Description
Company
Founded by CPAs, tax attorneys, and engineers, Taxbit is the leading innovator automating global tax reporting for the digital economy. Taxbit's AI-enabled platform streamlines compliance related to digital assets, payments, and other financial transactions. Its unique combination of deep subject matter expertise and AI-forward technology have made it a fast-growing disruptor trusted by the world's leading fintechs, marketplaces, digital asset players, Big 4 accounting firms, traditional enterprises, and government agencies. Backed by top-tier Silicon Valley VCs, Taxbit's team is located across offices in San Francisco, New York, Seattle, Salt Lake City, London, Madrid, and Singapore.
Opportunity for Impact
As a SME Tax Manager, you’ll be a member of Taxbit’s Subject Matter Expert (SME) team. The position requires on-site availability and alignment with local business operations.
We are seeking a highly skilled Subject Matter Expert (SME) in Information Reporting to serve as the bridge between complex tax regulations and our commercial success. This is a multi-disciplinary role where you will act as the "technical brain" for our Go-To-Market (GTM) team, a strategic advisor for Client Implementations, and a core logic architect for our Automatic Exchange of Information (AEOI) product suite.
The ideal candidate possesses deep domain expertise in IRS Chapter 3 & 4 (FATCA), CRS, CARF, and domestic information reporting (1099/1042-S series), with the ability to translate these requirements into actionable product logic and winning sales narratives. Help us build the future of AI-powered compliance, automation, and operational excellence in an industry where precision matters.
Role and Responsibilities
1. Go-To-Market & Commercial Strategy
- Engage directly with our sales and business development team to execute the go to market expansion strategy, developing enablement materials and providing the necessary tax subject matter expertise training for new regulations
- Engage directly with prospects, with particular focus on accelerating or expanding the largest and/or most strategic deals for Taxbit qualifications
Partner with Marketing to produce white papers, webinars, and thought-leadership content regarding regulatory shifts (e.g., CARF, 1099-DA, or changes to DAC7).Monitor the regulatory landscape to identify market gaps and help position our product as the premier solution for compliance.
2. Client Success & Implementations
- Partner with Customer Operations to drive engagements and implementations of the Tax Enterprise Platform.
Provide customer and internal support during peak filing seasons, troubleshooting complex filing errors and interpreting IRS/Global jurisdiction schemas.Conduct workshops for the Customer Success team to level up their understanding of withholding and reporting nuances.
- Develop a deep understanding of our customers and their business, processes, and products through proactive communication and in depth discovery.
- Work with Taxbit Engineering and Product teams to ensure accuracy of data integration and completeness of client data
3. Product Logic & AEOI Development
- Support our Product Team by defining and documenting business requirements for our AEOI (FATCA/CRS) engine, ensuring the software correctly handles the rules and output.
- Work closely with Product Managers to prioritize features based on upcoming regulatory deadlines and global reporting changes.
- Validate that product outputs (Forms 1099, 1042-S, and XML files) meet the rigorous standards of global tax authorities.
Professional Qualifications
- 5-8 years of income tax experience working in public accounting or industry
- Proven track record of identifying opportunities to build, test, and scale AI-powered solutions
- Sees AI as a force multiplier and actively looks for ways to enhance team performance through innovation & curiosity
- Degree in accounting
- CPA certification
- Exceptional organizational and management skills; ability to juggle multiple projects and disparate information
- Critical thinker with strong analytical and problem-solving skills; high attention to detail and thoroughness in approach
- Team player who is eager to roll up their sleeves and contribute from day 1; brings a great attitude, work-ethic, and eagerness to learn and develop
- Experience working with data and various data analysis tools in order to organize and normalize data for solution development; proficiency with Excel is a must and working knowledge of SQL, VBA, and business intelligence tools like Alteryx is a plus
- Ready to identify and perform job functions with minimal supervision
- Strong desire to keep up with emerging issues, news, and best practices within the industry
- Aptitude to learn new industry skill sets; primarily digital assets, accounting, and finance
Taxbit in the News
- Bybit Collaborates with Taxbit to Ensure Seamless Financial Compliance for Global and EU Users
- Taxbit Expands Global Platform to Power CARF/DAC8 Compliance at Scale
- Taxbit Unveils Industry-First Global Reporting Platform, Bridging Digital and Traditional Finance
- Taxbit Wins the Digital Banker’s 2025 Digital Assets Award for Best Technology Solution Provider for Digital Assets - Tax & Compliance Automation
- Taxbit Named to 2024 Deloitte Technology Fast 500™ List of Fastest-Growing Companies in North America
- Taxbit Appoints Former OECD Advisor Colby Mangels as Global Head of Government Solutions
- Unlocking Compliance at Scale: CARF/DAC8 Reporting for Digital Asset Platforms
Disclaimers
- By submitting an application for this role, you certify that the information contained in the application is correct to the best of your knowledge. You understand that to falsify information is grounds for refusing to hire you, or for discharge should you be hired.
- For US roles, employment with the Company is at will unless otherwise stated in a written agreement signed by the CEO of the Company. This means that either the Company or the employee can terminate the employment at any time and for any reason, with or without notice.
