Tax Counsel - Information Reporting

Overview

The Tax Counsel - Information Reporting role is an experienced in-house tax attorney position focused on ensuring compliance with information reporting and withholding tax rules across global products, processes, and procedures, including FATCA, CRS, CARF, and 1099.

The role involves evaluating new products and changes to existing products to determine applicability of current information reporting policies and whether new policies are required. You will identify legal risk and recommend defensible positions while working closely with cross-functional partners.

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.

Requirements

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

Preferred Qualifications / Additional Responsibilities

• 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; advise product development partners of any resulting policy requirements.
• Draft business requirement documents (e.g., one-pagers) to support product development in creating functional specification documents.
• Draft and review contract language, user agreements, and terms and conditions specific to information reporting and withholding.
• Maintain highly effective partnerships with impacted business areas and related processes that affect compliance for new global products, such as cryptocurrency reporting.
• Support initiatives related to system development and remediation activities to ensure regulatory compliance, process improvements, and risk mitigation.

Compensation & Benefits

• Expected base pay range (depends on 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, including generous paid time off, healthcare coverage for you and your family, and resources to support mental health and financial security.

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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