Senior Tax Manager

Tasks

This position involves serving as the primary internal tax lead, managing external advisors, and working closely with the Finance, Legal, Compliance, Regulatory Reporting, and Head Office teams. The role covers the full spectrum of U.S. tax matters, from compliance and accruals to planning and transaction support. Responsibilities include:

• Oversee tax compliance for U.S. federal branch and agency operations, including compliance with federal, state, and local regulations
• Management of tax returns related to income and franchise taxes, withholding taxes, branch allocations, and specific returns for financial institutions
• ASC 740 Income Tax Accounting: Commissions, Deferred Taxes, Uncertain Tax Positions, and Financial Reporting Disclosures
• Advice on new products, corporate structures, cross-border transactions, and strategic reorganizations
• Tax support for affiliated broker-dealers and regulated entities, as applicable
• Maintaining the tax control framework and ensuring audit readiness
• Managing relationships with external consultants and coordinating with the head office on global tax policy and transfer pricing

Requirements

The following requirements apply to this position:

• 7+ years of tax experience in the banking industry, at foreign banking organizations, broker-dealers, or regulated financial institutions
• CPA, MST, JD, or equivalent advanced tax qualification preferred
• Strong Directive on Federal and State Taxation of Financial Institutions in the U.S.
• Practical experience with ASC 740 in a complex or multinational environment
• Previous experience working in-house at a bank or at a foreign bank branch is strongly preferred
• Excellent judgment, communication, and stakeholder management skills

We offer

No information available.