Global Payroll Tax Specialist

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.

The Role:

SoFi is seeking a detail-oriented and proactive Global Payroll Tax Specialist to support our expanding business. This role is essential in ensuring payroll tax compliance and reporting across multiple jurisdictions. The ideal candidate will possess a keen willingness to learn, a problem-solving mindset, attention to detail, and a strong desire to improve our end-to-end payroll processes.

What You’ll Do:

• Equity Processing: Handle equity payroll tasks, including pre-payments and reversals, research, and resolution of tax variances.
• Tax Filing Review: Review and analyze monthly, quarterly, and annual tax filings related to payroll and equity payroll processing.
• Research and Amendments: Conduct research and evaluate amendments to tax filings as required.
• SOX Compliance: Ensure all reconciliations are documented properly to maintain SOX compliance.
• Payroll Data Processing: Oversee the processing of all equity payroll data and ensure accurate tax withholding.
• Tax Return Oversight: Work with third-party vendors to ensure timely and accurate federal, state, and local withholding and unemployment tax returns.
• Tax Deposits: Ensure payroll tax deposits and returns are completed in compliance with federal, state, and local tax laws.
• Tax Law Research: Stay current on changes in tax laws, ensuring that tax issues affecting the company are understood and addressed.
• Agency Notices: Respond to agency notices, preparing necessary documentation and correspondence.
• Reporting: Produce reports to prevent and detect issues that could affect payroll tax compliance.
• Additional Duties: Take on other responsibilities as required to support the payroll team.

What You’ll Need:

• Bachelor’s degree and a minimum of 2 years of progressive experience in a multi-state payroll function.
• At least 2 years of experience in global equity payroll processing.
• Knowledge of various equity award types (ISO, NSO, RSU, LTI Cash, ESPP, etc.) and related global taxation.
• Solid understanding of U.S. Payroll laws, regulations, and requirements.
• Experience with Workday Payroll is highly preferred.
• Advanced proficiency with G-Suite and Excel.
• Proven ability to meet deadlines and prioritize tasks.
• Ability to thrive in a highly collaborative environment.
• Strong customer service skills, with the ability to effectively handle and resolve employee inquiries and issues.
• Excellent verbal, written, analytical, organizational, and problem-solving skills.
• Must demonstrate attention to detail, organizational skills, and consistent follow-through.

Ability to partner with cross-functional teams, including Equity, HR, Legal, and Tax.

Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.    To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

The Company hires the best qualified candidate for the job, without regard to protected characteristics.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

New York applicants: Notice of Employee Rights

SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.