--- title: 'Lead Product Tax Advisor at SoFi' canonical: 'https://feeny.ai/job/lead-product-tax-advisor-sofi-united-states-9rgzasx0zjc1' type: 'job' last_seen: '2026-09-10' --- # Lead Product Tax Advisor at SoFi - **Company:** SoFi - **Location:** United States - **Posted:** 2026-09-09 - **Last confirmed live:** 2026-09-10 - **Apply:** https://sofi.com/careers/job/7816095003?gh_jid=7816095003 ## Job description [Employee Applicant Privacy Notice](https://www.sofi.com/sofi-employee-applicant-privacy-notice/) Who we are: 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. Position Overview 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. You will work closely with the Business units on new product developments and advise them on the tax reporting requirements especially as it relates to Digits Assets reporting. ## Key Responsibilities - Subject Matter Expertise: Serve as the primary technical advisor on US Information Reporting and Withholding (IRW) rules (Form 1099, 1042/1042-S, 8966) as well as global regulatory reporting frameworks (FATCA, CRS, CARF, and DAC7 where applicable). - Technical Proficiency: Experience writing business requirements (BRDs) for software engineering teams and working with tax APIs or tax engines. - Domain Knowledge: Deep understanding of cost-basis accounting, information reporting (Form 1099 / Form 1042-S family), tax withholding, and state/international tax implications for digital products. - Documentation & Onboarding: Oversee the collection, review, and validation process for tax documentation (Forms W-9, W-8 series, self-certifications) across clients, vendors, and counterparties. - Withholding & Remittance: Ensure accurate calculation, withholding, and timely remittance of tax on US-source fixed, determinable, annual, or periodical (FDAP) income and foreign partnership allocations. - Annual Reporting: Manage the end-to-end preparation, reconciliation, and filing of annual tax information returns with the IRS and foreign tax authorities. - Process & Technology Optimization: Partner with IT and Operations to design, implement, and enhance operational workflows and automated systems for onboarding, withholding calculations, and regulatory reporting. - Audits & Risk Management: Lead internal control assessments, respond to tax authority audits or inquiries, and manage risk remediation plans. - Policy & Advisory: Monitor ongoing legislative and regulatory developments (including IRS updates and OECD guidance), assess business impact, and update policies, SOPs, and employee training accordingly. ## Qualifications & Experience - 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). ## Key Performance Indicators (KPIs) - Reporting Accuracy: 100% accuracy on customer tax document generation and regulatory filings. - On-Time Delivery: Successful release of tax updates prior to statutory regulatory deadlines and tax seasons. - Audit Compliance: Zero material penalty or deficiency findings from internal/external audits and tax authority inquiries. ## Key Competencies - Ability to translate complex tax regulations into practical operational requirements. - Excellent cross-functional communication and stakeholder management abilities. - Strong analytical and problem-solving skills with high attention to detail. ## Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our [Benefits at SoFi](https://sofietyinfo.sofi.com/sofi-benefits) page! SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. [New York applicants: Notice of Employee Rights](https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf) SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles. ## About SoFi ## Company Overview - **One-liner**: SoFi is a next-generation fintech company using innovative, mobile-first technology to help 14.7 million members reach financial independence and “get their money right.” - **Entity Type**: Public (Ticker: SOFI on Nasdaq) - **Headquarters**: San Francisco, California, USA (with offices in Seattle, New York, Frisco, Cottonwood Heights, Helena, Murray, Greenville, Claymont, and