Ensure accurate application of backup withholding and NRA withholding rates on reportable transactions
Monitor and ensure timely withholding tax deposits in accordance with IRS requirements
Reconcile withholding tax liabilities and support preparation of Form 945 and Form 1042
Monitor withholding rate changes and coordinate system updates accordingly
Track and respond to IRS notices including B-notices, C-notices, and withholding tax assessments
Support withholding tax audits and tax authority requests
Research and analyze U.S. withholding tax developments and assess impact on Coinbase operations
Identify and implement improvements to withholding tax processes and procedures
Respond to inquiries from product, onboarding, and customer support teams regarding U.S. withholding tax requirements
Partner with product and data teams on system requirements and business rules for withholding tax processes
Support customer service teams through internal education and customer escalations related to withholding tax
Coordinate across departments including product, data analytics, onboarding, customer service, and communications

Bachelor’s degree in Finance, Accounting, or similar field
4-7+ years of experience in U.S. withholding tax, ideally with a bank, broker-dealer, large financial institution or multinational or Big 4
Strong technical knowledge of backup withholding (IRC Section 3406) and NRA withholding (IRC Sections 1441-1446)
Experience with U.S. withholding tax deposits, reconciliations, and filings (Form 945, Form 1042)
Familiarity with IRS notice processes, including B-notices and C-notices
Experience with withholding tax systems and tools
Experience with withholding tax system implementations or process automation
Excellent written and verbal communication skills, with the ability to explain withholding tax requirements to both tax and non-tax audiences
Strong attention to detail and process orientation
Collaborative mindset and positive attitude
Willingness to adapt and learn in a fast-paced environment

Associate Manager, Tax Information Reporting, Withholding

Key skills