Green Card Director of Financial Services Jobs
Director of Financial Services roles attract EB-2 and EB-3 green card sponsorship from banks, asset managers, insurance firms, and financial holding companies that rely on PERM labor certification to permanently hire advanced-degree professionals. Per-country priority-date backlogs mean early sponsorship conversations matter, and Migrate Mate helps you identify employers with active green card sponsorship history.
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Get Access To All JobsLocation: New York, NY, United States
Date Posted: Nov 3, 2026
Director, Financial Services Tax (Asset Management)
About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action- and results-oriented professionals. We take a hands-on approach to solving our clients' problems and helping them reach their potential. A&M is different by design: we give people ownership and impact from day one, fuel development through real opportunity, and provide direct access to leaders who invest in our growth. Our culture celebrates independent thinkers and doers who positively impact clients and shape our industry. Guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity, our collaborative, globally minded environment is why our people love working at A&M.
The Team
A&M’s Tax Financial Services team specializes in providing tax support to private equity firms, asset managers, private credit lenders, real estate funds, hedge funds and global banks.
Our professionals have extensive experience supporting asset managers in the compliance and reporting of complex financial instruments and transactions, with a focus on partnership tax, investor reporting (including K‑1/K‑2/K‑3), and multi-jurisdictional filing requirements. We specialize in helping clients navigate evolving regulatory frameworks and manage tax compliance obligations across federal, state, and international regimes in a manner that is accurate, efficient, and aligned with investor expectations. Our team is committed to delivering exceptional value to our clients by understanding their unique needs and providing tailored tax solutions. By joining us, you will contribute to achieving our goals of excellence and client satisfaction, making a tangible impact within the organization and the industry at large.
How you will contribute
As a member of the Tax Financial Services team with a focus on asset management tax reporting, you will:
- Lead the execution and review of complex tax compliance and reporting engagements, including partnership and corporate filings and multinational tax reporting
- Advise on the tax implications of multi-tiered partnership and fund structures, including allocations, basis considerations, and structuring for tax efficiency
- Build relationships with clients by understanding their business, their unique circumstances, offering proactive support, and timely execution
- Manage engagement risk, including technical tax positions, compliance risks, and client delivery considerations, while overseeing staffing and financial performance for multiple engagements at once including billing, collections, profitability and project budgets
- Provide supportive leadership by providing development and career guidance through mentoring and performance feedback to your team. You will drive your team to stay up to date in tax law changes and apply the most current and innovative tax practices to create and sustain a respected reputation in the market
- Actively engage less experienced team members by leading regular training sessions
- Build relationships across Tax and the rest of A&M. Develop a deep understanding of the areas of expertise across the firm to present clients with opportunities for additional support
- Build, manage, direct and monitor multiple client engagement teams while maintaining active communication with clients to manage expectations and help ensure client satisfaction
- Actively pursue business development opportunities and prioritize where and how to source new relationships
- Regularly meet with contacts to discuss broad business issues and develop market insight into new opportunities regarding how Tax and A&M can help address their critical business issues
Qualifications
- CPA, JD (with bachelor’s and master’s degrees in accounting or tax, preferred)
- At least 7 years of relevant experience in partnership tax compliance, with a focus on asset managers, fund of funds, or financial services clients at a Big 4 firm, Big Law firm, or similar firm
- Solid understanding of partnership tax concepts, including allocations, capital accounts, and K‑1 reporting
- Familiarity with tax compliance software (e.g., OneSource, GoSystem, or similar) and ability to work with large, complex datasets
- Exposure to corporate tax concepts relevant to asset managers, including corporate blockers, and a general understanding of ASC 740 tax provisions (e.g., current vs. deferred taxes, uncertain tax positions) is preferred
- Familiarity with international tax reporting and foreign withholding regimes, including exposure to Sections 1441, 1442, and 1446, and related investor-level reporting considerations for non-U.S. partners
- Understanding of tax concepts relevant to asset managers, including Section 163(j) interest limitation rules and deal economics and tax distribution waterfalls
- Strong communication, presentation, and project management skills, with an interest in supporting business development efforts
- Strong sense of personal motivation as well as the ability to work with a team
- Ability to work effectively in a dynamic environment with evolving timelines and competing priorities
Your journey at A& M
At A&M, professional growth is tied directly to performance, not tenure. Our people take on meaningful, hands-on work supported by a performance development process that rewards contribution and fosters a culture of meritocracy. Stretch roles, evolving business needs, and firm growth create ongoing opportunities for ownership and building new skills, while direct access to senior leaders provides mentorship and real-time coaching along the way. We also prioritize your wellbeing through comprehensive benefits and resources. Together, these elements create an environment where high-performing professionals can continue to grow and advance from day one.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M’s benefits programs.
