Lead Product Tax Advisor

About This RoleAI processing…

Key Responsibilities

• 1
  Subject Matter Expertise: Serve as the primary technical advisor on US Information Reporting and Withholding (IRW) rules (Form 1099, 1042/1042-S, 8966) as well as global regulatory reporting frameworks (FATCA, CRS, CARF, and DAC7 where applicable).
• 2
  Technical Proficiency: Experience writing business requirements (BRDs) for software engineering teams and working with tax APIs or tax engines.
• 3
  Domain Knowledge: Deep understanding of cost-basis accounting, information reporting (Form 1099 / Form 1042-S family), tax withholding, and state/international tax implications for digital products.
• 4
  Documentation & Onboarding: Oversee the collection, review, and validation process for tax documentation (Forms W-9, W-8 series, self-certifications) across clients, vendors, and counterparties.
• 5
  Withholding & Remittance: Ensure accurate calculation, withholding, and timely remittance of tax on US-source fixed, determinable, annual, or periodical (FDAP) income and foreign partnership allocations.
• 6
  Annual Reporting: Manage the end-to-end preparation, reconciliation, and filing of annual tax information returns with the IRS and foreign tax authorities.
• 7
  Process & Technology Optimization: Partner with IT and Operations to design, implement, and enhance operational workflows and automated systems for onboarding, withholding calculations, and regulatory reporting.
• 8
  Audits & Risk Management: Lead internal control assessments, respond to tax authority audits or inquiries, and manage risk remediation plans.
• 9
  Policy & Advisory: Monitor ongoing legislative and regulatory developments (including IRS updates and OECD guidance), assess business impact, and update policies, SOPs, and employee training accordingly.

Requirements

• Education: Bachelor’s degree in Accounting, Finance, Business Administration, or a related field. J.D., LL.M. in Taxation, or Master’s in Taxation strongly preferred.
• Certifications: CPA or Enrolled Agent (EA) designation preferred.
• Experience: 5+ years of dedicated experience in tax information reporting and withholding within a public accounting firm, financial institution, or corporate tax department.
• Technical Knowledge: Strong expertise in IRC Chapters 3, 4 (FATCA), and 61, as well as Backup withholding and OECD Common Reporting Standard (CRS).

Perks & Benefits