Manager, Tax Information Reporting and Withholding Advisory

Ready to do the most impactful work of your career? At  the company , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. The company is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.”  Learn more about working at the company .

The Tax Information Reporting and Withholding Advisory Manager will be an integral part of the company tax team. The role sits at the intersection of tax advisory, product development, and operational execution, helping the company translate complex U.S. and global tax requirements into scalable processes and systems. This role focuses on strong advisory judgment and practical experience applying information reporting and withholding rules in fast-moving business environments.

The company tax team ensures full compliance with tax obligations across all jurisdictions in which the company operates, including building world-class tax protocols for digital asset transactions. We are passionate about tax and crypto, and we are seeking a candidate with a similar passion and collaborative mindset to join our team.

What you'll do

• Own end-to-end execution of key information reporting and withholding workstreams, including reporting readiness, withholding calculations, reconciliations, remittance support, and operational issue resolution.

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

• Review product and process changes to identify tax impacts, define data capture needs, and ensure compliance requirements are addressed early in the development lifecycle.

• Partner with Tax, Product, Engineering, Operations, CX, and Finance to implement scalable processes supporting U.S. and global compliance.

• Lead the design and execution of user acceptance testing for tax-related features, workflows, and reporting outputs.

• Support tax audits, notices, and regulatory inquiries through timely data gathering, reconciliation, and documentation.

Required Skills and Experience

• 8+ years of experience in information reporting and withholding within a bank, broker-dealer, fintech, technology company, Big 4, or similar advisory environment.

• Deep working knowledge of U.S. information reporting and withholding regimes (Forms 1099, 1042-S, 1099-DA, backup withholding, NRA withholding) with familiarity with global regimes such as CRS and CARF.

• Proven ability to draft business requirements, translate tax rules into implementable logic, and partner with engineering teams to operationalize compliance.

• Advisory experience from a law firm, Big 4, accounting firm, or in-house tax function, with the ability to explain complex tax requirements clearly to both technical and non-technical audiences.

• Utilizes generative AI responsibly, maintaining human oversight to deliver business-ready outputs and drive measurable improvements in workflow efficiency, cost, and quality.

Pay Transparency Notice: Base salary varies by location (see range below). Total compensation may also include equity and bonus eligibility, and benefits (medical, dental, vision, 401(k)).

Annual base salary range (excluding equity and bonus)

$166,345 — $195,700 USD

• Application Limit: Candidates may submit a maximum of 3 applications within a 6-month period.

• Equal Opportunity Employer: the company is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or genetic information. Applicants with criminal histories will be considered consistent with applicable federal, state, and local laws.

• US Applicants: View Employee Rights , Know Your Rights , and E-Verify Notice of Participation.

• Accommodations: If you are an individual with a disability who needs a reasonable accommodation, email us your request and contact info at accommodations[at]the company. Need screen reading technology? Click here to download a free compatible screen reader and view the tutorial .

• Data Privacy & Arbitration: By submitting your application, you agree to our Candidate Privacy Notice . US applicants: By submitting your application, you agree to Arbitration of Disputes .