The salary range is $165,000 - $200,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
LI-NM1
Culture & Values
At Alvarez & Marsal, our core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity guide everything we do, shaping a culture rooted in entrepreneurship, impact, and integrity. We trust our people to take ownership early, contribute to meaningful challenges, and drive results that matter. We empower growth and champion diverse perspectives. Above all, we value doing the right thing. For those ready to roll up their sleeves, lead with integrity, and be difference makers, this is where it starts.
Equal Opportunity Employer
It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
Location: New York, NY, United States
Date Posted: Nov 3, 2026
Director, Financial Services Tax (Asset Management)
About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action- and results-oriented professionals. We take a hands-on approach to solving our clients' problems and helping them reach their potential. A&M is different by design: we give people ownership and impact from day one, fuel development through real opportunity, and provide direct access to leaders who invest in our growth. Our culture celebrates independent thinkers and doers who positively impact clients and shape our industry. Guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity, our collaborative, globally minded environment is why our people love working at A&M.
The Team
A&M’s Tax Financial Services team specializes in providing tax support to private equity firms, asset managers, private credit lenders, real estate funds, hedge funds and global banks.
Our professionals have extensive experience supporting asset managers in the compliance and reporting of complex financial instruments and transactions, with a focus on partnership tax, investor reporting (including K‑1/K‑2/K‑3), and multi-jurisdictional filing requirements. We specialize in helping clients navigate evolving regulatory frameworks and manage tax compliance obligations across federal, state, and international regimes in a manner that is accurate, efficient, and aligned with investor expectations. Our team is committed to delivering exceptional value to our clients by understanding their unique needs and providing tailored tax solutions. By joining us, you will contribute to achieving our goals of excellence and client satisfaction, making a tangible impact within the organization and the industry at large.
How you will contribute
As a member of the Tax Financial Services team with a focus on asset management tax reporting, you will:
- Lead the execution and review of complex tax compliance and reporting engagements, including partnership and corporate filings and multinational tax reporting
- Advise on the tax implications of multi-tiered partnership and fund structures, including allocations, basis considerations, and structuring for tax efficiency
- Build relationships with clients by understanding their business, their unique circumstances, offering proactive support, and timely execution
- Manage engagement risk, including technical tax positions, compliance risks, and client delivery considerations, while overseeing staffing and financial performance for multiple engagements at once including billing, collections, profitability and project budgets
- Provide supportive leadership by providing development and career guidance through mentoring and performance feedback to your team. You will drive your team to stay up to date in tax law changes and apply the most current and innovative tax practices to create and sustain a respected reputation in the market
- Actively engage less experienced team members by leading regular training sessions
- Build relationships across Tax and the rest of A&M. Develop a deep understanding of the areas of expertise across the firm to present clients with opportunities for additional support
- Build, manage, direct and monitor multiple client engagement teams while maintaining active communication with clients to manage expectations and help ensure client satisfaction
- Actively pursue business development opportunities and prioritize where and how to source new relationships
- Regularly meet with contacts to discuss broad business issues and develop market insight into new opportunities regarding how Tax and A&M can help address their critical business issues
Qualifications
- CPA, JD (with bachelor’s and master’s degrees in accounting or tax, preferred)
- At least 7 years of relevant experience in partnership tax compliance, with a focus on asset managers, fund of funds, or financial services clients at a Big 4 firm, Big Law firm, or similar firm
- Solid understanding of partnership tax concepts, including allocations, capital accounts, and K‑1 reporting
- Familiarity with tax compliance software (e.g., OneSource, GoSystem, or similar) and ability to work with large, complex datasets
- Exposure to corporate tax concepts relevant to asset managers, including corporate blockers, and a general understanding of ASC 740 tax provisions (e.g., current vs. deferred taxes, uncertain tax positions) is preferred
- Familiarity with international tax reporting and foreign withholding regimes, including exposure to Sections 1441, 1442, and 1446, and related investor-level reporting considerations for non-U.S. partners
- Understanding of tax concepts relevant to asset managers, including Section 163(j) interest limitation rules and deal economics and tax distribution waterfalls
- Strong communication, presentation, and project management skills, with an interest in supporting business development efforts
- Strong sense of personal motivation as well as the ability to work with a team
- Ability to work effectively in a dynamic environment with evolving timelines and competing priorities
Your journey at A& M
At A&M, professional growth is tied directly to performance, not tenure. Our people take on meaningful, hands-on work supported by a performance development process that rewards contribution and fosters a culture of meritocracy. Stretch roles, evolving business needs, and firm growth create ongoing opportunities for ownership and building new skills, while direct access to senior leaders provides mentorship and real-time coaching along the way. We also prioritize your wellbeing through comprehensive benefits and resources. Together, these elements create an environment where high-performing professionals can continue to grow and advance from day one.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M’s benefits programs.
