Associate Director, U.S. Tax Operations & Compliance

A leading global financial institution seeks an Associate Director of U.S. Tax Operations and Compliance for its New York office. The role oversees operational tax, regulatory reporting, controls, and cross‑functional collaboration. Strong U.S. corporate and partnership tax expertise is valued, with growth supported through training and flexible work. Ideal for someone who blends technical skill with stakeholder engagement and process improvement.

Key Responsibilities:
You would oversee operational tax activities across federal, state, and local levels, ensuring accurate filings, strong controls, and audit readiness. The role blends compliance execution, oversight, cross‑functional collaboration, and process improvement through technology. Success depends on sharp analytical skills, precise communication, and the ability to strengthen relationships across the organization.

• Supported federal, state, and local tax compliance through precise preparation and review of filings and documentation.
• Administered withholding, reporting, and documentation processes to meet all regulatory requirements on time.
• Oversaw internal controls, risk assessments, and tax operations to maintain audit readiness and regulatory alignment.
• Provided U.S. tax expertise across corporate and partnership returns, K‑1s, and complex IRS regulations.
• Drove process improvements by integrating automation, enhancing systems, and coordinating with external vendors and regulators.

Key Requirements:
You bring substantial experience from financial services or regulated banking, supported by strong academic credentials and a deep command of U.S. corporate and partnership tax rules. Your background with global institutions equips you to manage complex reporting systems, drive automation, and interpret intricate regulatory requirements with precision. Strong communication and collaborative skills enable you to align technical and non‑technical stakeholders while supporting organization‑wide improvements.

• Bachelor’s degree in Accounting, Taxation, Finance, or a related field, with CPA, JD, LLM, or an advanced degree strongly preferred.
• 4–7+ years of progressive U.S. tax operations or compliance experience, ideally within financial services or banking.
• Deep expertise in U.S. corporate and partnership tax compliance and strong knowledge of federal and multi‑state tax rules.
• Exceptional analytical precision, communication skills, and stakeholder management across technical and non‑technical groups.
• Experience in global financial institutions, tax technology, automation tools, and project-based process improvement.

What sets this company apart:

• This global financial institution stands out for its strong commitment to an inclusive culture that enables collaboration among talented professionals from diverse backgrounds.

What's Next:
If interested in this position, please get in touch with Robert Moseman at Robert.Moseman@robertwalters.com