SME Tax Senior Manager - Information Reporting and Withholding

SME Tax Senior Manager - Information Reporting and Withholding

New York, New York

Founded in 2018 by CPAs, tax attorneys, and software developers, Taxbit is creating an entirely new category to enable widespread compliant adoption of digital assets for the global economy. Taxbit’s Software-as-a-Service (SaaS) platform streamlines and automates customers’ tax reporting and accounting activities for digital assets.

Trusted by leading crypto, tech, and traditional enterprises, Big 4 accounting firms, and government agencies (including the IRS), Taxbit solves compliance challenges at scale amidst an ever-evolving regulatory landscape. Taxbit is backed by leading Silicon Valley VCs with teams located in New York City, San Francisco, Seattle, Salt Lake City, and Europe.

As a Subject Matter Expert (SME) Tax & Information Reporting Manager, you’ll be a member of Taxbit's SME team.

• Provide technical US information reporting and withholding tax guidance under IRC Chapters 3, 4, and 61, DAC7, CRS, and CARF to the Engineering and Customer Operations teams at Tax Bit
• Ensure continued compliance with IRW requirements both internally and externally
• Externally support responses to government notices, assessments, and requests for information
• Develop processes and procedures to ensure compliance with information reporting across geographies, product, and business lines
• Maintain partnerships with impacted business areas and related processes that impact compliance related to global information reporting
• Develop and oversee quality assurance measures to ensure accuracy of data submitted to customers and revenue authorities
• Support initiatives related to system development and remediation activities to ensure regulatory compliance, process improvements, and risk mitigation
• Work closely with the Implementation and Customer Success teams to support execution of our enterprise and public sector solutions
• Deliver amazing experiences to Taxbit partners and customers
• Support critical client projects in automation and process improvement by leveraging Tax Bit’s software solutions while defining business needs related to digital asset trading and transaction data across equities, commodities, fiat, cryptocurrency, etc.
• Track client projects, assess client data, and map solution architecture

The ideal candidate for this role is someone who can work with complex transactional data, manage projects from beginning to end, quickly learn new objectives, and problem-solve. Most importantly, you possess a do-whatever-it-takes mentality to ensure our clients have the best possible experience.

• Partner closely with the existing tax subject matter expert team, and external advisors to support the analysis of regulations, including CARF, CRS and FATCA.
• Partner closely with Product and Engineering to translate regulatory requirements into clear product requirements, workflows, and controls
• Support go-to-market and post-sale teams by enabling client onboarding, implementation, and ongoing compliance outcomes
• Review and validate product features, reporting logic, and documentation to ensure regulatory accuracy and audit readiness
• Serve as an escalation point for complex tax questions arising from customers, or internal product and post-sale stakeholders
• Monitor regulatory changes and proactively assess operational and product impact, recommending updates as needed
• Contribute to internal enablement, training, and external thought leadership as a trusted tax expert
• Develop a deep understanding of our customers and their business, processes, and products through proactive communication and in depth discovery

• 8-10 years of experience working in public accounting or industry with IRS rules, regulations, and guidance related to all types of information reporting and withholding
• Knowledge of processes used to satisfy IRS reporting requirements
• Degree in accounting or law
• CPA or JD certification
• Proficiency with Excel
• Exceptional organizational and management skills; ability to juggle multiple projects and reconcile disparate information

• Critica…