Tax Counsel - Information Reporting

Overview

This role ensures compliance with policy related to information reporting and withholding tax rules (including FATCA, CRS, CARF and 1099) across global products, processes, and procedures. The successful candidate will partner with cross-functional teams to evaluate new products and changes to existing products to determine applicability of existing information reporting policies and whether new policies are needed. The position involves identifying legal risk and recommending defensible positions.

Responsibilities

• Independently advise on complex tax issues affecting business operations, transactions, and strategic initiatives.
• Develop and document technical tax analyses supporting planning strategies, reporting positions, audit defense, and regulatory compliance.
• Partner directly with business units and Finance leadership to structure initiatives in a tax-efficient and compliant manner.
• Identify tax risk exposures and recommend mitigation strategies consistent with the organization’s overall risk tolerance.
• Coordinate with outside advisors as appropriate and manage discrete external engagements.
• May mentor junior attorneys or legal professionals and contribute to knowledge development within the tax function.
• Ensure compliance with global information reporting (IRS, FATCA, CRS and CARF) requirements and electronic filings, corrections, and B-notices.
• Review and evaluate new or updated global products for global information reporting impacts, and advise product development partners of resulting policy requirements.
• Draft business requirement documents (one-pagers) to support functional specification documentation.
• Draft and review contract language, user agreements, and terms and conditions specific to information reporting and withholding.
• Maintain effective partnerships with impacted business areas and related processes affecting compliance for new global products (including cryptocurrency reporting).
• Support initiatives related to system development and remediation activities to ensure regulatory compliance, process improvements, and risk mitigation.

Qualifications

• 5+ years relevant tax experience.
• Juris Doctor (JD) degree or foreign equivalent.
• Admission to practice law in at least one jurisdiction.
• Demonstrated ability to independently manage significant tax matters.

Compensation & Benefits

• Base pay range (varies by location and experience):
  • Northern California - (Virtual): $137,000.00 - $203,500.00 annually
  • San Jose, California: $143,500.00 - $212,850.00 annually
  • New York City, New York: $143,500.00 - $212,850.00 annually
  • Washington - (Virtual): $137,000.00 - $203,500.00 annually
  • Washington DC, District of Columbia: $137,000.00 - $203,500.00 annually
  • New York - (Virtual): $137,000.00 - $203,500.00 annually
• Additional compensation may include an annual performance bonus, equity, or other incentive compensation, as applicable.
• Benefits include choice-based programs supporting physical, emotional, and financial wellbeing, generous paid time off, healthcare coverage for you and your family, resources for financial security, and support for mental health.

Location

• Primary location: Northern California - (Virtual)
• Additional locations:
  • San Jose, California
  • New York City, New York
  • Washington - (Virtual)
  • Washington DC, District of Columbia
  • New York - (Virtual)

Travel

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