CareerPlan

Lead Product Tax Advisor

NY - New York CityFull-time$80k–$100k2026-09-30 → 2026-11-10
Hybrid

Core

Lead global tax compliance for tax information reporting and withholding obligations across domestic and international frameworks.

Role type

Senior IC tax advisor (IRW & Reporting)

Builds

Automated tax reporting workflows and compliance systems for digital financial products

Domain

Financial services / Tax compliance

Required skills

US IRW rules (Form 1099, 1042-S, 8966), FATCA, CRS, cost-basis accounting, tax withholding, BRD writing, tax APIs

Preferred skills

CPA or Enrolled Agent (EA) designation, J.D. or LL.M. in Taxation, Master's in Taxation

Technologies

Tax APIs, tax engines

Responsibilities

Oversee global tax compliance framework; advise business units on tax reporting for new products; manage tax documentation collection and validation; ensure accurate withholding and remittance; prepare and file annual tax returns; optimize operational workflows with IT; lead audit responses and risk remediation; monitor legislative updates and update policies.

Seniority

Senior, hands-on IC