SME Tax Senior Manager - Information Reporting and Withholding

Opportunity for Impact

As a Subject Matter Expert (SME) Tax & Information Reporting Manager, you’ll be a member of Taxbit's SME team. 

In this role, you will: 

• Provide technical US information reporting and withholding tax guidance under IRC Chapters 3, 4, and 61, DAC7, CRS, and CARF to the Engineering and Customer Operations teams at TaxBit 
• Ensure continued compliance with IRW requirements both internally and externally 
• Externally support responses to government notices, assessments, and requests for information
• Develop processes and procedures to ensure compliance with information reporting across geographies, product, and business lines
• Maintain partnerships with impacted business areas and related processes that impact compliance related to global information reporting
• Develop and oversee quality assurance measures to ensure accuracy of data submitted to customers and revenue authorities
• Support initiatives related to system development and remediation activities to ensure regulatory compliance, process improvements, and risk mitigation
• Work closely with the Implementation and Customer Success teams to support execution of our enterprise and public sector solutions
• Deliver amazing experiences to Taxbit partners and customers 
• Support critical client projects in automation and process improvement by leveraging TaxBit’s software solutions while defining business needs related to digital asset trading and transaction data across equities, commodities, fiat, cryptocurrency, etc.
• Track client projects, assess client data, and map solution architecture

The ideal candidate for this role is someone who can work with complex transactional data, manage projects from beginning to end, quickly learn new objectives, and problem-solve. Most importantly, you possess a do-whatever-it-takes mentality to ensure our clients have the best possible experience.

Role and Responsibilities

• Partner closely with the existing tax subject matter expert team, and external advisors to support the analysis of regulations, including CARF, CRS and FATCA. 
• Partner closely with Product and Engineering to translate regulatory requirements into clear product requirements, workflows, and controls
• Support go-to-market and post-sale teams by enabling client onboarding, implementation, and ongoing compliance outcomes
• Review and validate product features, reporting logic, and documentation to ensure regulatory accuracy and audit readiness
• Serve as an escalation point for complex tax questions arising from customers, or internal product and post-sale stakeholders
• Monitor regulatory changes and proactively assess operational and product impact, recommending updates as needed
• Contribute to internal enablement, training, and external thought leadership as a trusted tax expert
• Develop a deep understanding of our customers and their business, processes, and products through proactive communication and in depth discovery

Professional Qualifications

• 8-10 years of experience working in public accounting or industry with IRS rules, regulations, and guidance related to all types of information reporting and withholding 
• Knowledge of processes used to satisfy IRS reporting requirements
• Degree in accounting or law 
• CPA or JD certification
• Proficiency with Excel
• Exceptional organizational and management skills; ability to juggle multiple projects and reconcile disparate information

Personal Characteristics

• Critical thinker with strong analytical and problem-solving skills; high attention to detail and thoroughness in approach
• Team player who is eager to roll up their sleeves and contribute from day 1; brings a great attitude, work-ethic, and eagerness to learn and develop
• Ready to identify and perform job functions with minimal supervision
• Strong desire to keep up with emerging issues, news, and best practices within the industry
• Aptitude to learn new industry skill sets primarily digital assets, accounting, and finance

The base salary range for this role is $130,000 - $150,000. Certain roles may be eligible for incentive compensation, equity, and benefits. Actual compensation will vary depending on various job-related factors, including, but not limited to location, experience, level, and job qualifications.

Benefits & Perks

• Competitive cash compensation (based on experience)
• Equity (RSUs)
• Competitive benefits package
• A modern 401(k) plan that includes access to crypto, financial wellness benefits, low fees and more 
• Hybrid working model: 3 days in-office, 2 days WFH/flexible
• Monday team lunches, snacks and drinks 
• Discretionary Time Off - enjoy the flexibility to rest, refuel, and recharge 
• Paid parental leave to bond with your child 
• Fertility Benefit 
• Autonomous work and flexibility in how work is performed