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About the Role
We are seeking an experienced Tax Information Reporting & Withholding (IRW) Advisor to oversee and strengthen our global tax compliance framework. In this role, you will serve as the subject matter expert on domestic and international tax information reporting, withholding obligations, and cross-border regulatory frameworks. You will work closely with cross-functional teams to ensure operational compliance, minimize exposure, and optimize tax processes. You will also advise on tax reporting requirements for new product developments, especially concerning Digital Assets.
Responsibilities
- Serve as the primary technical advisor on US Information Reporting and Withholding (IRW) rules and global regulatory reporting frameworks.
- Write business requirements (BRDs) for software engineering teams and work with tax APIs or tax engines.
- Oversee the collection, review, and validation process for tax documentation.
- Ensure accurate calculation, withholding, and timely remittance of tax on US-source income and foreign partnership allocations.
- Manage the end-to-end preparation, reconciliation, and filing of annual tax information returns.
- Partner with IT and Operations to design, implement, and enhance operational workflows and automated systems.
- Lead internal control assessments, respond to tax authority audits or inquiries, and manage risk remediation plans.
- Monitor legislative and regulatory developments, assess business impact, and update policies, SOPs, and employee training.
Requirements
- Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
- 5+ years of dedicated experience in tax information reporting and withholding within a public accounting firm, financial institution, or corporate tax department.
- Strong expertise in IRC Chapters 3, 4 (FATCA), and 61, as well as Backup withholding and OECD Common Reporting Standard (CRS).
- Ability to translate complex tax regulations into practical operational requirements.
- Excellent cross-functional communication and stakeholder management abilities.
- Strong analytical and problem-solving skills with high attention to detail.
Skills
- US Information Reporting and Withholding (IRW) rules
- FATCA
- CRS
- CARF
- DAC7
- Form 1099
- Form 1042/1042-S
- Form 8966
- Business Requirements Documents (BRDs)
- Tax APIs
- Tax engines
- Cost-basis accounting
- Tax withholding
- Digital products tax implications
- Forms W-9
- W-8 series
- Self-certifications
- US-source fixed, determinable, annual, or periodical (FDAP) income
- Foreign partnership allocations
- IRS filings
- Foreign tax authority filings
- Operational workflows
- Automated systems
- Internal control assessments
- Tax authority audits
- Risk management
- Policy updates
- SOPs
- Employee training
- IRC Chapters 3, 4 (FATCA), and 61
- Backup withholding
- OECD Common Reporting Standard (CRS)
Location
- Remote (excluding Hawaii, Alaska or Puerto Rico)
Work Type
- Full-time
Experience Level
- 5+ years
Education Level
- Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
- J.D., LL.M. in Taxation, or Master’s in Taxation strongly preferred.
- CPA or Enrolled Agent (EA) designation preferred.
Benefits
- Comprehensive and competitive benefits
About the Company
- Shape a brighter financial future with us.
- Together with our members, we’re changing the way people think about and interact with personal finance.
- We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals.
- The industry is going through an unprecedented transformation, and we’re at the forefront.
- We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way.
- Join us to invest in yourself, your career, and the financial world.
Equal Opportunity
- SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
- The Company hires the best qualified candidate for the job, without regard to protected characteristics.
- Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
- New York applicants: Notice of Employee Rights
- SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.