U.S. Tax Operations & Compliance Director

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

Job summary

BTG Pactual is seeking a U.S. Tax Operations & Compliance Associate Director in New York to own the operational tax framework, including client tax documentation, withholding configuration and information reporting for U.S. and non-U.S.

clients. The role requires handling complex withholding logic, regulatory reporting, and cross‑functional coordination with IT and business teams. The position emphasizes change-control governance, accuracy in withholding parameters, and experience with FATCA/CRS

Qualifications

• Bachelor's degree or equivalent in a related field.
• Proven expertise in U.S. withholding and information reporting.
• Experience with W-9/W-8 documentation and client/product matrix translation to withholding parameters.
• Working knowledge of FATCA and CRS, IGA Models 1 and 2, and due-diligence requirements.
• Strong analytical skills and attention to detail.

Responsibilities

• Define withholding rules for each product and client segment across multiple tax categories.
• Support IT configuration and maintenance of withholding parameters in core platforms.
• Own the change-control process for withholding logic and document rationale for parameters.
• Reconcile withheld amounts to deposited funds and manage remediation and set-off procedures.
• Review and validate Forms W-9 and W-8 series and related reporting.
• Determine Chapter 4 status and apply look-through to passive entities when applicable.
• Perform indicia searches, CRS residency determinations, and validation of tax IDs.
• Assess treaty claims and apply reduced treaty rates on a product-by-product basis.
• Oversee annual reporting calendar, TIN matching, and notices; manage external providers.

Skills

Withholding rules

Tax reporting

Stakeholder management

Analytical thinking

Project management

Independent work

Team collaboration

Education

Bachelor's in Accounting, Taxation, Finance or related field

CPA / JD / LLM preferred

Job description

BTG Pactual is seeking a U.S. Tax Operations & Compliance Associate Director in New York to own the operational tax framework, including client tax documentation, withholding configuration and information reporting for U.S. and non-U.S.

clients. The role requires handling complex withholding logic, regulatory reporting, and cross‑functional coordination with IT and business teams. The position emphasizes change-control governance, accuracy in withholding parameters, and experience with FATCA/CRS