BTG Pactual · 11 hours ago
U.S. Tax Operations & Partnership Compliance Associate Director
New York, NY
Full-time
Onsite
Mid, Senior Level, Lead/Staff
4+ years expBTG Pactual is seeking a U.S. tax professional to manage U.S. Tax Operations for their banking business. The role involves overseeing operational tax activities, compliance processes, and stakeholder collaboration across various departments.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Support the operational execution and governance of U.S. federal, state, and local tax compliance processes, including preparation and review of tax filings and document submissions
Manage tax withholding, reporting, and documentation processes to ensure regulatory compliance and operational accuracy
Oversee internal controls, risk assessments, and tax operational workflows to support audit and regulatory readiness
Provide hands-on expertise in U.S. partnership tax compliance, including preparation/oversight of partnership returns, K-1 allocations, and related reporting
Ensure compliance with partnership tax rules and IRS obligations, including allocation allocations, capital account maintenance, and partnership related computations
Engage with different internal teams to gather information and analyze the related impacts from an U.S. tax standpoint
Identify opportunities to enhance tax operational efficiency through process improvements, automation, and adoption of tax technology tools
Support system upgrades, data integrity initiatives, and integration of tax workflows with broader finance and reporting systems
Partner with internal teams across Finance, Legal, Compliance, and Business units to align tax operations with organizational objectives
Manage external vendors, tax service providers, and coordinate regulatory inquiries or examinations when necessary
Prepare and review tax data for internal reporting and external deliverables, including information returns and estimated tax payments
Conduct tax analytics and support financial reporting and provision processes as required
Qualification
Required
Bachelor's degree in Accounting, Taxation, Finance, or related field; advanced degree or tax certification (CPA / JD / LLM) preferred
4–7+ years of progressive experience in U.S. tax operations or U.S. tax compliance roles, ideally in financial services, banking, or a regulated environment
Proven expertise in U.S. partnership tax compliance and familiarity with partnership structures/tax issues
Strong understanding of U.S. federal and multi-state tax rules and compliance processes
Excellent analytical skills, attention to detail, and ability to navigate complex tax requirements
Preferred
Prior experience within a U.S. bank and global financial institution's tax team
Experience with tax and reporting systems (e.g., Corptax, OneSource, CCH Axcess) and workflow automation
Strong communication and stakeholder management skills across technical and non-technical audiences
Project support experience with the ability to drive process improvements
Company
BTG Pactual
BTG Pactual is a financial company that operates in the markets of investment banking, wealth management, and asset management.
5001-10000 employees
H1B Sponsorship
BTG Pactual has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2023 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$2.67BKey Investors
Asian Infrastructure Investment BankEuropean Investment Bank
2025-07-13Post Ipo Debt· $160M
2024-11-25Post Ipo Debt· $210M
2024-10-17Post Ipo Debt· $500M
Leadership Team
K
Kathleen Romagnano
President and CEO
Roberto Sallouti
CEO
Recent News
The Rio Times
2026-01-05
MarketScreener
2026-01-05
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