Tax Reporting Specialist - US (Tax Operations)

Location: New York, New York, United States

Company

hirify.global is a Latin American investment bank serving U.S. and non-U.S. clients through its U.S. entities.

What you will do

• Own the U.S. tax reporting and withholding lifecycle, including client documentation, product-level withholding rules, and reporting processes.
• Define and maintain withholding parameters for interest, dividends, substitute payments, partnership distributions, gross proceeds, FIRPTA, and intermediary payments.
• Support system configuration, business requirements, test cases, UAT sign-off, regression testing, and change control for withholding logic.
• Review and validate Forms W-9, W-8 series, Forms 1099, 1042, 1042-S, 945, 8966, CRS returns, and applicable state filings.
• Manage FATCA and CRS due diligence, GIIN/TIN validation, indicia curing, treaty claims, reporting calendars, corrections, and vendor outputs.
• Strengthen controls and audit readiness while partnering with Operations, KYC, Finance, Legal, Technology, business units, advisors, and service providers.

Requirements

• Bachelor’s degree in Accounting, Taxation, Finance, or a related field; CPA, JD, or LLM preferred.
• 4–7+ years of progressive experience in U.S. tax operations or compliance within a bank or global financial institution.
• Hands-on expertise in U.S. withholding and information reporting, including W-8/W-9 documentation and client/product withholding matrices.
• Working knowledge of FATCA, CRS, IGA Models 1 and 2, entity classification, due diligence, and Qualified Intermediary regimes.
• Experience with U.S. banking, custody, private banking, broker-dealer, corporate tax, partnership tax, or multi-state compliance is required or valuable.
• Strong analytical, communication, stakeholder management, prioritization, and problem-solving skills.

Nice to have

• Experience with QI/QDD regimes and Section 305(c) and 871(m) operational requirements.
• Familiarity with tax reporting systems and withholding engines.
• Project management and process improvement experience.
• Spanish and/or Portuguese language skills.

Culture & Benefits

• Meritocratic and entrepreneurial working environment.
• Opportunity to work on strategic tax operations and technology initiatives within a global financial institution.
• Collaboration with internal stakeholders, external advisors, and reporting providers.
• Responsibility for long-term initiatives alongside independent execution and multi-project management.