US Tax Sr. Specialist

Nubank•Miami, FL

13d•Hybrid

About The Position

Nubank is establishing its presence in the US market with an operational C-corporation, tax filing obligations across 13+ states, a growing technology workforce, and a banking license on the horizon. This role is for a builder who will be the first internal Tax professional in the US, responsible for internalizing a function currently managed by external advisors. The individual will design the governance framework, establish controls, and define the future of US tax at Nubank. This role offers a unique combination of technical depth, structural authority, and the opportunity to significantly impact a company at a pivotal moment. It is ideal for a seasoned US tax professional who wants to build rather than just maintain. The day-to-day will be dynamic, reflecting a complex, fast-growing financial operation. Key challenges and activities will include building the internal US Tax Function by transitioning from an outsourced model to an internally governed one, establishing processes, controls, and documentation for federal and state tax compliance. The role involves leading the full compliance cycle for federal and state direct taxes, supporting indirect taxes, and managing the end-to-end calendar of tax filing deadlines and payment obligations. High-precision financial reporting, including ETR reconciliation under ASC 740 and managing deferred tax assets/liabilities, is crucial. The specialist will also handle ancillary obligations like consolidated returns, state/local income tax returns, information returns, and FBAR/FATCA filings. Stakeholder and audit management, including defending tax positions and maintaining SOX controls, will be key. Additionally, coordination of transfer pricing workflows and building the tax infrastructure for a regulated financial institution as Nubank progresses towards its banking license are important aspects of the role.

Requirements

Experience in Effective Tax Rate Reconciliation: 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.
Experience with Financial Institution Tax Compliance: 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).
Background in Internal Controls (SOX): 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.
Tax Project Management Capability: 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.
Education and Tools: 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) and the ability to leverage ERP systems (SAP, Oracle) and data tools to extract, reconcile, and analyze large volumes of tax-sensitive data.
Analytical Mindset: Ability to identify P&L discrepancies and propose root-cause remediations — including leveraging AI-assisted data analysis tools to surface anomalies, run scenario models, and accelerate variance explanations at scale.
Resilience and Execution Under Pressure: 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.
Clear and Influential Communication: Ability to translate complex tax themes for business and finance stakeholders — and 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

Building the Internal US Tax Function: Transitioning from a fully outsourced model to an internally governed function — establishing processes, controls, governance standards, and documentation frameworks for federal and state tax compliance from the ground up.
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 supporting the management of indirect taxes (sales & use tax, excise tax, and other transaction-based levies across multiple jurisdictions).
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 and 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.
High-Precision Financial Reporting: Preparing and reviewing footnote disclosures for Effective Tax Rate (ETR) reconciliation under ASC 740, and 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.
Banking Readiness: As Nubank progresses toward its US banking license, you will play a direct role in building the tax infrastructure required for a regulated financial institution — including bank-specific tax considerations, information reporting obligations, and the ICFR framework appropriate for a NYSE-listed bank.