement

• Partner with internal teams across Finance, Legal, Compliance, and Business units to align tax operations with organizational objectives.
• Manage external vendors, tax service providers, and coordinate regulatory inquiries or examinations when necessary.

Reporting & Analysis

• Prepare and review tax data for internal reporting and external deliverables, including information returns and estimated tax payments.
• Conduct tax analytics and support financial reporting and provision processes as required.

Required Qualifications

• Bachelor's degree in Accounting, Taxation, Finance, or related field; advanced degree or tax certification (CPA / JD / LLM) preferred.
• 4-7+ years of progressive experience in U.S. tax operations or U.S. tax compliance roles, ideally in financial services, banking, or a regulated environment.
• Proven expertise in U.S. tax compliance and familiarity with corporate and partnership structures/tax issues.
• Strong understanding of U.S. federal and multi-state tax rules and compliance processes.
• Excellent analytical skills, attention to detail, and ability to navigate complex tax requirements.

Preferred Skills

• Prior experience within a U.S. bank and global financial institution's tax team.
• Experience with tax and reporting systems and workflow automation.
• Strong communication and stakeholder management skills across technical and non-technical audiences.
• Project support experience with the ability to drive process improvements.

What You'll Bring to the Team

• A proactive approach to tax operations and compliance excellence.
• The ability to apply tax expertise to real-world operational and reporting challenges.
• A commitment to quality, control, and continuous process enhancement in a dynamic regulatory environment.

By submitting this application, I agree to share the information above. Your information will only be used to evaluate the applicationprocess and talent database for BTG Pactual and its subsidiaries in accordance with our privacy policy.