The salary range is $165,000 - $200,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
LI-NM1
Culture & Values
At Alvarez & Marsal, our core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity guide everything we do, shaping a culture rooted in entrepreneurship, impact, and integrity. We trust our people to take ownership early, contribute to meaningful challenges, and drive results that matter. We empower growth and champion diverse perspectives. Above all, we value doing the right thing. For those ready to roll up their sleeves, lead with integrity, and be difference makers, this is where it starts.
Equal Opportunity Employer
It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
See all Green Card Director of Financial Services Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Director of Financial Services Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship in Director of Financial Services
Document your progressive financial leadership experience
Gather performance reviews, board presentations, and org charts showing your authority over budgets, teams, and regulatory compliance decisions. EB-2 requires an advanced degree or a bachelor's plus five years of progressive experience, and PERM audits scrutinize whether that progression is real.
Identify employers with PERM filing history
Use Migrate Mate to search Director of Financial Services roles at employers who have previously filed PERM applications. Employers with established green card sponsorship pipelines move faster and understand prevailing wage requirements, reducing delays in the recruitment phase.
Verify your prevailing wage tier before negotiations
Run your target city and job title through the OFLC Wage Search before discussing compensation. PERM requires your offered salary to meet the DOL-determined prevailing wage, so knowing your Level III or Level IV wage floor prevents offer letters that fail DOL review.
Review the O*NET occupation profile for your role
O*NET lists the specific duties and minimum requirements that DOL expects for Director of Financial Services positions. Aligning your resume and job description to that profile reduces the risk of PERM denial based on a mismatch between advertised duties and your actual background.
Clarify sponsorship intent during the offer stage
Ask directly whether the employer will file PERM immediately after hire or only after a trial period. Some financial firms delay sponsorship by one to two years, which matters enormously if you're a national of a high-demand country already watching a priority-date backlog grow.
Understand AC21 portability before you change employers
Once your I-485 has been pending for 180 days or more, you can move to a new Director of Financial Services role at a different employer without restarting the green card process, provided the new position is in the same or a similar occupation under USCIS guidelines.
Green Card Director of Financial Services: Frequently Asked Questions
Which green card category typically applies to a Director of Financial Services?
Most Director of Financial Services candidates qualify under EB-2, which covers roles requiring an advanced degree or a bachelor's degree plus five years of progressive experience. Candidates with only a bachelor's degree and two or more years of relevant experience may qualify under EB-3. The employer's PERM labor certification filing specifies which category applies, and your offered position's minimum requirements must match DOL standards.
How does green card sponsorship differ from H-1B sponsorship for this role?
Green card sponsorship leads to lawful permanent residence, not temporary status. The PERM process requires the employer to conduct a formal DOL-approved recruitment test to show no qualified U.S. workers are available, then file for a prevailing wage determination. After PERM certification, the employer files an I-140 immigrant petition with USCIS. Unlike H-1B visa, there is no lottery, but per-country annual limits mean nationals of high-demand countries can face significant priority-date backlogs before filing an I-485.
How do I find Director of Financial Services employers who actively sponsor green cards?
Migrate Mate lists employers with verified green card sponsorship history, searchable by role and location. This matters because most Director of Financial Services openings at large financial institutions don't advertise PERM sponsorship willingness upfront, and identifying companies with prior PERM filings saves you from wasted applications to employers who won't sponsor.
Can I change employers after my Director of Financial Services green card is in process?
Yes, under AC21 portability rules, once your I-485 adjustment of status application has been pending for 180 days or more, you can accept a Director of Financial Services role at a new employer in the same or a similar occupation without restarting the process. Separately, an approved I-140 petition's priority date can carry over to a new employer's I-140 filing, protecting your place in the queue even if the original sponsoring employer withdraws.
What makes the PERM recruitment test challenging for financial services employers?
DOL requires employers to run a specific set of recruitment steps, including print and online job postings, and to document that no minimally qualified U.S. workers applied and were rejected for unlawful reasons. For Director of Financial Services roles, employers must be careful that the minimum requirements listed in job ads match what DOL and USCIS consider standard for the position, since overstated requirements can trigger a PERM audit or denial.