Backed by IVP.
About the role
We are seeking an experienced Tax Information Reporting & Withholding (IRW) Advisor to oversee and strengthen our global tax compliance framework. In this role, you will serve as the subject matter expert on domestic and international tax information reporting, withholding obligations, and cross-border regulatory frameworks (including FATCA, CRS, and US Chapter 3/4 withholding).
What they're looking for
- 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)
More about this role
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
We are seeking an experienced Tax Information Reporting & Withholding (IRW) Advisor to oversee and strengthen our global tax compliance framework. In this role, you will serve as the subject matter expert on domestic and international tax information reporting, withholding obligations, and cross-border regulatory frameworks (including FATCA, CRS, and US Chapter 3/4 withholding). You will work closely with cross-functional teams—including Finance, Legal, Technology, and Operations—to ensure operational compliance, minimize exposure, and optimize tax processes.
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