Tax Senior Specialist (US operations)

Nubank•Miami, FL

22h•Hybrid

About The Position

Nu is one of the largest digital financial platforms in the world, with more than 127 million customers across Brazil, Mexico, and Colombia. Guided by our mission to fight complexity and empower people, we are redefining financial services in Latin America and this is still just the beginning of the purple future we're building. Listed on the New York Stock Exchange (NYSE: NU), we combine proprietary technology, data intelligence, and an efficient operating model to deliver financial products that are simple, accessible, and human. Our impact has been recognized by global rankings such as Time 100 Companies, Fast Company’s Most Innovative Companies, and Forbes World’s Best Bank. Visit our institutional page https://international.nubank.com.br/careers/ About the role At Nu, tax efficiency and compliance are not just obligations—they are pillars that support our ability to scale and innovate. As a Tax Specialist, your primary goal will be to ensure the Total Tax Integrity of our operations. You will have a direct impact on the P&L by ensuring that every tax is calculated with pinpoint accuracy, mitigating risks, and ensuring that Nu stays ahead of US tax requirements. Your role is fundamental to sustaining financial transparency for investors, auditors, and regulatory bodies. You'll be responsible for Your day-to-day will be defined by the dynamism of a complex financial operation. Your main challenges and activities will include: Full Compliance Cycle: Leading the calculation, accounting, and technical review of federal and state direct taxes (corporate income tax, including federal estimated payments and state apportionment) and also support on the management of indirect taxes (sales & use tax, excise tax, and other transaction-based levies across multiple jurisdictions) compliance managed by local external advisors. Tax Filing and Payment Management: Owning the end-to-end calendar of tax filing deadlines and payment obligations across all federal, state, and local jurisdictions — including the timely review of estimated tax payments (Form 1120-W), coordination/submission of extension requests, and final returns. Maintaining a centralized compliance calendar to proactively manage due dates, avoid penalties, and ensure accurate payment amounts are reconciled against the general ledger, along with the support of local external advisors.. High-Precision Financial Reporting: Preparing and reviewing footnote disclosures for Effective Tax Rate (ETR) reconciliation under ASC 740, as well as managing the movement and projection of deferred tax assets and liabilities, including valuation allowance assessments. Mastery of Ancillary Obligations: Guaranteeing the flawless delivery of complex filings such as the federal consolidated return (Form 1120), state and local income tax returns, information returns (Forms 5471, 8858, 8865), and FBAR/FATCA filings, ensuring that all reported data faithfully reflects the underlying accounting reality. Stakeholder and Audit Management: Acting as the focal point for federal and state tax examinations and audits (internal and external), defending the company's tax positions before the IRS and state revenue authorities, and maintaining the SOX (Sarbanes-Oxley Act) control environment. Transfer Pricing Coordination: Managing Transfer Pricing workflows in partnership with external advisors, ensuring that intercompany operations comply with OECD guidelines and US Treasury regulations (IRC §482), including the preparation and maintenance of contemporaneous documentation.

Requirements

Directly managed the bridge between book and taxable income under ASC 740, knowing how to explain rate variances, assess uncertain tax positions (ASC 740-10 / FIN 48), and project deferred tax assets and liabilities for SEC-reporting or audited companies.
Specific experience preparing and reviewing tax filings in a regulated financial services environment, including familiarity with bank-specific tax considerations (e.g., bad debt reserves, OID, original issue discount instruments) and information reporting obligations (Forms 1099, 1042, and FATCA/CRS).
Practical experience designing, executing, and reviewing tax-related internal controls under a SOX framework, ensuring the end-to-end tax process is auditable, well-documented, and free of material weaknesses or significant deficiencies.
Experience coordinating transfer pricing studies, preparing or reviewing IRC §482 contemporaneous documentation, and interfacing with external law firms and Big Four advisors for strategic and time-sensitive deliveries.
A solid degree in Accounting, Finance, Law, or a related field
CPA licensure strongly preferred.
Hands-on proficiency with tax compliance and provision software (e.g., Corptax, OneSource, or Bloomberg Tax)
Ability to leverage ERP systems (SAP, Oracle) and data tools to extract, reconcile, and analyze large volumes of tax-sensitive data.
Ability to identify P&L discrepancies and propose root-cause remediations
Leveraging AI-assisted data analysis tools to surface anomalies, run scenario models, and accelerate variance explanations at scale.
Proven ability to handle tight monthly closing schedules and simultaneous audits, using workflow automation and AI-powered task prioritization to manage competing deadlines without compromising accuracy.
Ability to translate complex tax themes for business and finance stakeholders
Ability to critically evaluate and refine AI-generated summaries, memos, and presentations before they reach senior audiences.

Nice To Haves

Prior experience in the banking or payments industry.
Experience with the implementation of tax automation tools, including AI-powered compliance platforms or machine learning-based transaction classification systems.
Familiarity with using large language models (e.g., Claude, ChatGPT) or AI coding assistants to streamline tax research, draft technical memos, or automate repetitive data preparation workflows.

Responsibilities

Leading the calculation, accounting, and technical review of federal and state direct taxes (corporate income tax, including federal estimated payments and state apportionment)
Support on the management of indirect taxes (sales & use tax, excise tax, and other transaction-based levies across multiple jurisdictions) compliance managed by local external advisors.
Owning the end-to-end calendar of tax filing deadlines and payment obligations across all federal, state, and local jurisdictions
Timely review of estimated tax payments (Form 1120-W), coordination/submission of extension requests, and final returns.
Maintaining a centralized compliance calendar to proactively manage due dates, avoid penalties, and ensure accurate payment amounts are reconciled against the general ledger, along with the support of local external advisors.
Preparing and reviewing footnote disclosures for Effective Tax Rate (ETR) reconciliation under ASC 740
Managing the movement and projection of deferred tax assets and liabilities, including valuation allowance assessments.
Guaranteeing the flawless delivery of complex filings such as the federal consolidated return (Form 1120), state and local income tax returns, information returns (Forms 5471, 8858, 8865), and FBAR/FATCA filings
Acting as the focal point for federal and state tax examinations and audits (internal and external)
Defending the company's tax positions before the IRS and state revenue authorities
Maintaining the SOX (Sarbanes-Oxley Act) control environment.
Managing Transfer Pricing workflows in partnership with external advisors
Ensuring that intercompany operations comply with OECD guidelines and US Treasury regulations (IRC §482)
Preparation and maintenance of contemporaneous documentation for transfer pricing.