SoFi
Lead Product Tax Advisor
United States +1 · Full-time · Posted Sep 9, 2026
- Location
- United States
NY - New York City - Experience
- 5+ years of dedicated experience in tax information reporting and withholding.
- Education
- Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
About the job
Oversee SoFi’s domestic and international tax information reporting and withholding compliance, advising on products and improving related processes and systems.
What you'll do
- Advise on US and global tax reporting, withholding, and cross-border regulatory requirements, including digital asset reporting.
- Manage tax documentation, withholding and remittance, and preparation and filing of annual tax information returns.
- Improve operational workflows and automated systems; support audits, risk remediation, and regulatory policy updates.
What they ask for
- Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
- 5+ years of dedicated experience in tax information reporting and withholding within a public accounting firm, financial institution, or corporate tax department.
- Strong expertise in IRC Chapters 3, 4 (FATCA), and 61, backup withholding, and OECD Common Reporting Standard (CRS).
Nice to have
- J.D., LL.M. in Taxation, or Master’s in Taxation.
- CPA or Enrolled Agent (EA) designation.
Tools
Form 1099, 1042/1042-S, 8966, FATCA, CRS, CARF, DAC7, BRDs
Model-written summary · the original posting is authoritative