Manager, Tax Information Reporting and Withholding Advisory

The role

The Tax Information Reporting and Withholding Advisory Manager translates complex U.S. and global tax requirements into scalable processes and systems. This role sits at the intersection of tax advisory, product development, and operational execution.

What you will do

• Own end-to-end execution of key information reporting and withholding workstreams
• Translate tax laws, regulations, and internal policy positions into business requirements and data specifications
• Review product and process changes to identify tax impacts and ensure compliance
• Partner with Tax, Product, Engineering, Operations, CX, and Finance to implement scalable processes
• Lead the design and execution of user acceptance testing for tax-related features
• Support tax audits, notices, and regulatory inquiries through data gathering and documentation

Required qualifications

• 8+ years of experience in information reporting and withholding within a bank, broker-dealer, fintech, technology company, Big 4, or similar advisory environment
• Deep working knowledge of U.S. information reporting and withholding regimes (Forms 1099, 1042-S, 1099-DA, backup withholding, NRA withholding)
• Familiarity with global regimes such as CRS and CARF
• Proven ability to draft business requirements, translate tax rules into implementable logic, and partner with engineering teams
• Advisory experience from a law firm, Big 4, accounting firm, or in-house tax function
• Ability to explain complex tax requirements clearly to both technical and non-technical audiences
• Utilizes generative AI responsibly

Benefits

• medical
• dental
• vision
• 401(k)
• equity
• bonus eligibility

Before you apply

• Candidates may submit a maximum of 3 applications within a 6-month period

About the company

Coinbase is a remote-first, but not remote-only company on a mission to increase economic freedom.