Manager, Tax Information Reporting and Withholding Advisory

Overview

The organization is seeking a Tax Information Reporting and Withholding Advisory Manager to support end-to-end information reporting and withholding workstreams. This role sits at the intersection of tax advisory, product development, and operational execution, translating complex U.S. and global tax requirements into scalable processes and systems.

The tax team focuses on compliance across all jurisdictions where the organization operates, including building tax protocols for digital asset transactions. This role emphasizes strong advisory judgment and practical experience applying information reporting and withholding rules in fast-moving business environments.

Responsibilities

• Own end-to-end execution of key information reporting and withholding workstreams, including:
  • Reporting readiness
  • Withholding calculations
  • Reconciliations
  • Remittance support
  • Operational issue resolution
• Translate tax laws, regulations, and internal policy positions into clear business requirements, logic, and data specifications for technical and operational teams.
• Review product and process changes to identify tax impacts, define data capture needs, and ensure compliance requirements are addressed early in the development lifecycle.
• Partner with Tax, Product, Engineering, Operations, CX, and Finance to implement scalable processes supporting U.S. and global compliance.
• Lead the design and execution of user acceptance testing for tax-related features, workflows, and reporting outputs.
• Support tax audits, notices, and regulatory inquiries through timely data gathering, reconciliation, and documentation.

Requirements

• 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, including:
  • 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 to operationalize compliance.
• 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.
• Uses generative AI responsibly, maintaining human oversight to deliver business-ready outputs and drive measurable improvements in workflow efficiency, cost, and quality.

Preferred Qualifications

• Not specified.

Compensation & Benefits

• Annual base salary range (excluding equity and bonus): $166,345—$195,700 USD
• Total compensation may also include equity and bonus eligibility, and benefits (medical, dental, vision, 401(k)).

Location

• Remote-first role; remote-only is not required.
• Quarterly in-person working sessions (“surges”) are expected.

Additional Information

• Application limit: Candidates may submit a maximum of 3 applications within a 6-month period.
• Equal Opportunity Employer: The organization is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or genetic information. Applicants with criminal histories will be considered consistent with applicable federal, state, and local laws.
• US Applicants: View Employee Rights, Know Your Rights, and E-Verify Notice of Participation.
• Accommodations: If you are an individual with a disability who needs a reasonable accommodation, request accommodations through the accommodations process.
• Data Privacy & Arbitration: By submitting your application, you agree to the Candidate Privacy Notice. US applicants: By submitting your application, you agree to Arbitration of Disputes.