Tax Counsel - Information Reporting

Overview

This role will support overall compliance with information reporting and withholding tax rules (including FATCA, CRS, CARF, and 1099) across global products, processes, and procedures. The position involves working with cross-functional partners to assess new products and changes to existing products to determine the applicability of existing information reporting policies and the need for new policies. The role requires sound judgment to identify legal risk and recommend defensible positions.

Responsibilities

• Independently advise on complex tax issues affecting business operations, transactions, and strategic initiatives.
• Develop and document technical tax analyses supporting planning strategies, reporting positions, audit defense, and regulatory compliance.
• Partner with business units and Finance leadership to structure initiatives in a tax-efficient and compliant manner.
• Identify tax risk exposures and recommend mitigation strategies aligned with the organization’s overall risk tolerance.
• Coordinate with outside advisors when appropriate and manage discrete external engagements.
• May mentor junior attorneys or legal professionals and contribute to knowledge development within the tax function.

Minimum Qualifications

• 5+ years relevant tax experience and a Juris Doctor (JD) degree or foreign equivalent.
• Admission to practice law in at least one jurisdiction.
• Demonstrated ability to independently manage significant tax matters.

Preferred Qualifications / Additional Responsibilities

• Ensure compliance with global information reporting (IRS, FATCA, CRS, and CARF) requirements and electronic filings, including corrections and B-notices.
• Review and evaluate new or updated global products for their impact on global information reporting; advise product development partners of resulting policy requirements.
• Draft business requirement documents (such as one-pagers) to support product development functional specification documents.
• Draft and review contract language, user agreements, terms, and conditions specific to information reporting and withholding.
• Maintain strong partnerships with impacted business areas and processes affecting compliance for new global products (including cryptocurrency reporting).
• Support initiatives related to system development and remediation to ensure regulatory compliance, process improvements, and risk mitigation.

Travel

• 0%

Location

• Primary Location (Virtual): Northern California — Pay Range: $137,000.00 - $203,500.00 Annually
• Additional Locations:
  • San Jose, California — Pay Range: $143,500.00 - $212,850.00 Annually
  • New York City, New York — Pay Range: $143,500.00 - $212,850.00 Annually
  • Washington (Virtual) — Pay Range: $137,000.00 - $203,500.00 Annually
  • Washington DC, District of Columbia — Pay Range: $137,000.00 - $203,500.00 Annually
  • New York (Virtual) — Pay Range: $137,000.00 - $203,500.00 Annually

Compensation & Benefits

• Base pay will depend on location and relevant experience and expertise.
• Additional compensation may include an annual performance bonus, equity, or other incentive compensation, as applicable.
• Benefits include choice-based programs supporting physical, emotional, and financial wellbeing, generous paid time off, healthcare coverage for you and your family, and resources to support financial security and mental health.

Equal Employment Opportunity

The employer provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, pregnancy, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state, or local law. Reasonable accommodations are available for qualified individuals with disabilities.