Senior Tax Information & Withholding Advisor

SoFi; Charlotte (NC); On-site; USD 150,000 - 190,000; Full time

Job summary

SoFi seeks an experienced Tax Information Reporting & Withholding Advisor to lead and strengthen global compliance around information reporting, withholding, and regulatory frameworks. You’ll partner with Finance, Legal, Technology and Operations to ensure accuracy and process efficiency.

You’ll advise product teams on Digits Assets reporting and manage filings with the IRS and foreign authorities, while maintaining strong controls and up‑to‑date knowledge of FATCA/CRS and related regimes.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; advanced 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, plus backup withholding and CRS.

Responsibilities

• Serve as the primary SME on US information reporting and withholding rules and global frameworks.
• Write BRDs for software engineering teams and work with tax APIs/engines.
• Oversee collection, review, and validation of tax documentation across clients and vendors.
• Ensure accurate withholding and timely remittance of FDAP income.
• Lead end-to-end annual tax information return filing with IRS and foreign authorities.
• Collaborate with IT/Operations to optimize onboarding, withholding calculations, and reporting.
• Manage internal controls, respond to audits, and lead remediation actions.
• Monitor IRS updates and OECD guidance and update policies and training accordingly.

Skills

Tax information reporting

Withholding expertise

Cross-functional collaboration

Regulatory updates monitoring

Education

Bachelor’s degree in Accounting/Finance/Business

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

Tools

BRDs

Tax APIs

Tax engines

Job description

SoFi seeks an experienced Tax Information Reporting & Withholding Advisor to lead and strengthen global compliance around information reporting, withholding, and regulatory frameworks. You’ll partner with Finance, Legal, Technology and Operations to ensure accuracy and process efficiency.

You’ll advise product teams on Digits Assets reporting and manage filings with the IRS and foreign authorities, while maintaining strong controls and up‑to‑date knowledge of FATCA/CRS and related regimes.