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Lead Product Tax Advisor

SoFi

United States

$128,000 - $220,000 a year

RemoteFinanceSenior

Source checked 8 hours ago.

Posted 5 days ago.

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Who we are:

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.

Position Overview

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 (including FATCA, CRS, and US Chapter 3/4 withholding).
You will work closely with cross-functional teams—including Finance, Legal, Technology, and Operations—to ensure operational compliance, minimize exposure, and optimize tax processes.
You will work closely with the Business units on new product developments and advise them on the tax reporting

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