Tax Counsel - Information Reporting

Overview

This role is for an experienced in-house tax attorney focused on information reporting and withholding tax compliance across global products, processes, and procedures.

You will work with cross-functional partners to evaluate new products and changes to existing products to determine applicability of existing information reporting policies and whether new policies are required. You will identify legal risk, recommend defensible positions, and help ensure global compliance.

Responsibilities

• Independently advise on complex tax issues affecting business operations, transactions, and strategic initiatives.
• Develop and document technical tax analyses to support 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 risk tolerance.
• Coordinate with outside advisors when appropriate and manage discrete external engagements.
• Mentor junior attorneys or legal professionals and contribute to knowledge development within the tax function.

Requirements

• 5+ years of 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 requirements and electronic filings, corrections, and B-notices, including IRS, FATCA, CRS, and CARF.
• Review and evaluate new or updated global products for their impact on global information reporting; advise product development partners on resulting policy requirements.
• Draft business requirement documents (e.g., one-pagers) to support product development in drafting functional specification documents.
• Draft and review contract language, user agreements, and terms and conditions specific to information reporting and withholding.
• Maintain strong partnerships with impacted business areas and related processes affecting compliance for new global products, including cryptocurrency reporting.
• Support initiatives involving system development and remediation to ensure regulatory compliance, process improvements, and risk mitigation.

Compensation & Benefits

• Base pay range (depends on location and relevant 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 personal wellbeing (physical, emotional, and financial) along with generous paid time off, healthcare coverage for you and your family, and resources to support financial security and 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: 0%