Manager, Tax Information Reporting and Withholding Advisory
Core
Lead end-to-end execution of information reporting and withholding workstreams, translating complex U.S. and global tax requirements into scalable processes and systems for a digital asset platform.
Role type
Manager, Tax Advisory and Compliance
Builds
Scalable tax compliance processes, reporting logic, and data specifications for digital asset transactions
Domain
Fintech / Digital Assets / Tax Compliance
Required skills
U.S. information reporting and withholding regimes (Forms 1099, 1042-S, 1099-DA, backup withholding, NRA withholding), global tax regimes (CRS, CARF), business requirements drafting, tax rule translation to logic, regulatory audit support, stakeholder partnership
Preferred skills
Generative AI utilization for workflow efficiency
Technologies
Forms 1099, 1042-S, 1099-DA, CRS, CARF
Responsibilities
Own end-to-end execution of key information reporting and withholding workstreams including reporting readiness, withholding calculations, reconciliations, and remittance support; Translate tax laws and internal policy positions into clear business requirements and data specifications for technical teams; Review product and process changes to identify tax impacts and define data capture needs; Partner with Tax, Product, Engineering, and Operations to implement scalable compliance processes; Lead user acceptance testing for tax-related features and reporting outputs; Support tax audits, notices, and regulatory inquiries through data gathering and documentation
Seniority
Manager, hands-on IC with strategic oversight