Associate Director - Tax Reporting & Compliance
Core
Own U.S. federal tax reporting and compliance for a consolidated financial services group, including tax provision calculations, return filings, and international tax computations.
Role type
Associate Director, Tax Reporting & Compliance
Builds
Scalable tax function and public company reporting processes for a cloud-native clearing and custody platform
Domain
Financial Services / Capital Markets / US Federal Tax
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
US federal income tax compliance, ASC 740, FIN 48, tax provision calculations, outsourced compliance management, tax research, process improvement, project management
Preferred skills
Big 4 and in-house financial services experience, corporate and partnership tax, prime brokerage knowledge, tax provision software implementation, international tax concepts (GILTI, FDII, Transfer Pricing), FBAR/FATCA reporting
Technologies
OneSource, ERPs
Responsibilities
Prepare quarterly and annual US federal income tax provision calculations (ASC 740) for the consolidated group; Reconcile tax accounts including deferred tax assets/liabilities and uncertain tax positions (FIN 48); Own day-to-day management of outsourced federal compliance function and filing of US federal income tax returns; Work with international tax team on US international tax computations (GILTI, FDII, FTC, Subpart F) and cross-border tax planning; Monitor US federal and international tax developments and model financial reporting impact of law changes; Identify and implement automation and process improvements across federal tax reporting; Partner across Accounting, Legal, Treasury, Operations, and Engineering/IT on tax-related matters
Seniority
Senior, hands-on IC
