Senior Tax Manager

About the role

• This is a position with a high degree of autonomy within the company. You will serve as the primary internal tax manager, oversee external consultants, and work closely with the finance, legal, compliance, regulatory reporting, and headquarters teams.
• The role covers the entire spectrum of U.S. taxation, from compliance and fees to planning and transaction support.
• You will oversee U.S. tax matters related to the operation of a foreign banking organization, including compliance with regulations governing federal branches, governance reporting, and advisory support for affiliated entities.

Tasks

• Assume responsibility for tax compliance for U.S. federal branches and agencies, including compliance with federal, state, and local requirements.
• Management of filings for income tax and branch tax, withholding tax, branch assignments, and specific disclosures for financial institutions.
• ASC 740 Income Tax Accounting Guidance: Commissions, Deferred Taxes, Uncertain Tax Positions, and Disclosures in Financial Reports.
• Advice on new products, intra-group structures, cross-border transactions, and strategic restructurings.
• Assistance with tax matters for affiliated broker-dealers and regulated entities, as applicable.
• Maintaining the control framework and ensuring audit readiness.
• Managing relationships with external consultants and coordinating with headquarters regarding global tax policy and transfer pricing.

Requirements

• 7+ years of tax experience at banks, foreign banking organizations, broker-dealers, or regulated financial institutions.
• CPA, MST, JD, or an equivalent advanced tax qualification is preferred.
• Extensive expertise in U.S. federal and state taxation of financial institutions.
• Practical experience with ASC 740 in a complex or multinational environment.
• Previous in-house experience at a bank or a foreign bank branch is strongly preferred.
• Excellent judgment, communication, and stakeholder management skills.