Senior Project Manager-U.S. Tax Regulation
sohodragon· Finance
About this role
CONTRACTOR - Senior Project Manager-U.S. Tax Regulation
Client: Investment Bank
Location: Hybrid-4 days onsite in New York, NY
Contract Duration: 9 months
RESPONSIBILITIES
- Lead end-to-end delivery of regulatory and strategic initiatives impacting US tax operational processes
- Manage full project lifecycle, including planning, execution, and delivery
- Coordinate across IT, Operations, Compliance, and US Corporate Tax/Finance teams
- Conduct impact assessments and translate regulatory requirements into functional specifications
- Ensure alignment with enterprise architecture and data strategies
- Define and monitor delivery milestones, risks, and dependencies
- Lead change management activities including communication, training, and adoption
Operating Model Review & Transformation
- Assess the current US withholding tax operating model
- Map end-to-end processes, roles, rules, and actual practices
- Identify reliance on manual processes and existing controls
- Identify gaps, risks, and pain points
- Diagnose operational and control risks, key dependencies, and single points of failure
- Assess alignment with US tax regulations and internal control standards
- Highlight issues across closing, trading support, tax operations, and finance
- Review process ownership and sustainability
- Evaluate ownership, handoffs, and timing of tax determination across teams
- Assess scalability and long-term viability
- Evaluate controls, KPIs, and governance
- Review control design and execution
- Assess oversight, escalation, and decision-making frameworks
- Develop operating model recommendations
- Define target state options across ownership, automation, and controls
- Present risks, trade-offs, and implementation considerations
- Differentiate short-term fixes vs. structural improvements
- Produce decision-ready deliverables
- Current state maps, gap and risk analysis, target operating models
- Executive summaries for senior management
Mandatory
- Experience in Financial Services (CIB / Banking environment)
- Strong Project Management and Change Management expertise
- Proven experience delivering regulatory or transformation programs
- Solid understanding of US tax frameworks:
- IRC Chapter 3 (NRA withholding)
- IRC Chapter 4 (FATCA)
- Treaty rate determination
- 1042 / 1042-S and 1099 reporting processes
- Hands-on experience with US withholding tax operations
- Ability to translate regulatory requirements into operational and system solutions
- Strong analytical and problem-solving skills
- Excellent stakeholder management and communication skills
- Experience with complex systems, data flows, and operational processes
- Leadership experience in cross-functional environments
- Experience reviewing or transforming end-to-end tax operating models
- Strong consulting and diagnostic capabilities:
- Conduct structured operational reviews
- Perform stakeholder interviews and facilitate workshops
- Present findings to senior management
Nice to have
- Background in banking, loan agency, custody, or structured finance operations
- Prior consulting or advisory experience in tax operations, operational risk, or regulatory change
- Experience with loan servicing systems (e.g., Loan IQ)
- Strong strategic and analytical thinking
- Adaptability and problem-solving mindset
- Strong collaboration and communication skills
- Change management expertise as an enabler of transformation
Frequently Asked Questions
Is the salary disclosed for the Senior Project Manager-U.S. Tax Regulation position at sohodragon?
The salary for this Senior Project Manager-U.S. Tax Regulation role at sohodragon is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Senior Project Manager-U.S. Tax Regulation position at sohodragon located?
This Senior Project Manager-U.S. Tax Regulation role at sohodragon is based in Hybrid, New York, New York, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Senior Project Manager-U.S. Tax Regulation role at sohodragon full-time or part-time?
This is listed as a Contractor position. It is posted as a Senior Project Manager-U.S. Tax Regulation role in the Finance department at sohodragon.
Which team or department does the Senior Project Manager-U.S. Tax Regulation at sohodragon belong to?
This Senior Project Manager-U.S. Tax Regulation position is part of the Finance department at sohodragon. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Senior Project Manager-U.S. Tax Regulation position at sohodragon?
Click the "Apply Now" button on this page. You will be redirected to sohodragon's official application portal hosted on bamboohr where you can submit your application directly.
When was the Senior Project Manager-U.S. Tax Regulation job at sohodragon posted?
This Senior Project Manager-U.S. Tax Regulation position at sohodragon was posted on May 22, 2026. Apply as soon as possible — early applications are often reviewed first.
Senior Project Manager-U.S. Tax Regulation
sohodragon
You'll be redirected to sohodragon's official application page on bamboohr.