Senior Project Manager-U.S. Tax Regulation

SoHo Dragon•New York, NY

2d•Hybrid

About The Position

The Senior Project Manager will lead end-to-end delivery of regulatory and strategic initiatives impacting US tax operational processes. This role involves managing the full project lifecycle, from planning to execution and delivery, and coordinating efforts across IT, Operations, Compliance, and US Corporate Tax/Finance teams. The position requires conducting impact assessments, translating regulatory requirements into functional specifications, and ensuring alignment with enterprise architecture and data strategies. Key responsibilities include defining and monitoring delivery milestones, risks, and dependencies, as well as leading change management activities such as communication, training, and adoption.

Requirements

Experience in Financial Services (CIB / Banking environment)
Strong Project Management and Change Management expertise
Proven experience delivering regulatory or transformation programs
Solid understanding of US tax frameworks: IRC Chapter 3 (NRA withholding), IRC Chapter 4 (FATCA), Treaty rate determination, 1042 / 1042-S and 1099 reporting processes
Hands-on experience with US withholding tax operations
Ability to translate regulatory requirements into operational and system solutions
Strong analytical and problem-solving skills
Excellent stakeholder management and communication skills
Experience with complex systems, data flows, and operational processes
Leadership experience in cross-functional environments
Experience reviewing or transforming end-to-end tax operating models
Strong consulting and diagnostic capabilities: Conduct structured operational reviews, Perform stakeholder interviews and facilitate workshops, Present findings to senior management

Nice To Haves

Background in banking, loan agency, custody, or structured finance operations
Prior consulting or advisory experience in tax operations, operational risk, or regulatory change
Experience with loan servicing systems (e.g., Loan IQ)
Strong strategic and analytical thinking
Adaptability and problem-solving mindset
Strong collaboration and communication skills
Change management expertise as an enabler of transformation

Responsibilities

Lead end-to-end delivery of regulatory and strategic initiatives impacting US tax operational processes
Manage full project lifecycle, including planning, execution, and delivery
Coordinate across IT, Operations, Compliance, and US Corporate Tax/Finance teams
Conduct impact assessments and translate regulatory requirements into functional specifications
Ensure alignment with enterprise architecture and data strategies
Define and monitor delivery milestones, risks, and dependencies
Lead change management activities including communication, training, and adoption
Assess the current US withholding tax operating model
Map end-to-end processes, roles, rules, and actual practices
Identify reliance on manual processes and existing controls
Identify gaps, risks, and pain points
Diagnose operational and control risks, key dependencies, and single points of failure
Assess alignment with US tax regulations and internal control standards
Highlight issues across closing, trading support, tax operations, and finance
Review process ownership and sustainability
Evaluate ownership, handoffs, and timing of tax determination across teams
Assess scalability and long-term viability
Evaluate controls, KPIs, and governance
Review control design and execution
Assess oversight, escalation, and decision-making frameworks
Develop operating model recommendations
Define target state options across ownership, automation, and controls
Present risks, trade-offs, and implementation considerations
Differentiate short-term fixes vs. structural improvements
Produce decision-ready deliverables including current state maps, gap and risk analysis, target operating models, and executive summaries for senior management