Global Tax Information & Withholding Lead

SoFi; Greenville (DE); On-site; USD 140,000 - 190,000; Full time

Job summary

SoFi is seeking an experienced Tax Information Reporting & Withholding (IRW) Advisor to oversee global tax compliance. You will be the subject‑matter expert on US information reporting, withholding rules and cross‑border regulatory frameworks, collaborating with Finance, Legal, Technology and Operations to optimize processes.

You will advise product teams on tax reporting requirements, oversee documentation collection (W‑9, W‑8 series), and manage annual IRS filings with an eye toward risk

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; advanced taxation degrees preferred.
• CPA or Enrolled Agent designation preferred.
• 5+ years of dedicated experience in tax information reporting and withholding.
• Strong expertise in IRC Chapters 3, 4 (FATCA), and 61; OECD CRS.

Responsibilities

• Serve as the primary advisor on US IRW rules and global regulatory reporting frameworks (FATCA, CRS).
• Draft BRDs for software engineering teams and work with tax APIs or tax engines.
• Deep understanding of cost-basis accounting, information reporting (1099/1042-S), tax withholding, and international tax implications for digital products.
• Oversee collection, review, and validation of tax documentation (W-9, W-8 series).
• Ensure accurate withholding and remittance of tax on US-source FDAP income.
• Manage end-to-end preparation, reconciliation, and filing of annual tax information returns with the IRS.

Skills

Cross-functional communication

Analytical skills

Regulatory compliance

Project coordination

Attention to detail

Education

Bachelor's in Accounting/Finance/Business

J.D./LL.M./Master's in Taxation preferred

Tools

Tax APIs

Tax engines

ERP systems

Job description

SoFi is seeking an experienced Tax Information Reporting & Withholding (IRW) Advisor to oversee global tax compliance. You will be the subject‑matter expert on US information reporting, withholding rules and cross‑border regulatory frameworks, collaborating with Finance, Legal, Technology and Operations to optimize processes.

You will advise product teams on tax reporting requirements, oversee documentation collection (W‑9, W‑8 series), and manage annual IRS filings with an eye toward risk