Senior U.S. Tax Operations & Withholding Specialist

BTGPactual International; New York (NY); On-site; USD 130,000 - 160,000; Full time

Job summary

BTG Pactual in New York seeks an Associate Director for U.S. Tax Operations, Withholding & Information Reporting to own the operational tax framework for U.S. and non-U.S. clients.

You will validate client tax documentation, configure withholding parameters, oversee Forms 1099 and 1042/1042-S, and ensure FATCA/CRS reporting. Collaboration with Operations, Onboarding, Finance, Legal and Technology is essential.

Qualifications

• Bachelor’s degree or equivalent in Accounting, Taxation, Finance or related field.
• Excellent written and verbal communications skills with stakeholders.
• Experience in U.S. tax operations or compliance is preferred.

Responsibilities

• Define the withholding rules applicable to each product and client segment.
• Configure withholding parameters in core systems and ensure accuracy.
• Own the change-control process for withholding logic and testing."
• Reconcile withheld amounts to deposits and manage remediation.
• Review W-9 and W-8 forms and related documentation.
• Determine FATCA/CRS status and apply look-through to entities.
• Support U.S. federal, state and local tax compliance and multi-state filings.
• Drive process improvement and tax technology adoption.

Skills

Communication skills

Analytical thinking

Project management

Collaboration

Education

Bachelor’s degree

Job description

BTG Pactual in New York seeks an Associate Director for U.S. Tax Operations, Withholding & Information Reporting to own the operational tax framework for U.S. and non-U.S. clients.

You will validate client tax documentation, configure withholding parameters, oversee Forms 1099 and 1042/1042-S, and ensure FATCA/CRS reporting. Collaboration with Operations, Onboarding, Finance, Legal and Technology is essential.