more) - **Founded**: 2011 - **Founders**: Founded by Stanford business school students (originally as Social Finance, Inc.) — specific names not listed in the provided sources. ## Core Business - **Primary industry/industries**: Personal finance / financial services (banking, lending, investment, credit, insurance) - **Target customers**: B2C (individual members seeking loans, banking, investing, credit cards, mortgages, travel rewards) and B2B (employer‑facing “SoFi at Work” benefits and financial wellness programs) - **Mission**: “To help people reach financial independence to realize their ambitions.” ## Products & Services - **[SoFi Checking & Savings](https://www.sofi.com/)**: FDIC‑insured checking and savings accounts with no fees, competitive APY, and early direct deposit. - **[SoFi Invest](https://www.sofi.com/invest/)**: Commission‑free stock trading, crypto trading, automated investing, and IPO access. - **[SoFi Personal Loans](https://www.sofi.com/personal-loans/)**: Unsecured personal loans for debt consolidation, home improvement, etc. (up to $100K). - **[SoFi Student Loan Refinancing](https://www.sofi.com/student-loans/)**: Refinancing for federal and private student loans (the first company to offer this). - **[SoFi Mortgages](https://www.sofi.com/mortgage/)**: Home purchase and refinance loans. - **[SoFi Credit Card](https://www.sofi.com/credit-card/)**: 2% unlimited cash back rewards on all eligible purchases. - **[SoFi Travel](https://www.sofi.com/travel/)**: Booking portal powered by Expedia, allowing members to save and earn rewards. - **[SoFi Insurance](https://www.sofi.com/insurance/)**: Comparison and access to auto, home, renters, pet, and life insurance. - **[SoFi at Work](https://www.sofi.com/at-work/)**: Employer‑sponsored financial wellness benefits, including student loan contributions and refinancing. - **[Galileo](https://www.sofi.com/our-story/)**: Financial technology platform (API‑based) for card issuing and digital banking, operated as a subsidiary. ## Market Standing - **Valuation/Market Cap**: Publicly traded on Nasdaq (SOFI). Current market cap is not directly provided in the sources; refer to SoFi’s latest SEC filings or financial data platforms. - **Key Metrics**: - **14.7 million members** (as of 2025‑2026) — [sofi.com](https://www.sofi.com/) - **$117 billion+ in funded loans** — [sofi.com](https://www.sofi.com/) - **$34 billion+ in debt paid off by members** — [sofi.com/our-story](https://www.sofi.com/our-story/) - **$12.5 billion+ in rewards earned** — [sofi.com](https://www.sofi.com/) - **Annual Revenue**: See SoFi Technologies 2025 Annual Report (SEC filing) for latest financial results — [sec.gov](https://www.sec.gov/Archives/edgar/data/1818874/000181887426000034/sofitech2025ars.pdf) - **Notable Investors/Partners**: Not detailed in provided sources; historically received a $1 billion funding round in 2016 (the first U.S. fintech to do so) — [sofi.com/our-story](https://www.sofi.com/our-story/) - **Growth Signals**: - Received federal approval to become a national bank (2023) — [sofi.com/our-story](https://www.sofi.com/our-story/) - Reached 10 million members in 2022 and 14.7 million by early 2026 — [sofi.com](https://www.sofi.com/) - 121 open roles listed across 16 locations as of mid‑2026 — [sofi.com/careers](https://www.sofi.com/careers/) - Continuous product expansion (travel, credit card, bank, etc.) ## Competitive Advantages - **All‑in‑one fintech ecosystem**: Banking, lending, investing, insurance, and travel in a single mobile‑first app — hard for single‑product fintechs to replicate. - **SoFi National Bank**: FDIC‑insured checking and savings, giving SoFi a direct banking charter that reduces reliance on third‑party partners. - **Galileo Platform**: Powers card issuing and digital banking for many fintechs, creating a network effect and deeper technology moat. - **Member‑centric rewards**: SoFi Plus membership program bundles benefits (higher APY, bonus rewards, career coaching). - **Student loan repayment as employee benefit**: Unique perk for attracting