Manager, Tax Information Reporting and Withholding Advisory

This is a fully remote position, open to applicants in United States.

📋 Description

• Take charge of the complete execution of information reporting and withholding workstreams, encompassing reporting readiness, withholding calculations, reconciliations, remittance support, and resolution of operational issues.

• Convert tax laws, regulations, and internal policy positions into business requirements, logic, and data specifications for both technical and operational teams.

• Analyze product and process modifications to detect tax implications and establish data capture requirements.

• Collaborate with Tax, Product, Engineering, Operations, CX, and Finance to establish scalable compliance processes for both U.S. and international requirements.

• Oversee user acceptance testing for tax-related features, workflows, and reporting outputs.

• Assist in tax audits, notices, and regulatory inquiries through data collection, reconciliation, and documentation efforts.

• Aid Coinbase in fulfilling tax obligations across various jurisdictions and developing tax protocols for digital asset transactions.

⛳️ Requirements

• A minimum of 8 years of experience in information reporting and withholding in a bank, broker-dealer, fintech, technology firm, Big 4, or a comparable advisory environment.

• Extensive knowledge of U.S. information reporting and withholding systems, including Forms 1099, 1042-S, 1099-DA, backup withholding, and NRA withholding.

• Understanding of global regimes such as CRS and CARF.

• Proficient in drafting business requirements, translating tax regulations into actionable logic, and collaborating with engineering teams to implement compliance measures.

• Experience in advisory roles from a law firm, Big 4, accounting firm, or an in-house tax function.

• Capability to clearly communicate complex tax requirements to both technical and non-technical audiences.

• Responsible use of generative AI with appropriate human oversight.

• Must reside in the USA.

🏝️ Benefits

• Eligibility for equity.

• Eligibility for bonuses.

• Medical insurance coverage.

• Dental insurance coverage.

• Vision insurance coverage.

• 401(k) plan.

• Quarterly in-person working sessions (“surges”).

• Equal Opportunity Employer.

• Reasonable accommodations for individuals with disabilities.