U.S. Tax Operations Associate Director

BTG Pactual; New York, Northern (NY, KY); Hybrid; USD 130,000 - 160,000; Full time

Job summary

BTG Pactual is seeking an Associate Director for U.S. Tax Operations, Withholding & Information Reporting in New York. This role owns the operational tax framework including client tax documentation, withholding configuration, and information reporting for U.S.

and non-U.S. clients. You will validate documentation, configure withholding parameters in systems, and oversee Forms 1099/1042 filings, FATCA/CRS requirements, and multi-state tax compliance.

Qualifications

• Bachelor’s degree in Accounting, Taxation, Finance or related field.
• 4–7+ years of progressive experience in U.S. tax operations or compliance, in a bank.
• Proven ability to work autonomously and manage stakeholders.
• Demonstrated hands-on expertise in U.S. withholding and information reporting.
• Familiarity with FATCA and CRS, including IGA Models 1 and 2.

Responsibilities

• Define withholding rules for each product and client segment.
• Configure withholding parameters in core systems and platforms.
• Own the change-control process for withholding logic.
• Reconcile withheld amounts to deposits and manage remediation.
• Review W-9 and W-8 documentation and related statements.
• Support U.S. federal, state and local tax compliance.

Skills

Excellent written and verbal comms

Entrepreneurial spirit

Critical thinking

Project management

Stakeholder management

Sustainability passion

Education

Bachelor's degree in Accounting/Taxation/Finance or related

CPA/JD/LLM preferred

Job description

BTG Pactual is seeking an Associate Director for U.S. Tax Operations, Withholding & Information Reporting in New York. This role owns the operational tax framework including client tax documentation, withholding configuration, and information reporting for U.S.

and non-U.S. clients. You will validate documentation, configure withholding parameters in systems, and oversee Forms 1099/1042 filings, FATCA/CRS requirements, and multi-state tax compliance.