Global Tax Information & Withholding Advisor

SoFi; San Francisco (CA); On-site; USD 180,000 - 260,000; Full time

Job summary

SoFi in San Francisco seeks an experienced Tax Information Reporting & Withholding (IRW) Advisor to oversee global tax compliance, manage reporting (FATCA, CRS), and optimize processes across Finance, Legal, Technology, and Operations.

You will partner with business units on product developments and advise on Digits Assets reporting, with strong focus on Form 1099/1042-S, withholding calculations, and annual IRS filings.

Qualifications

• 5+ years of dedicated experience in tax information reporting and withholding.
• Experience with Form 1099, 1042/1042-S, 8966 and global regulatory reporting (FATCA, CRS).
• Advanced taxation education or certifications preferred (CPA/EA).
• Experience supporting audits and regulatory reporting processes.

Responsibilities

• Serve as subject matter expert on US IRW and global withholding rules (FATCA, CRS, DAC6 where applicable).
• Draft BRDs for software engineering teams and collaborate with tax engines or APIs.
• Oversee collection, review, and validation of tax documentation (W-9, W-8) across clients and vendors.
• Ensure accurate withholding and timely remittance of US-source income and FDAP allocations.
• Lead annual reporting and reconciliation filings with IRS and foreign authorities.
• Partner with IT/Operations to optimize onboarding, withholding calculations, and reporting workflows.
• Monitor regulatory developments and update policies and training accordingly.

Skills

Cross-functional collaboration

Analytical skills

Regulatory knowledge

Attention to detail

Education

Bachelor’s degree in Accounting, Finance, or Business Administration

J.D., LL.M. in Taxation, or Master’s in Taxation preferred

Tools

Tax APIs

Job description

SoFi in San Francisco seeks an experienced Tax Information Reporting & Withholding (IRW) Advisor to oversee global tax compliance, manage reporting (FATCA, CRS), and optimize processes across Finance, Legal, Technology, and Operations.

You will partner with business units on product developments and advise on Digits Assets reporting, with strong focus on Form 1099/1042-S, withholding calculations, and annual IRS filings.