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SME Tax Manager

TaxBit · New York, United States

External listingfull-time2 months ago

About The Role

Join Taxbit as a SME Tax Manager, where you'll be a key member of our Subject Matter Expert team. This multi-disciplinary role requires on-site availability and alignment with local business operations. You'll act as the technical brain for our Go-To-Market team, a strategic advisor for Client Implementations, and a core logic architect for our Automatic Exchange of Information product suite. Your responsibilities will include engaging with our sales and business development team, partnering with marketing, customer operations, and product teams, and providing customer and internal support during peak filing seasons.

  • Act as the "technical brain" for the Go-To-Market (GTM) team, providing tax subject matter expertise and training for new regulations.
  • Engage directly with prospects and clients, focusing on accelerating or expanding strategic deals for Taxbit qualifications.
  • Partner with Marketing to produce white papers, webinars, and thought-leadership content regarding regulatory shifts.
  • 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
  • Critical thinker with strong analytical and problem-solving skills; high attention to detail and thoroughness in approach
  • Exceptional organizational and management skills; ability to juggle multiple projects and disparate information
  • 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
  • Degree in accounting
  • 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
  • Strong desire to keep up with emerging issues, news, and best practices within the industry
  • Ready to identify and perform job functions with minimal supervision
  • Aptitude to learn new industry skill sets; primarily digital assets, accounting, and finance
  • 5-8 years of income tax experience working in public accounting or industry
  • CPA certification

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