Lead Product Tax Advisor

The role

This person will oversee and strengthen the global tax compliance framework. They will serve as a subject matter expert on domestic and international tax information reporting and withholding obligations.

What you will do

• Serve as the primary technical advisor on US Information Reporting and Withholding rules and global regulatory reporting frameworks.
• Write business requirements 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 and enhance operational workflows and automated systems.
• Lead internal control assessments and respond to tax authority audits or inquiries.
• Monitor legislative and regulatory developments and update policies, SOPs, and employee training.

Required qualifications

• 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).

Nice to have

• J.D., LL.M. in Taxation, or Master’s in Taxation
• CPA or Enrolled Agent (EA) designation

About the company

SoFi is a next-generation financial services company and national bank using innovative, mobile-first technology to help its members reach their goals.