Similar jobs
Est. 80,000 GBP
Company Founded by CPAs, tax attorneys, and engineers, Taxbit is the leading innovator automating global tax reporting for the digital economy. Taxbit's AI-enabled platform streamlines compliance related to digital asset…
Company Founded by CPAs, tax attorneys, and engineers, Taxbit is the leading innovator automating global tax reporting for the digital economy. Taxbit's AI-enabled platform streamlines compliance related to digital asset…
Est. 140,000 USD
Company Founded by CPAs, tax attorneys, and engineers, Taxbit is the leading innovator automating global tax reporting for the digital economy. Taxbit's AI-enabled platform streamlines compliance related to digital asset…
Est. 140,000 USD
Company Founded by CPAs, tax attorneys, and engineers, Taxbit is the leading innovator automating global tax reporting for the digital economy. Taxbit's AI-enabled platform streamlines compliance related to digital asset…
Est. 65,000 EUR
Company Founded by CPAs, tax attorneys, and engineers, Taxbit is the leading innovator automating global tax reporting for the digital economy. Taxbit's AI-enabled platform streamlines compliance related to digital asset…
Est. 77,500 USD
Company Founded by CPAs, tax attorneys, and engineers, Taxbit is the leading innovator automating global tax reporting for the digital economy. Taxbit's AI-enabled platform streamlines compliance related to digital asset…
Est. 150,000 USD
Company Founded by CPAs, tax attorneys, and engineers, Taxbit is the leading innovator automating global tax reporting for the digital economy. Taxbit's AI-enabled platform streamlines compliance related to digital asset…
Est. 150,000 USD
Company Founded by CPAs, tax attorneys, and engineers, Taxbit is the leading innovator automating global tax reporting for the digital economy. Taxbit's AI-enabled platform streamlines compliance related to digital asset…
Est. 55,000 EUR
Company Founded by CPAs, tax attorneys, and engineers, Taxbit is the leading innovator automating global tax reporting for the digital economy. Taxbit's AI-enabled platform streamlines compliance related to digital asset…
Est. 91,000 EUR
Company Founded by CPAs, tax attorneys, and engineers, Taxbit is the leading innovator automating global tax reporting for the digital economy. Taxbit's AI-enabled platform streamlines compliance related to digital asset…
Est. 245,000 USD
About Digital Asset & the Canton Network Digital Asset builds the technologies that are reshaping the foundations of financial markets. Our mission is to create the world’s most trusted, privacy-enabled, and interope…
Est. 197,500 USD
About Us: YipitData is the leading market research and analytics firm for the disruptive economy and most recently raised $475M from The Carlyle Group at a valuation of over $1B. Every day, our proprietary technology ana…
Est. 169,950 USD
Secure Every Identity, from AI to HumanIdentity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This…
Est. 190,000 USD
The mission of The New York Times is to seek the truth and help people understand the world. That means independent journalism is at the heart of all we do as a company. It’s why we have a world-renowned newsroom that se…
Est. 80,000 USD
About Us At Cloudflare, we are on a mission to help build a better Internet. Today the company runs one of the world’s largest networks that powers millions of websites and other Internet properties for customers ranging…
Secure Every Identity, from AI to HumanIdentity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This…
Est. 155,000 USD
About Figure Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We’re proving that blockchain isn’t just theory - it’s powering real products used by hundreds of thousands of consumers and institut…
Est. 65,000 USD
The Tax Specialist is responsible for processing payroll and sales-related business taxes across federal, state, and local jurisdictions while ensuring compliance with applicable tax laws and regulatory requirements. Thi…
Est. 55,000 EUR
At EFG (ESL FACEIT Group) we create worlds beyond gameplay where players and fans become community. We pride ourselves in having a corporate social responsibility which is that “IT’S NOT GG, UNTIL IT’S GG FOR ALL”. We ar…
Est. 119,000 USD
We are a global team of innovators and pioneers dedicated to shaping the future of observability. At New Relic, we build an intelligent platform that empowers companies to thrive in an AI-first world by giving them unpar…
Est. 80,000 EUR
About Us Established in 2018, Bybit is one of the world’s leading cryptocurrency exchanges and digital financial platforms, serving over 80 million users across more than 200 countries and regions. Powered by world-class…
Est. 120,000 USD
The Role As a Tax Manager, you will be a member of Sixth Street’s Tax Compliance and Reporting Team, which is responsible for global tax compliance and reporting obligations across Sixth Street funds and business, based…
Est. 105,000 USD
Aircall is a unicorn, AI-powered customer communications platform used by 22,000+ companies worldwide to drive revenue, resolve issues faster, and scale customer-facing teams. We’re redefining customer communications by…
Est. 115,000 USD
The Company You’ll Join Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and leg…
Est. 95,000 USD
The Company You’ll Join Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and leg…
It's a new day with a new opportunity at 8am! About the role: We're hiring a Tax Accounting Analyst to join our growing Accounting team. Reporting to the Tax Manager, you'll play a direct role in keeping 8am compliant ac…
Est. 200,750 USD
As the Director, Revenue, you will own the end-to-end global order-to-cash process, encompassing Revenue Recognition, Billing, Collections, and Commission Operations. This is not a traditional finance role. You will brid…
Est. 192,500 USD
Who We Are Lightning AI is the company behind PyTorch Lightning. Founded in 2019, we build an end-to-end platform for developing, training, and deploying AI systems—designed to take ideas from research to production with…
Est. 98,320 USD
The Company You’ll Join Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and leg…
Est. 149,194 USD
The Company You’ll Join Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and leg…