Tax Senior Specialist (US operations)

Nubank•Miami, FL

1d•Hybrid

About The Position

Nu is seeking a Tax Senior Specialist for its US operations. This role is crucial for ensuring the Total Tax Integrity of Nu's operations, directly impacting the P&L by accurately calculating taxes, mitigating risks, and ensuring compliance with US tax requirements. The position is fundamental to maintaining financial transparency for investors, auditors, and regulatory bodies. The role involves managing the full compliance cycle for federal and state direct taxes, supporting indirect tax management, owning the tax filing and payment calendar, preparing high-precision financial reporting, managing ancillary tax obligations, handling stakeholder and audit management, and coordinating transfer pricing workflows.

Requirements

Directly managed the bridge between book and taxable income under ASC 740, including explaining rate variances, assessing uncertain tax positions (ASC 740-10 / FIN 48), and projecting deferred tax assets and liabilities for SEC-reporting or audited companies.
Specific experience preparing and reviewing tax filings in a regulated financial services environment.
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.
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.
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

CPA licensure strongly preferred.
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).
Supporting 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.
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 compliance with OECD guidelines and US Treasury regulations (IRC §482).
Preparing and maintaining contemporaneous documentation for transfer pricing.