Teams at SoFi

Lead tax information reporting and withholding compliance across domestic and international frameworks, including FATCA, CRS, CARF, DAC7, and U.S. tax rules. Advise product teams on digital asset reporting, oversee tax documentation, withholding, remittance, and annual filings, and partner with technology and operations teams on automated workflows. Lead audits, risk remediation, policy updates, regulatory monitoring, and business requirements development for tax systems.

Own and grow employer and workplace partnerships through onboarding, activation, optimization, renewal, and expansion. Build success plans, engagement campaigns, business reviews, and data-driven recommendations while managing escalations, renewals, compliance, and cross-functional execution. Serve as a trusted advisor to HR, Benefits, Payroll, and executive stakeholders, using Salesforce and reporting tools to track performance, risks, opportunities, and next steps. Travel approximately 10–15% as needed.

The Staff Credit Policy Analyst leads the development and governance of credit policies for home loans, ensuring compliance and operational efficiency while collaborating with leadership and cross-functional teams.