SME Tax Manager

SME Tax ManagerNew York, New YorkFounded 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 ImpactAs 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 Responsibilities1. Go-To-Market & Commercial StrategyEngage 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 regulationsEngage directly with prospects, with particular focus on accelerating or expanding the largest and/or most strategic deals for Taxbit qualificationsPartner 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 & ImplementationsPartner 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 data3. Product Logic & AEOI DevelopmentSupport 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 Qualifications5-8 years of income tax experience working in public accounting or industryProven track record of identifying opportunities to build, test, and scale AI-powered solutionsSees AI as a force multiplier and actively looks for ways to enhance team performance through innovation & curiosityDegree in accountingCPA certificationExceptional organizational and management skills; ability to juggle multiple projects and disparate informationCritical thinker with strong analytical and problem-solving skills; high attention to detail and thoroughness in approachTeam 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 developExperience 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 plusReady to identify and perform job functions with minimal supervisionStrong desire to keep up with emerging issues, news, and best practices within the industryAptitude to learn new industry skill sets; primarily digital assets, accounting, and financeTaxbit in the NewsBybit Collaborates with Taxbit to Ensure Seamless Financial Compliance for Global and EU UsersTaxbit Expands Global Platform to Power CARF/DAC8 Compliance at ScaleTaxbit Unveils Industry-First Global Reporting Platform, Bridging Digital and Traditional FinanceTaxbit Wins the Digital Banker's 2025 Digital Assets Award for Best Technology Solution Provider for Digital Assets - Tax & Compliance AutomationTaxbit Named to 2024 Deloitte Technology Fast 500™ List of Fastest-Growing Companies in North AmericaTaxbit Appoints Former OECD Advisor Colby Mangels as Global Head of Government SolutionsUnlocking Compliance at Scale: CARF/DAC8 Reporting for Digital Asset PlatformsDisclaimersBy 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.