SME Tax Manager
Core
Act as the technical brain for Go-To-Market strategy, strategic advisor for client implementations, and logic architect for the Automatic Exchange of Information (AEOI) product suite.
Role type
Senior IC SME Tax Manager (Information Reporting & AEOI)
Builds
AI-powered compliance automation, AEOI engine, and Tax Enterprise Platform
Domain
Tax technology, Information Reporting (FATCA/CRS), and Global Compliance
Deliverable
production ML models | product features
Required skills
Deep expertise in IRS Chapter 3 & 4 (FATCA), CRS, CARF, and domestic reporting (1099/1042-S), ability to translate regulations into product logic, data normalization, SQL, VBA, Alteryx, Excel proficiency
Preferred skills
Experience with digital assets accounting, emerging industry issues, AI solution scaling
Technologies
SQL, VBA, Alteryx, Excel, XML
Responsibilities
Develop enablement materials and training for sales teams on new regulations, troubleshoot complex filing errors and interpret IRS/Global jurisdiction schemas, define and document business requirements for the AEOI engine, validate product outputs against global tax authority standards, partner with engineering to ensure data integration accuracy
Seniority
Senior, hands-on IC