Tax Reporting Specialist (US Tax Operations)

Location: New York, New York, United States

Salary: USD 130,000–160,000 annually, depending on experience, qualifications, licenses, and seniority

Company

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

What you will do

• Own the U.S. tax reporting and withholding lifecycle across client documentation, product rules, system configuration, deposits, reconciliations, remediation, and reporting.
• Define and maintain withholding logic for interest, dividends, dividend equivalents, securities lending, partnership distributions, gross proceeds, FIRPTA, original issue discount, intermediaries, and disregarded entities.
• Lead change control, business requirements, test cases, UAT sign-off, regression testing, and documented rationale for withholding parameters.
• Validate W-9 and W-8 documentation, Chapter 4 classifications, FATCA and CRS due diligence, indicia curing, GIIN/TIN validation, treaty claims, and limitation-on-benefits eligibility.
• Review Forms 1099, 1042/1042-S, 8966, CRS returns, Form 945, and applicable state reporting; manage calendars, corrections, notices, extensions, and vendor output.
• Support federal, state, local, corporate, and partnership tax compliance while strengthening controls, audit readiness, tax technology, and examination support.

Requirements

• Bachelor’s degree in Accounting, Taxation, Finance, or a related field; CPA, JD, or LLM preferred.
• 4–7+ years of progressive U.S. tax operations or compliance experience in a bank.
• Hands-on expertise in U.S. withholding and information reporting, including the ability to validate W-8/W-9 documentation and translate client/product matrices into system parameters.
• Working knowledge of FATCA and CRS, including IGA Models 1 and 2, entity classification, and due-diligence requirements.
• Excellent analytical, critical-thinking, problem-solving, communication, and attention-to-detail skills.
• Ability to work autonomously and collaboratively, prioritize multiple projects, manage stakeholders, and deliver against workplans and timelines.
• Bachelor’s degree or equivalent; ability to execute both strategic initiatives and a broad range of operational tasks.
• Creative, entrepreneurial approach and ability to thrive in a meritocratic workplace.
• Passion for sustainability, real-assets investing, and innovative, high-impact natural climate solutions.

Nice to have

• Experience in U.S. banking, custody, private banking, broker-dealer, or global financial institution environments.
• Experience with Qualified Intermediary/QDD regimes and Section 305(c) and 871(m) operational requirements.
• Familiarity with tax reporting systems and withholding engines, plus project management and process improvement experience.
• Experience explaining withholding outcomes to front-office teams and clients.
• Experience with U.S. corporate and partnership federal and state tax compliance.
• Spanish and/or Portuguese language skills.

Culture & Benefits

• Entrepreneurial, performance-driven, collaborative, and inclusive work environment.
• Long-term career development potential.
• Work with internal stakeholders, clients, partners, external advisors, service providers, Operations, Onboarding/KYC, Finance, Legal, Technology, and business units.