Lead Product Tax Advisor

SoFi Technologies
Charlotte, San Francisco, New York
Full timeUSD 128,000 - 220,000 annuallyFunction: Finance & AccountingExperience: 5+ yearsEducation: bachelorsSkills: ["Cross-functional communication","Stakeholder management","Analytical skills","Problem-solving","Attention to detail"]

Oversee and strengthen global tax compliance for domestic and cross-border tax information reporting and withholding. Serve as the subject-matter expert for US IRW rules and frameworks such as FATCA, CRS, and Chapter 3/4 withholding, advising product teams on reporting requirements for digital assets. Partner with Finance, Legal, Technology, and Operations to write BRDs, integrate tax APIs/engines, optimize onboarding and reporting workflows, and manage audit and regulatory inquiries.

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FursaFursa
SoFi Technologies
SoFi Technologies
3 days ago

Lead Product Tax Advisor

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Last checked: 10 hours agoStatus: Live

Job Summary

Oversee and strengthen global tax compliance for domestic and cross-border tax information reporting and withholding. Serve as the subject-matter expert for US IRW rules and frameworks such as FATCA, CRS, and Chapter 3/4 withholding, advising product teams on reporting requirements for digital assets. Partner with Finance, Legal, Technology, and Operations to write BRDs, integrate tax APIs/engines, optimize onboarding and reporting workflows, and manage audit and regulatory inquiries.
Location: Charlotte, San Francisco, New York
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Act as primary technical advisor on US information reporting and withholding rules (Forms 1099, 1042/1042-S, 8966) and global reporting frameworks (FATCA, CRS, CARF, DAC7 where applicable).
  • •Lead end-to-end collection, review, and validation of tax documentation (W-9, W-8 series, self-certifications) across clients, vendors, and counterparties.
  • •Ensure accurate calculation, withholding, and timely remittance of tax on US-source FDAP income and foreign partnership allocations.
  • •Manage annual preparation, reconciliation, and filing of tax information returns with the IRS and foreign tax authorities.
  • •Partner with IT and Operations to design, implement, and enhance automated workflows and operational processes for onboarding, withholding calculations, and regulatory reporting.

Pay and Benefits

Salary: USD 128,000 - 220,000 annually

Key Requirements

  • •Bachelor’s degree in Accounting, Finance, Business Administration, or a related field; J.D., LL.M. in Taxation, or a Master’s in Taxation strongly preferred.
  • •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, including backup withholding and OECD CRS.
  • •Deep understanding of cost-basis accounting, information reporting, and tax withholding for digital products, including state/international implications.
  • •CPA or Enrolled Agent (EA) designation preferred.
Experience:5+ yearsPublic accountingFinancial institutionCorporate taxTax information reportingTax withholdingFATCACRS
Education:Bachelor's in Accounting, Finance, Business Administration, or a related field
Skills:Cross-functional communicationStakeholder managementAnalytical skillsProblem-solvingAttention to detail
Certifications:CPAEnrolled Agent (EA)EA
Tech Stack:Tax APIsTax enginesSoftware engineering teams

Company Brief

SoFi Technologies
Provides digital financial services including lending, banking, investing, and credit products through a consumer-focused online platform. SoFi serves individuals looking to manage money, borrow, save, invest, and protect their finances in one place.
Industry: Neobanking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Francisco, United States
Founded: 2011
WebsiteLinkedIn