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.
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.
- 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).
- 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.
- 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.
Skills Required
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field
- J.D., LL.M. in Taxation, or Master's in Taxation
- CPA or Enrolled Agent designation
- 5+ years of dedicated experience in tax information reporting and withholding
- Experience in a public accounting firm, financial institution, or corporate tax department
- Strong expertise in IRC Chapters 3, 4, and 61
- Strong expertise in backup withholding and OECD Common Reporting Standard
- Experience with Forms 1099, 1042, 1042-S, and 8966
- Experience with FATCA, CRS, CARF, and DAC7 reporting frameworks
- Experience writing business requirements for software engineering teams
- Experience working with tax APIs or tax engines
What the Team is Saying
SoFi Compensation & Benefits Highlights
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Healthcare Strength — Core coverage is described as comprehensive—medical, dental, and vision—along with company‑paid life and disability insurance, HSA/FSA options, and access to mental‑health support including therapy sessions and EAP resources. Materials also note heavily subsidized U.S. medical premiums and no‑cost digital mental‑health care.
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Parental & Family Support — Public benefits list up to 12 weeks of fully paid parental leave, plus fertility/adoption/surrogacy support, paid caregiver leave, and subsidized backup child/elder care. Pet insurance and related family‑oriented resources are also highlighted.
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Affordable Benefits — Benefits pages describe significantly subsidized medical coverage, 100% employer‑paid premiums for certain dental/vision plans, and employer HSA contributions on HDHP options. These features point to lower out‑of‑pocket costs for several core benefits.
SoFi Insights
What We Do
SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions. Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise, united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete, but can come together to create something truly unconventional in the world. For the last eight years, we’ve been charting this new path forward. We call it The SoFi Way. At SoFi, we don’t just talk about culture: we live it. The SoFi Way is how we show up every day, how we make decisions, and how we build for our members, clients, and each other.
Why Work With Us
Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative, mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
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SoFi Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!