talent (as well as offering SoFi at Work to other employers). ## Strategic Focus - **Deepen member engagement**: Cross‑sell more products within the single app to increase lifetime value. - **Grow the bank**: Expand deposits, lending, and banking services under the national bank charter. - **SoFi at Work**: Scale B2B benefits offering to acquire members through employers. - **International/vertical expansion**: Potential for new product lines (e.g., SoFi Travel, insurance marketplace). - **Maintain cost discipline**: Leverage technology to keep customer acquisition costs low while improving unit economics. ## Why Work Here - **Culture**: Defined by “The SoFi Way” — act as a founder, relentless problem solver, and partner to members and colleagues. Emphasis on transparency, trust, and cross‑collaboration. - **Flexible Work**: Some teams offer remote, hybrid, or full‑time in‑office based on role; managers help decide the best setting. SoFridays (no meetings after 2 p.m. local time) protect focus time. - **Benefits**: - **$200/month student loan contribution** to help employees pay down debt — [sofi.com/careers](https://www.sofi.com/careers/) - Comprehensive health, vision, dental, life, disability; fertility & family planning options; flexible time off - Tuition reimbursement up to $5,250/year + regular training and leadership programs - **SoFi Gives**: 16 hours of paid volunteer time off per year - **SoFi Circles**: 8 Employee Resource Groups fostering inclusion and belonging — [sofietyinfo.sofi.com/why-sofi](https://sofietyinfo.sofi.com/why-sofi) - **Learning & Development**: Career pathways, manager excellence framework, and mentorship programs. - **Monthly All‑Hands with CEO** for direct transparency. - **Locations**: Major hubs include San Francisco, Seattle, New York, and Frisco (Texas); remote work is not available from Hawaii or Alaska due to insurance coverage — [sofi.com/careers](https://www.sofi.com/careers/) ## Sources 1. [SoFi Careers Page](https://www.sofi.com/careers/) — benefits, culture, job openings, locations 2. [SoFi Homepage](https://www.sofi.com/) — member count, funded loans, key metrics 3. [SoFi Our Story / About](https://www.sofi.com/our-story/) — founding history, milestones, mission 4. [SoFi 2025 Annual Report (SEC)](https://www.sec.gov/Archives/edgar/data/1818874/000181887426000034/sofitech2025ars.pdf) — financials 5. [SoFi Candidate Resource Website (Why SoFi)](https://sofietyinfo.sofi.com/why-sofi) — flexible work, culture, SoFi Gives, learning programs, SoFridays ## Other roles at SoFi - [Vulnerability Management Engineer](https://feeny.ai/job/vulnerability-management-engineer-sofi-san-francisco-y41wdmqewmwv) — San Francisco, CA - [Senior Vulnerability Management Engineer](https://feeny.ai/job/senior-vulnerability-management-engineer-sofi-seattle-f7y0a5rtcajr) — Seattle, WA / San Francisco, CA - [Offensive Security Lead](https://feeny.ai/job/offensive-security-lead-sofi-san-francisco-vdwsssftz6af) — San Francisco, CA / Seattle, WA / New York, NY / UT / Cottonwood Heights / TX / Frisco / MT / Helena - [Partnership Success Manager, At Work](https://feeny.ai/job/partnership-success-manager-at-work-sofi-united-states-g3dnwwnx0hrq) — United States - [Senior Manager, Enterprise Learning & Development](https://feeny.ai/job/senior-manager-enterprise-learning-development-sofi-san-francisco-3ges7wvzr994) — San Francisco, CA - [Investment Specialist II](https://feeny.ai/job/investment-specialist-ii-sofi-jacksonville-49ms913fzktr) — Jacksonville, FL - [Home Equity Underwriter](https://feeny.ai/job/home-equity-underwriter-sofi-frisco-xqg46xtgw5g3) — Frisco, TX - [AI Workflow & Design Systems Specialist (Contract)](https://feeny.ai/job/ai-workflow-design-systems-specialist-contract-sofi-san-francisco-08ry1h2k04kd) — San Francisco, CA - [Manager, Strategic Finance](https://feeny.ai/job/manager-strategic-finance-sofi-united-states-xdgv258pqk26) — United States - [Senior Software Engineer](https://feeny.ai/job/senior-software-engineer-sofi-add-all-locations-here-3grsazzaywy0) — Add All Locations Here