Manager, Tax Information Reporting and Withholding Advisory

Overview

This role is part of the Tax Information Reporting and Withholding advisory team, focused on translating U.S. and global tax requirements into scalable processes and systems. The position 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, and 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 (Forms 1099, 1042-S, 1099-DA, backup withholding, NRA withholding), with 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, with the 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

• None specified.

Compensation & Benefits

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

Location

Remote-first (remote-only not required). Quarterly in-person working sessions are expected.

Application & Additional Notices

• Application limit: Candidates may submit a maximum of 3 applications within a 6-month period.
• Equal opportunity employer.
• Accommodations: If you need a reasonable accommodation due to a disability, submit your request according to the employer’s process.