Global Tax Info & Withholding Lead

SoFi; Jacksonville (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

SoFi is seeking an experienced Tax Information Reporting & Withholding Advisor to strengthen our global tax compliance framework. You will be the subject matter expert on domestic and international reporting, withholding obligations, and cross-border regulatory frameworks, including FATCA, CRS and US Chapter 3/4 withholding.

You will collaborate with Finance, Legal, Technology and Operations to optimize tax processes and support new product developments, particularly in relation to Digits Assets

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field; JD/LLM/MTax preferred.
• CPA or EA designation preferred.
• 5+ years of factual tax information reporting and withholding experience.

Responsibilities

• Oversee US information reporting and withholding rules (1099, 1042/1042-S, 8966) and global frameworks (FATCA, CRS).
• Draft BRDs for software engineering teams; work with tax APIs and engines.
• Review tax documentation across clients, vendors, and counterparties (W-9, W-8).
• Ensure accurate withholding and remittance of FDAP income; manage annual filings with IRS and foreign authorities.
• Collaborate with IT and Operations to automate onboarding, withholding, and reporting workflows.
• Lead audits and manage risk remediation; respond to inquiries from tax authorities.
• Monitor IRS updates and OECD guidance; update policies and training.

Skills

Subject Matter Expertise

Technical Proficiency

Domain Knowledge

Documentation & Onboarding

Withholding & Remittance

Annual Reporting

Process & Technology Optimization

Audits & Risk Management

Policy & Advisory

Education

Bachelor’s degree in Accounting

J.D., LL.M. in Taxation

Master’s in Taxation

CPA or Enrolled Agent (EA) designation

Tools

Tax APIs

Tax engines

Job description

SoFi is seeking an experienced Tax Information Reporting & Withholding Advisor to strengthen our global tax compliance framework. You will be the subject matter expert on domestic and international reporting, withholding obligations, and cross-border regulatory frameworks, including FATCA, CRS and US Chapter 3/4 withholding.

You will collaborate with Finance, Legal, Technology and Operations to optimize tax processes and support new product developments, particularly in relation to Digits Assets