SME Tax Manager

TaxBit; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

TaxBit is seeking a highly skilled Subject Matter Expert (SME) Tax Manager to join their team in New York. This role requires on-site availability and involves translating complex tax regulations into actionable solutions.

The ideal candidate should possess deep domain expertise in IRS Chapter 3 & 4, with a key responsibility of supporting the Product Team while collaborating closely with sales and marketing for regulatory compliance.

Qualifications

• 5-8 years of income tax experience working in public accounting or industry.
• Exceptional organizational and management skills.
• Critical thinker with strong analytical and problem-solving skills.
• Experience working with data and various data analysis tools.

Responsibilities

• Engage with sales and business development to execute the go-to-market expansion strategy.
• Ensure regulatory compliance and market positioning for Taxbit's products.
• Partner with Customer Operations to drive engagements of the Tax Enterprise Platform.
• Define and document business requirements for AEOI.

Skills

Income tax experience

Analytical skills

Proficiency with Excel

Understanding of FATCA/CRS

Communication skills

Education

Degree in accounting

CPA certification

Tools

Data analysis tools

SQL

Alteryx

Job description

Founded by CPAs, tax attorneys, and engineers, Taxbit is the leading innovator automating global tax reporting for the digital economy. Taxbit's AI-enabled platform streamlines compliance related to digital assets, payments, and other financial transactions. Its unique combination of deep subject matter expertise and AI-forward technology have made it a fast-growing disruptor trusted by the world's leading fintechs, marketplaces, digital asset players, Big 4 accounting firms, traditional enterprises, and government agencies. Backed by top-tier Silicon Valley VCs, Taxbit's team is located across offices in San Francisco, New York, Seattle, Salt Lake City, London, Madrid, and Singapore.

Opportunity for Impact

As a SME Tax Manager, you’ll be a member of Taxbit’s Subject Matter Expert (SME) team. The position requires on-site availability and alignment with local business operations.

We are seeking a highly skilled Subject Matter Expert (SME) in Information Reporting to serve as the bridge between complex tax regulations and our commercial success. This is a multi-disciplinary role where you will act as the "technical brain" for our Go-To-Market (GTM) team, a strategic advisor for Client Implementations, and a core logic architect for our Automatic Exchange of Information (AEOI) product suite.

The ideal candidate possesses deep domain expertise in IRS Chapter 3 & 4 (FATCA), CRS, CARF, and domestic information reporting (1099/1042-S series), with the ability to translate these requirements into actionable product logic and winning sales narratives.

Role and Responsibilities

• Engage directly with our sales and business development team to execute the go to market expansion strategy, developing enablement materials and providing the necessary tax subject matter expertise training for new regulations.
• Engage directly with prospects, with particular focus on accelerating or expanding the largest and/or most strategic deals for Taxbit qualifications.
• Partner with Marketing to produce white papers, webinars, and thought‑leadership content regarding regulatory shifts (e.g., CARF, 1099‑DA, or changes to DAC7).
• Monitor the regulatory landscape to identify market gaps and help position our product as the premier solution for compliance.

Client Success & Implementations

• Partner with Customer Operations to drive engagements and implementations of the Tax Enterprise Platform.
• Provide customer and internal support during peak filing seasons, troubleshooting complex filing errors and interpreting IRS/Global jurisdiction schemas.
• Conduct workshops for the Customer Success team to level up their understanding of withholding and reporting nuances.
• Develop a deep understanding of our customers and their business, processes, and products through proactive communication and in‑depth discovery.
• Work with Taxbit Engineering and Product teams to ensure accuracy of data integration and completeness of client data.

Product Logic & AEOI Development

• Support our Product Team by defining and documenting business requirements for our AEOI (FATCA/CRS) engine, ensuring the software correctly handles the rules and output.
• Work closely with Product Managers to prioritize features based on upcoming regulatory deadlines and global reporting changes.
• Validate that product outputs (Forms 1099, 1042‑S, and XML files) meet the rigorous standards of global tax authorities.

Professional Qualifications

• 5‑8 years of income tax experience working in public accounting or industry.
• Degree in accounting.
• CPA certification.
• Exceptional organizational and management skills; ability to juggle multiple projects and disparate information.
• 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.
• Experience working with data and various data analysis tools in order to organize and normalise data for solution development; proficiency with Excel is a must and working knowledge of SQL, VBA, and business intelligence tools like Alteryx is a plus.
• 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.
• By submitting an application for this role, you certify that the information contained in the application is correct to the best of your knowledge. You understand that falsifying information is grounds for refusing to hire you, or for discharge should you be hired.
• For U.S. roles, employment with the Company is at will unless otherwise stated in a written agreement signed by the CEO of the Company. This means that either the Company or the employee can terminate employment at any time and for any reason, with or without notice.

As set forth in Taxbit’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.