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 partner with cross-functional teams to evaluate new products and changes to existing products, determine applicability of existing information reporting policies, and assess whether new policies are required. You will use sound judgment to 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 directly with business units and Finance leadership to structure initiatives tax-efficiently and compliantly.
• Identify tax risk exposures and recommend mitigation strategies aligned 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.

Minimum Qualifications

• 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.

Additional Responsibilities & Preferred Qualifications

• Ensure compliance with global information reporting requirements (IRS, FATCA, CRS, and CARF) and electronic filings, including 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 (such as one-pagers) to support product development teams in creating functional specification documents.
• Draft and review contract language, user agreements, and terms and conditions related to information reporting and withholding.
• Maintain effective partnerships with impacted business areas and related processes that affect 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 depends on location and relevant experience.
• Expected pay range by location:
  • 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.

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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