Director of Financial Services Jobs in USA with Visa Sponsorship
Director of Financial Services roles qualify as specialty occupations under H-1B visa, requiring a bachelor's degree or higher in finance, accounting, economics, or a related field. Employers in banking, asset management, and corporate finance sponsor regularly, and the seniority of the title often strengthens the specialty occupation argument at filing.
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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 Director of Financial Services Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Director of Financial Services roles.
Get Access To All JobsTips for Finding Director of Financial Services Jobs
Align your credentials to specialty occupation standards
USCIS evaluates whether your degree directly relates to the duties of a Director of Financial Services. A finance, accounting, or economics degree strengthens your case; an unrelated degree requires documented coursework or progressive experience to close the gap.
Target employers with active LCA filing histories
Use Migrate Mate to find employers with verified H-1B LCA sponsorship history for financial services leadership roles. This filters out companies that say they sponsor but rarely follow through at the director level.
Verify prevailing wage tier before accepting an offer
Director-level roles typically map to Wage Level III or IV under DOL prevailing wage rules. Use OFLC Wage Search to confirm your offer meets the threshold for your metro area before the LCA is filed, since underpayment triggers a certification denial.
Prepare a detailed duties memo before the LCA stage
Financial services directors often oversee both strategic and operational functions. Document which duties require specialized financial knowledge, distinguishing them from general management, since USCIS scrutinizes whether a role genuinely needs a degree in a specific field.
Understand how EB-2 NIW applies at this seniority level
If your work in financial regulation, risk management, or capital markets has national-scale impact, a National Interest Waiver petition lets you self-petition without employer sponsorship, bypassing PERM labor certification entirely and removing employer dependency from your green card path.
Account for PERM timing when negotiating your start date
If your employer plans a PERM-based green card alongside H-1B sponsorship, the PERM labor certification process typically takes many months before an I-140 can be filed. Build that reality into your employment timeline so the two tracks don't collide.
Frequently Asked Questions
Does a Director of Financial Services role qualify as a specialty occupation for H-1B purposes?
Yes, in most cases. USCIS requires that the position normally requires at least a bachelor's degree in a directly related field such as finance, accounting, economics, or business administration. Because director-level financial services roles involve complex analysis, regulatory oversight, and strategic decision-making, they typically satisfy the specialty occupation standard, though employers should document the degree requirement clearly in the job description and LCA.
Which visa types are realistic for a Director of Financial Services seeking U.S. sponsorship?
H-1B is the most common path, covering specialty occupation roles and allowing dual intent toward a green card. Australian nationals can use the E-3 visa, which has no lottery and renews indefinitely. Canadian and Mexican nationals may qualify under TN visa if the role maps to an eligible USMCA profession such as Economist or Financial Analyst. For longer-term residency, EB-2 or EB-3 employment-based green cards are typical employer-sponsored options.
Where can I find Director of Financial Services jobs where employers are actively sponsoring visas?
Migrate Mate lists employers with verified sponsorship history for financial services leadership roles, so you can search by role and location without filtering through companies that don't sponsor at the director level.
Can a Director of Financial Services self-petition for a green card without employer sponsorship?
Yes, through the EB-2 National Interest Waiver. You'd need to show your work in financial services has substantial merit and national importance, that you're well-positioned to advance that work, and that waiving the job offer and PERM requirement benefits the U.S. Directors working in systemic risk, financial regulation, public finance, or underserved capital markets tend to build stronger NIW arguments than those in private wealth management.
What degree does a Director of Financial Services need to support an H-1B petition?
USCIS looks for a bachelor's degree or higher in a field directly related to the role's duties. Finance, accounting, economics, and business administration with a finance concentration are the strongest fits. An MBA with a finance focus is well-accepted at the director level. If your degree is in an unrelated field, relevant coursework, professional certifications like CFA or CPA, and progressive experience in financial services can support the specialty occupation argument, but the case requires more careful documentation.
What is the prevailing wage requirement for sponsored Director of Financial Services jobs?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.