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Director, US Tax

SoFi
San Francisco, United Statesfull_timeVerifiedPosted 23 Jul 2025

About the role

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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.

The role:

We are seeking a highly experienced and strategic tax professional to lead our US tax operations, SEC reporting, and compliance functions. Reporting directly to the Global Head of Tax, this pivotal role will be responsible for setting US tax strategy, driving tax forecasting and modeling initiatives, and ensuring comprehensive tax compliance and optimization across the organization. The successful candidate will be a proactive leader, collaborating extensively with cross-functional teams to integrate tax considerations into business decisions and foster a culture of excellence within the tax department.

What you'll do:

  • Strategic Tax Leadership:
    • Develop, articulate, and execute the overall US tax strategy in alignment with the company's global tax objectives and overarching business strategy.
    • Identify, analyze, and implement strategic US tax planning opportunities to optimize the company's tax position while ensuring compliance with all applicable tax laws.
    • Proactively monitor and analyze proposed and enacted US tax legislation, regulatory changes, and judicial developments, assessing their impact on the company and recommending strategic adjustments.
  • US Tax Operations & Compliance:
    • Oversee and manage the accurate and timely preparation and filing of all US federal, state, and local income/franchise tax returns, estimates, and extensions, ensuring compliance with all applicable tax laws and regulations.
    • Lead and drive tax compliance transformation initiatives, leveraging technology and process improvements to enhance efficiency, accuracy, and scalability of US tax operations.
    • Manage and lead all US federal, state, and local tax audits and inquiries, developing effective audit defense strategies and negotiating resolutions.
  • Tax Accounting & SEC Reporting (ASC 740):
    • Provide oversight and strategic direction for the accurate and timely preparation and review of the global tax provision (ASC 740) for SEC reporting purposes, including related financial statement disclosures.
    • Establish, maintain, and continuously improve robust SOX 404 tax accounting controls, ensuring compliance and mitigating risks.
  • Tax Forecasting & Modeling:
    • Lead the US tax forecasting process, providing accurate and timely projections of effective tax rates, cash taxes, and tax-related financial metrics.
    • Develop and implement sophisticated tax modeling capabilities to analyze the tax implications of various business initiatives, legislative changes, and strategic alternatives.
  • Cross-functional Collaboration & Business Partnership:
    • Serve as a tax liaison and strategic partner to various internal departments, including Finance (CFO, FinLeads, FP&A), Accounting (Controller, Accounting Operations), Legal, Human Resources (compensation, benefits), Treasury, and Business Units.
    • Provide expert tax advice and ensure tax considerations are integrated into business decisions and processes across the organization.
    • Communicate complex tax concepts in a clear and concise manner to non-tax professionals and senior leadership.
  • Mergers & Acquisitions (M&A):
    • Lead the tax due diligence and integration efforts for mergers, acquisitions, and divestitures, assessing tax implications and structuring transactions efficiently.
  • Team Leadership & Development:
    • Lead, mentor, and develop a high-performing US tax team, fostering a culture of continuous learning, collaboration, and excellence.
    • Manage team performance, provide coaching, and support professional growth.
  • Technical Expertise:
    • Provide expert technical tax guidance and thought leadership on complex US tax matters, preparing comprehensive technic

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Company

SoFi

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