Tax Reporting Specialist - US

BTGPactual International•New York, NY

18h•$130,000 - $160,000

About The Position

BTG Pactual is seeking a U.S. Tax Operations & Compliance Associate Director for its New York team, supporting BTG Pactual, N.A. and affiliated U.S. entities. The role owns the operational tax framework for client tax documentation, withholding configuration, and information reporting for a global financial institution serving U.S. and non-U.S. clients. The position is responsible for the bank’s tax reporting and withholding lifecycle, including validating client tax documentation; defining and configuring product-level withholding parameters in bank systems; reviewing preparation and filing of Forms 1099 and 1042/1042-S; and ensuring FATCA and CRS reporting obligations are met. It also supports U.S. federal, state, and local tax compliance, including partnership compliance, and works closely with Operations, Onboarding/KYC, Finance, Legal, Technology, business units, external advisers, and service providers.

Requirements

Bachelor’s degree in Accounting, Taxation, Finance, or a related field; CPA, JD, or LLM preferred.
4–7+ years of progressive U.S. tax operations or compliance experience in a bank.
Proven ability to work autonomously and manage stakeholders.
Hands-on expertise in U.S. withholding and information reporting.
Ability to validate W-8 and W-9 documentation and translate the resulting client/product matrix into system withholding parameters.
Working knowledge of FATCA and CRS, including IGA Models 1 and 2, entity classification, and due-diligence requirements.
Excellent analytical skills and attention to detail.
Excellent written and verbal communication skills and ability to interact effectively with internal and external stakeholders.
Creative, entrepreneurial approach and ability to thrive in a meritocratic workplace.
Strong critical-thinking and problem-solving skills.
Ability to execute across a wide range of tasks, including long-term strategic initiatives.
Ability to work independently and within a team, prioritize and manage multiple projects, and deliver against workplans and timelines.
Passion for sustainability, real assets investing, and development of innovative, high-impact natural climate solutions.

Nice To Haves

Experience in U.S. banking, custody, private banking, broker-dealer environments, or at a global financial institution.
Experience with Qualified Intermediary (QI) / QDD regimes and Section 305(c) / 871(m) operational requirements.
Familiarity with tax and reporting systems and withholding engines.
Strong stakeholder-management skills and comfort explaining withholding outcomes to front-office teams and clients.
Project-management and process-improvement experience.
Spanish and/or Portuguese language skills.
Experience with U.S. corporate and partnership federal and state tax compliance.

Responsibilities

Define withholding rules by product and client segment, including rules for interest, dividends and dividend equivalents, substitute payments, partnership distributions, gross proceeds, FIRPTA, original issue discount, intermediaries, and disregarded entities.
Support configuration and maintenance of withholding parameters in core, custody, and payments platforms, including income and exemption codes, statutory and treaty rates, backup withholding, presumption rules, and multi-layer withholding logic.
Own withholding-logic change control, including business requirements, test cases, UAT sign-off, regression testing, and documentation of parameter rationale.
Reconcile amounts withheld to amounts deposited through Form 1042, Form 945, and EFTPS, and manage under- and over-withholding remediation, reimbursements, and set-off procedures.
Review and validate Forms W-9 and W-8 series documentation, including withholding statements and allocation schedules for intermediaries and flow-through entities.
Determine Chapter 4 status and apply look-through to controlling persons of passive entities.
Perform U.S. indicia searches and CRS residency determinations; manage indicia curing, GIIN/TIN validation, documentation validity and expiration, and change-in-circumstances monitoring.
Assess treaty claims and limitation-on-benefits eligibility and apply reduced treaty rates by product.
Review preparation and filing of Forms 1099, 1042, 1042-S, 8966, CRS returns, Form 945, and applicable state reports.
Manage the annual reporting calendar, recipient statement delivery, corrections and amendments, extensions, IRS TIN matching, B-notice/C-notice processes, and penalty abatements.
Oversee outsourced and vendor reporting providers and validate their output before filing.
Support U.S. federal, state, and local tax compliance, including partnership returns, K-1 allocations, capital accounts, and multi-state filings.
Strengthen internal controls, risk assessments, procedure documentation, audit readiness, and support for IRS or QI-type examinations and responsible-officer certification requirements.
Drive process improvements and adoption of tax technology, including documentation validation tools, withholding engines, reporting platforms, and data-quality controls.
Partner with internal stakeholders, external advisers, and service providers.