# Lead Product Tax Advisor at SoFi

- Company: SoFi
- What the company does: Backed by IVP.
- Company website: https://www.sofi.com
- Type: Startups
- Level: Senior
- Location: United States
- Work setup: On-site
- Posted: 2026-09-09
- Apply by: 2026-10-24
- Apply: https://sofi.com/careers/job/7816095003?gh_jid=7816095003
- Page: https://www.1752.vc/careers/jobs/sofi-lead-product-tax-advisor/

## 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)

Tags: Accounting