Sub Director | Tax Adviser for Financial Products

About the role

We are seeking a Sub Director – Tax Adviser to lead tax advisory and risk management for financial products. The professional will support business units by providing guidance on new transactions, regulatory changes, and tax calculations, ensuring compliance and optimal tax positioning.

Key responsibilities

• Provide tax advisory on new products, client enquiries, campaigns and emerging tax regulations.
• Design and execute comprehensive reviews of withholding tax and VAT calculations, identifying deviations and ensuring accuracy.
• Assess and monitor tax controls (2LOD) across lines of business, including withholding taxes, informative returns (interest, FATCA, CRS), tax receipts and related processes such as Repse, Carta Porte, CFDI.
• Raise, report and follow‑up on identified issues, coordinating remediation actions with functional and business owners and informing senior tax leadership.
• Collaborate with UK tax and risk teams to adopt global procedures, maintain the tax risk map for Mexico and implement governance to mitigate risk.
• Drive automation and process optimisation to reduce manual effort, accelerate issue identification and avoid penalties.
• Communicate tax risk findings to business stakeholders, support budgeting and prioritisation of remediation initiatives.

Required profile

• Extensive experience in tax advisory for financial products, preferably in a senior or sub‑director capacity.
• Strong understanding of Mexican tax regulations, including withholding tax, VAT, FATCA, CRS and electronic invoicing (CFDI).
• Proven ability to lead risk‑based reviews, manage cross‑functional projects and influence senior management.
• Excellent analytical skills with a focus on process automation and continuous improvement.

Required skills

• Withholding tax
• VAT
• FATCA
• CRS
• CFDI
• Tax risk management
• Process automation