Senior Manager, Tax
DriveWealth
DriveWealth is a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices.
Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.
We seek enthusiastic professionals to contribute diverse perspectives and experiences to our Brokerage-as-a-Service platform. Our culture blends the pace and opportunity of a tech start-up with the impact, stability, and significance of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. We value diversity and inclusion, celebrating the unique differences of our employees as we scale and grow together. We’re guided by operating principles grounded in accountability, teamwork, integrity, and solutions built to scale. Join us!
About The Role:
We are seeking our first in-house tax professional to join our Finance leadership team. While we leverage KPMG for execution of global tax compliance, this role will provide oversight, ensure accuracy, and serve as the internal tax voice for a rapidly growing fintech company with a global presence. This is a high-impact role with exposure to senior leadership, requiring both hands-on execution and strategic thinking.
What You'll Do:
- Oversight of External Advisors:
- Review and challenge work prepared by KPMG (corporate income tax, indirect tax, international filings, transfer pricing)
- Manage deliverables, deadlines, and cost efficiency
- Tax Risk Management & Governance:
- Develop and maintain internal tax controls in line with SOX (if applicable) and global best practices
- Ensure compliance with tax laws in multiple jurisdictions
- Act as the primary point of contact during tax audits
- Strategic Business Partnering:
- Collaborate with Product, Legal, and Finance to evaluate tax implications of new products, services, and market entries
- Provide tax input on business contracts and revenue arrangements
- Planning & Advisory:
- Support international structuring, inter-company transactions, and transfer pricing policies
- Partner with Treasury and FP&A on cash repatriation, effective tax rate forecasting, and tax optimization
- Scaling the Function:
- Build processes to reduce reliance on external advisors over time
- Potentially grow an internal tax team as the company expands
What You'll Need:
- 7–12 years of progressive tax experience (Big 4 public accounting + in-house preferred)
- Strong background in corporate tax compliance and planning; international tax and fintech/financial services experience a plus
- Ability to critically review and challenge work prepared by external advisors
- Strong project management and communication skills
- Comfortable in a fast-paced, high-growth environment with evolving processes
Applicants must be authorized to work for any employer in the U.S. DriveWealth is unable to sponsor or take over sponsorship of an employment Visa at this time.
Compensation
Compensation package offerings are based on candidate experience and technical qualifications, as it relates to the role. These are identified and determined throughout your interviewing experience.
Please note: this role is expected to come into our office on a cadence set by the Hiring Manager/Team.
Benefits
- Competitive medical, dental, and vision insurance options
- Mental health resources
- Generous paid time off with observed holidays (varies per country)
- Paid parental leave for biological and adoptive parents
- Up to $2,500 or local equivalent each year to invest in continued education and personal development
- Up to $900 each year or local equivalent for fitness and wellness reimbursement
- Company-provided phone (varies by country)
- For HQ in-office employees, a daily lunch stipend, unlimited snacks, and engaging office space in the Financial District
- Pre-tax commuter benefits (US only)
- Employer 401K match (US only)
Benefit offerings vary based on country and are subject to change.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
TO ALL AGENCIES: Please, no phone calls or emails to any employee of DriveWealth outside of the Talent organization. DriveWealth’s policy is to only accept resumes from agencies via Greenhouse (ATS). Agencies must have a valid services agreement executed and must have been assigned by the Talent team to a specific requisition. Any resume submitted outside of this process will be deemed the sole property of DriveWealth. In the event a candidate submitted outside of this policy is hired, no fee or payment will be paid.