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About the Role

BTG Pactual is seeking a U.S. Tax Operations & Compliance Associate Director to own the operational tax framework for client tax documentation, withholding configuration, and information reporting for U.S. and non-U.S. clients.

Responsibilities

Define withholding rules for various products and client segments, including interest, dividends, substitute payments, partnership distributions, gross proceeds, FIRPTA, OID, and payments to intermediaries.
Support IT in configuring and maintaining withholding parameters in core, custody, and payments platforms.
Own the change-control process for withholding logic, including business requirements, testing, and documentation.
Reconcile amounts withheld to amounts deposited and manage under- and over-withholding remediation.
Review and validate Forms W-9 and W-8 series, including withholding statements and allocation schedules.
Determine Chapter 4 status and apply look-through to controlling persons.
Perform U.S. indicia searches and CRS residency determinations, manage curing of indicia, and monitor documentation validity.
Assess treaty claims and apply reduced treaty rates.
Review the preparation and filing of various tax forms including 1099 series, 1042, 1042-S, 8966, CRS returns, 945, and state reporting.
Manage the annual reporting calendar, recipient statement delivery, corrections, extensions, TIN matching, and notice processes.
Oversee outsourced/vendor reporting providers and validate their output.
Support U.S. federal, state, and local tax compliance, including partnership compliance and multi-state filings.
Strengthen internal controls, risk assessments, procedure documentation, and audit readiness.
Drive process improvement and tax technology adoption.
Partner with internal stakeholders and external advisors.

Requirements

Excellent written and verbal communication skills.
Ability to interact effectively with internal and external stakeholders.
Creative, entrepreneurial spirit.
Ability to thrive in a meritocratic workplace.
Excellent critical thinking and problem-solving skills.
Ability to execute across a wide range of tasks.
Ability to work independently and within a team.
Ability to prioritize and manage multiple projects simultaneously.
Ability to deliver against workplans and timelines.
Bachelor's degree or equivalent.
Bachelor's degree in Accounting, Taxation, Finance or a related field.
4–7+ years of progressive experience in U.S. tax operations or compliance in a bank.
Proven ability to work autonomously and manage stakeholders.
Demonstrated, hands-on expertise in U.S. withholding and information reporting.
Proven ability to validate W-8 and W-9 documentation and translate into system withholding parameters.
Working knowledge of FATCA and CRS.
Excellent analytical skills and attention to detail.

Skills

U.S. withholding and information reporting
FATCA and CRS
W-8 and W-9 documentation validation
Tax reporting systems
Withholding engines
Project management
Process improvement
Communication
Stakeholder management
Analytical skills
Critical thinking
Problem solving

Location

New York

Work Type

Full-time

Experience Level

Associate Director
4-7+ years

Education Level

Bachelor's degree in Accounting, Taxation, Finance or a related field
CPA / JD / LLM preferred

About the Company

BTG Pactual is Latin America's leading investment bank.
Supports BTG Pactual, N.A. and affiliated U.S. entities.
Global financial institution serving both U.S. (W-9) and non-U.S. (W-8) clients.