首席产品税务顾问
Lead Product Tax Advisor
[**员工申请者隐私通知**](https://www.sofi.com/sofi-employee-applicant-privacy-notice/)
**关于我们：**
与我们一同塑造更光明的财务未来。
与我们的会员一起，我们正在改变人们思考和与个人财务互动的方式。
我们是一家新一代的金融服务公司和国家银行，利用创新的、以移动设备优先的技术，帮助数百万会员实现他们的目标。行业正在经历前所未有的变革，而我们正处于最前沿。我们自豪地每天来到工作岗位，因为我们知道我们的工作对人们的生活有直接影响，我们的核心价值观始终指引着我们每一步。**加入我们，投资你自己、你的职业生涯以及金融世界。**
#### **职位概述**
我们正在寻找一位经验丰富的**税务信息报告与代扣（IRW）顾问**，负责监督并加强我们的全球税务合规框架。在此职位上，您将作为国内和国际税务信息报告、代扣义务以及跨境监管框架（包括FATCA、CRS和美国第3/4章代扣）的专家。您将与跨职能团队（包括财务、法律、技术和运营）紧密合作，确保运营合规，降低风险，并优化税务流程。
您将与业务部门密切合作，参与新产品开发，并就税务报告要求提供建议，特别是与Digits资产报告相关的部分。
#### **主要职责**
- **专业领域知识：** 作为美国信息报告与代扣（IRW）规则（表格1099、1042/1042-S、8966）以及全球监管报告框架（FATCA、CRS、CARF和DAC7，适用时）的主要技术顾问。
- **技术能力：** 具备为软件工程团队编写业务需求文档（BRDs）的经验，并熟悉税务API或税务引擎。
- **领域知识：** 对成本基础会计、信息报告（表格1099 / 表格1042-S系列）、税务代扣以及数字产品的州级/国际税务影响有深入理解。
- **文件与入职管理：** 负责客户、供应商和交易对手的税务文件（表格W-9、W-8系列、自我证明）的收集、审查和验证流程。
- **代扣与支付：** 确保对美国来源的固定收入、确定性收入等的准确计算、代扣和及时支付。
查看英文原文
[**Employee Applicant Privacy Notice**](https://www.sofi.com/sofi-employee-applicant-privacy-notice/)
**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 requirements especially as it relates to Digits Assets reporting.
#### **Key Responsibilities**
- **Subject Matter Expertise:** Serve as the primary technical advisor on US Information Reporting and Withholding (IRW) rules (Form 1099, 1042/1042-S, 8966) as well as global regulatory reporting frameworks (FATCA, CRS, CARF, and DAC7 where applicable).
- **Technical Proficiency:** Experience writing business requirements (BRDs) for software engineering teams and working with tax APIs or tax engines.
- **Domain Knowledge:** Deep understanding of cost-basis accounting, information reporting (Form 1099 / Form 1042-S family), tax withholding, and state/international tax implications for digital products.
- **Documentation & Onboarding:** Oversee the collection, review, and validation process for tax documentation (Forms W-9, W-8 series, self-certifications) across clients, vendors, and counterparties.
- **Withholding & Remittance:** Ensure accurate calculation, withholding, and timely remittance of tax on US-source fixed, determinable, annual, or periodical (FDAP) income and foreign partnership allocations.
- **Annual Reporting:** Manage the end-to-end preparation, reconciliation, and filing of annual tax information returns with the IRS and foreign tax authorities.
- **Process & Technology Optimization:** Partner with IT and Operations to design, implement, and enhance operational workflows and automated systems for onboarding, withholding calculations, and regulatory reporting.
- **Audits & Risk Management:** Lead internal control assessments, respond to tax authority audits or inquiries, and manage risk remediation plans.
- **Policy & Advisory:** Monitor ongoing legislative and regulatory developments (including IRS updates and OECD guidance), assess business impact, and update policies, SOPs, and employee training accordingly.
#### **Qualifications & Experience**
- **Education:** Bachelor’s degree in Accounting, Finance, Business Administration, or a related field. J.D., LL.M. in Taxation, or Master’s in Taxation strongly preferred.
- **Certifications:** CPA or Enrolled Agent (EA) designation preferred.
- **Experience:** 5+ years of dedicated experience in tax information reporting and withholding within a public accounting firm, financial institution, or corporate tax department.
- **Technical Knowledge:** Strong expertise in IRC Chapters 3, 4 (FATCA), and 61, as well as Backup withholding and OECD Common Reporting Standard (CRS).
#### **Key Performance Indicators (KPIs)**
- **Reporting Accuracy:** 100% accuracy on customer tax document generation and regulatory filings.
- **On-Time Delivery:** Successful release of tax updates prior to statutory regulatory deadlines and tax seasons.
- **Audit Compliance:** Zero material penalty or deficiency findings from internal/external audits and tax authority inquiries.
#### **Key Competencies**
- Ability to translate complex tax regulations into practical operational requirements.
- Excellent cross-functional communication and stakeholder management abilities.
- Strong analytical and problem-solving skills with high attention to detail.
**Compensation and Benefits**
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our **[Benefits at SoFi](https://sofietyinfo.sofi.com/sofi-benefits)** page!
##### SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
##### The Company hires the best qualified candidate for the job, without regard to protected characteristics.
##### Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
##### [New York applicants: Notice of Employee Rights](https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf)
##### SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [accommodations@sofi.com.](mailto:accommodations@sofi.com)
##### We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico at this time.
**Internal Employees**
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.