Senior Project Manager-U.S. Tax Regulation
About The Position
This is a contractor role for a Senior Project Manager specializing in U.S. Tax Regulation within an Investment Bank. The position is hybrid, requiring 4 days onsite in New York, NY, for a duration of 9 months. The role involves leading end-to-end delivery of regulatory and strategic initiatives impacting US tax operational processes, managing the full project lifecycle, and coordinating across various departments including IT, Operations, Compliance, and US Corporate Tax/Finance. A key aspect of the role is conducting impact assessments, translating regulatory requirements into functional specifications, and ensuring alignment with enterprise architecture and data strategies. The project manager will also define and monitor delivery milestones, risks, and dependencies, and lead change management activities. A significant part of the work includes an Operating Model Review & Transformation, focusing on US withholding tax processes, identifying manual processes, gaps, risks, and pain points, and assessing alignment with US tax regulations and internal control standards. The role also involves evaluating process ownership, scalability, controls, KPIs, and governance, and developing recommendations for the target state operating model, presenting risks, trade-offs, and implementation considerations.
Requirements
- Mandatory 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
