Tax Information Reporting Manager - Remote

Overview

The Tax Information Reporting Manager will be a key addition to the Finance Department as eXp continues its rapid global expansion. eXp is looking for a highly motivated and experienced tax professional.

In Short

• Manage cross functional team during peak season focusing on accurate and timely completion of the annual 1099/1096/1042 process.
• Work with a third-party vendor to ensure B notices are processed and mailed in a timely manner.
• Track and record B notices responses with updated W9.
• Assist with determining 1099 IRS backup withholding obligation.
• Prepare annual IRS Form 945.
• Manage IRS 1099 assessments and notices relevant to the TIN mismatching.
• Review and validate tax forms (W-8, W-9), FATCA and CRS certificates submitted by users.
• Conduct regular assessments of S information reporting and withholding processes.
• Assist in drafting and implementing tax policies on tax reporting issues.
• Identify opportunities for operational efficiency enhancements and process automation.

Requirements

• Bachelor’s degree in Accounting or Finance.
• 4-6+ years of experience in public accounting or industry in tax or accounting.
• Experience working in or with publicly traded companies.
• Experience with preparing/reviewing/efiling 1099/1096/1042 and similar forms.
• Experience reviewing W-9 and W8 forms, FATCA reporting to tax authorities.
• Strong math aptitude and computer skills.
• Excellent research skills, including a focus on documentation.
• Strong attention to detail.
• Ability to analyze financial statements and write commentary.
• Strong time-management and project management skills.

Benefits

• Work from anywhere.
• Flexible Time Off.
• 401k with 4% match (immediate vesting).
• Robust Medical, Dental, & Vision benefits.
• Company provided equipment.
• Monthly Technology Stipend.
• FSA & HSA with employer contributions.
• Health & Wellness incentives.
• 100% Paid Parental Leave.
• Supportive and inclusive work environment.