Tax Counsel - Information Reporting

Overview

This role supports overall compliance for information reporting and withholding tax rules across global products, processes, and procedures. You will work with cross-functional partners to evaluate new products and changes to existing products, determine applicability of current information reporting policies, and assess whether new policies are needed. You will also identify legal risk and recommend 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 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 where 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 on resulting policy requirements.
• Draft business requirement documents (e.g., one-pagers) to support product development functional specifications.
• 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 system development and remediation activities to ensure regulatory compliance, process improvements, and risk mitigation.

Compensation & Benefits

• Base pay range (Northern California - Virtual): $137,000.00 - $203,500.00 Annually
• Base pay range (San Jose, California): $143,500.00 - $212,850.00 Annually
• Base pay range (New York City, New York): $143,500.00 - $212,850.00 Annually
• Base pay range (Washington - Virtual): $137,000.00 - $203,500.00 Annually
• Base pay range (Washington DC, District of Columbia): $137,000.00 - $203,500.00 Annually
• Base pay range (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 comprehensive, choice-based programs supporting personal wellbeing (physical, emotional, and financial), generous paid time off, healthcare coverage for you and your family, and resources to support financial security and mental health.

Location

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

Travel: 0