Jobs / United States / Social Finance INC
Lead Product Tax Advisor
Social Finance INC · 🇺🇸 United States
Sponsorship verdict
Sponsorship possible
One solid signal, not two — worth applying, and worth asking about sponsorship early.
- Employer is on a government sponsor recordThe US Department of Labor certified 186 H-1B/E-3 labor condition applications for this employer between Oct 2025 and Jun 2026 (latest Jun 2026) — the step every H-1B hire needs first. USCIS also records 49 H-1B approvals in FY2023. Source: LCA disclosure data (US Department of Labor (OFLC)).
- The posting doesn’t mention sponsorshipSilence isn’t a refusal — ask the recruiter before investing much time.
- No salary bar for this routeH-1B has no fixed salary bar: the employer must pay at least the prevailing wage for the role and area. Cap-subject employers enter a lottery weighted by wage level. Source: https://www.federalregister.gov/documents/2025/12/29/2025-23853/weighted-selection-process-for-registrants-and-petitioners-seeking-to-file-cap-subject-h-1b, rules effective 2026-02-27.
- What Social Finance INC paid sponsored hires in similar roles4 certified filings for “Principal Product Manager, Account Linking Platform” (Information Technology Project Managers) in CA: $213k–$260k, median $229k. Most were filed at wage level III (50%) — 3 lottery entries, ≈46% projected selection odds for cap-subject employers. Source: US Department of Labor LCA disclosure data (Oct 2025 – Jun 2026).
- Confirmed live todayWhen a source last listed this job as open.
US H-1B: cap-subject employers enter a lottery weighted by wage level — Level I gets 1 entry, Level IV gets 4 (DHS projected selection odds ≈15% at Level I to ≈61% at Level IV). Universities and non-profit research employers are cap-exempt. The $100,000 fee for new petitions from abroad is currently blocked by a court order (appeal pending).
A verdict summarises public evidence; it is not legal advice and never a guarantee — the employer and the immigration authority decide. Sign in to factor in where you can already work.
Or apply yourself on the official page →
Sponsor Radar — Social Finance INC
The US Department of Labor certified 186 H-1B/E-3 labor condition applications for this employer between Oct 2025 and Jun 2026 (latest Jun 2026) — the step every H-1B hire needs first. USCIS also records 49 H-1B approvals in FY2023. Source: LCA disclosure data (US Department of Labor (OFLC)).
Past sponsorship or register membership never guarantees sponsorship for this vacancy or for you. Full Sponsor Radar for Social Finance INC →
About the role
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. Position Overview We are seeking an experienced Tax Information Reporting & Withholding (IRW) Advisor to oversee and strengthen our global tax compliance framework. In this role, you will serve as the subject matter expert on domestic and international tax information reporting, withholding obligations, and cross-border regulatory frameworks (including FATCA, CRS, and US Chapter 3/4 withholding). You will work closely with cross-functional teams—including Finance, Legal, Technology, and Operations—to ensure operational compliance, minimize exposure, and optimize tax processes. You will work closely with the Business units on new product developments and advise them on the tax reporting requirements especially as it relates to Digits Assets reporting. Key Responsibilities • Subject Matter Expertise: Serve as the primary technical advisor on US Information Reporting and Withholding (IRW) rules (Form 1099, 1042/1042-S, 8966) as well as global regulatory reporting frameworks (FATCA, CRS, CARF, and DAC7 where applicable). • Technical Proficiency: Experience writing business requirements (BRDs) for software engineering teams and working with tax APIs or tax engines. • Domain Knowledge: Deep understanding of cost-basis accounting, information reporting (Form 1099 / Form 1042-S family), tax withholding, and state/international tax implications for digital products. • Documentation & Onboarding: Oversee the collection, review, and validation process for tax documentation (Forms W-9, W-8 series, self-certifications) across clients, vendors, and counterparties. • Withholding & Remittance: Ensure accurate calculation, withholding, and timely remittance of tax on US-source fixed, determinable, annual, or periodical (FDAP) income and foreign partnership allocations. • Annual Reporting: Manage the end-to-end preparation, reconciliation, and filing of annual tax information returns with the IRS and foreign tax authorities. • Process & Technology Optimization: Partner with IT and Operations to design, implement, and enhance operational workflows and automated systems for onboarding, withholding calculations, and regulatory reporting. • Audits & Risk Management: Lead internal control assessments, respond to tax authority audits or inquiries, and manage risk remediation plans. • Policy & Advisory: Monitor ongoing legislative and regulatory developments (including IRS updates and OECD guidance), assess business impact, and update policies, SOPs, and employee training accordingly. Qualifications & Experience • Education: Bachelor’s degree in Accounting, Finance, Business Administration, or a related field. J.D., LL.M. in Taxation, or Master’s in Taxation strongly preferred. • Certifications: CPA or Enrolled Agent (EA) designation preferred. • Experience: 5+ years of dedicated experience in tax information reporting and withholding within a public accounting firm, financial institution, or corporate tax department. • Technical Knowledge: Strong expertise in IRC Chapters 3, 4 (FATCA), and 61, as well as Backup withholding and OECD Common Reporting Standard (CRS). Key Perf