Global Payroll Tax Specialist

The Role:

SoFi is seeking a detail-oriented and proactive Global Payroll Tax Specialist to support our expanding business. This role is essential in ensuring payroll tax compliance and reporting across multiple jurisdictions. The ideal candidate will possess a keen willingness to learn, a problem-solving mindset, attention to detail, and a strong desire to improve our end-to-end payroll processes.

What You’ll Do:

• Equity Processing: Handle equity payroll tasks, including pre-payments and reversals, research, and resolution of tax variances.
• Tax Filing Review: Review and analyze monthly, quarterly, and annual tax filings related to payroll and equity payroll processing.
• Research and Amendments: Conduct research and evaluate amendments to tax filings as required.
• SOX Compliance: Ensure all reconciliations are documented properly to maintain SOX compliance.
• Payroll Data Processing: Oversee the processing of all equity payroll data and ensure accurate tax withholding.
• Tax Return Oversight: Work with third-party vendors to ensure timely and accurate federal, state, and local withholding and unemployment tax returns.
• Tax Deposits: Ensure payroll tax deposits and returns are completed in compliance with federal, state, and local tax laws.
• Tax Law Research: Stay current on changes in tax laws, ensuring that tax issues affecting the company are understood and addressed.
• Agency Notices: Respond to agency notices, preparing necessary documentation and correspondence.
• Reporting: Produce reports to prevent and detect issues that could affect payroll tax compliance.
• Additional Duties: Take on other responsibilities as required to support the payroll team.

What You’ll Need:

• Bachelor’s degree and a minimum of 2 years of progressive experience in a multi-state payroll function.
• At least 2 years of experience in global equity payroll processing.
• Knowledge of various equity award types (ISO, NSO, RSU, LTI Cash, ESPP, etc.) and related global taxation.
• Solid understanding of U.S. Payroll laws, regulations, and requirements.
• Experience with Workday Payroll is highly preferred.
• Advanced proficiency with G-Suite and Excel.
• Proven ability to meet deadlines and prioritize tasks.
• Ability to thrive in a highly collaborative environment.
• Strong customer service skills, with the ability to effectively handle and resolve employee inquiries and issues.
• Excellent verbal, written, analytical, organizational, and problem-solving skills.
• Must demonstrate attention to detail, organizational skills, and consistent follow-through.

Ability to partner with cross-functional teams, including Equity, HR, Legal, and Tax.