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TaxBit — New York City, New York
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.
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.
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.
Responsibilities
1.
Qualifications
, 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.
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 a