Senior Partnerships Manager, Tax Information ReportingTaxBit • San Francisco, CA, US
Senior Partnerships Manager, Tax Information Reporting
TaxBit • San Francisco, CA, US
30+ days ago
Job type
- Full-time
Job description4+ years of direct experience working with or for an accounting / consulting firm (Big 4 preferred) or a major service provider in the tax / financial reporting space. 7-10+ years of overall experience in fintech, technology, or a related field, with a strong emphasis on partnerships or business development, driving referral business. Technical Skills : Proficiency with CRM software (e.g., Salesforce, Hubspot) for pipeline tracking and partner management. Familiarity with digital asset and blockchain technology concepts. Education : Bachelor's degree in Business, Finance, Accounting, or a related field. MBA or relevant professional certifications (e.g., CPA) are a plus. Location : Ability to travel as needed for partner meetings, conferences, and internal team engagements. Deep Understanding of Accounting & Tax Ecosystem : Big 4+ & Regional Firms : Intimate knowledge of their organizational structures, service lines (tax, advisory, digital assets, managed services), client engagement models, and typical procurement processes. IRW Vendors : Familiarity with their product offerings, customer base, and how they leverage underlying technology. Regulatory Landscape : Strong grasp of current and emerging regulations impacting digital assets, tax transparency (CARF, 1099-DA, CRS), and cross-border compliance. Partnership Management Expertise : Proven ability to build, nurture, and scale strategic partnerships, particularly with large, complex organizations. Experience in co-creating and executing joint business plans with quantifiable OKRs and KPIs. Skilled in driving partner enablement programs, including training, resource development, and ongoing support. Proficiency in conducting Quarterly Business Reviews (QBRs) and managing ongoing partnership health. Business Development Acumen : Demonstrated success in identifying and converting partner-influenced pipeline. Ability to educate and activate partner sales and advisory teams to position Taxbit as a recommended solution. Experience in defending against "build" risk by articulating the value of external infrastructure. Strategic & Analytical Thinking : Capacity to analyze market trends and partner ecosystems to identify new opportunities. Ability to develop and implement long-term partnership strategies aligned with company goals. Data-driven approach to partnership management, leveraging metrics to optimize performance. Communication & Influence : Exceptional presentation, negotiation, and interpersonal skills. Ability to build rapport and trust with senior executives and cross-functional teams within partner organizations. Strong written communication for developing compelling partnership proposals and enablement materials. Proactive & Self-Starter : Ability to take initiative, identify opportunities, and drive projects independently with minimal supervision. Results-Oriented : Focused on achieving measurable outcomes and exceeding partnership goals. Collaborative & Team Player : Willingness to work closely with internal teams (sales, product, legal, marketing) and external partners. Adaptable & Resilient : Comfortable navigating complex environments, managing ambiguity, and adjusting strategies as needed. Credible & Trustworthy : Possesses high integrity and can build lasting relationships based on mutual respect. Curious & Continuous Learner : Stays abreast of industry trends, regulatory changes, and partner offerings. Competitive cash compensation (based on experience) Equity (RSUs) Competitive benefits package A modern 401(k) plan that includes access to crypto, financial wellness benefits, low fees and more Hybrid working model : 3 days in-office, 2 days WFH / flexible Monday team lunches, snacks and drinks Discretionary Time Off - enjoy the flexibility to rest, refuel, and recharge Paid parental leave to bond with your child Fertility Benefit By submitting an application for this role, you certify that the information contained in the application is correct to the best of your knowledge. You understand that to falsify information is grounds for refusing to hire you, or for discharge should you be hired. Employment with the Company is at will unless otherwise stated in a written agreement signed by the CEO of the Company. This means that either the Company or the employee can terminate the employment at any time and for any reason, with or without notice.
Job Description
Job Description
Company
Founded in 2018 by CPAs, tax attorneys, and software developers, Taxbit is creating an entirely new category to enable widespread compliant adoption of digital assets for the global economy. Taxbit's Software-as-a-Service (SaaS) platform streamlines and automates customers' tax reporting and accounting activities for digital assets.
Trusted by leading crypto, tech, and traditional enterprises, Big 4 accounting firms, and government agencies (including the IRS), Taxbit solves compliance challenges at scale amidst an ever-evolving regulatory landscape. Taxbit is backed by leading Silicon Valley VCs with teams located in New York City, San Francisco, Seattle, Salt Lake City, and Europe.
Opportunity for Impact
Taxbit is hiring a Senior Partnerships Manager to lead the development, enablement, growth and expansion of existing tax and information reporting in the United States and internationally. As an Individual Contributor, you will own the success of channel account management, helping Taxbit scale through partners contributing to partner influenced revenue.
Role and Responsibilities
- Create and execute Big 4+ Partnership Plans : Co-create annual plans with partners, including OKRs and KPIs, and drive meaningful results.
- Facilitate Partnership Enablement (Big 4+ and Information Reporting Partners) : Own weekly / biweekly touchpoints with working teams, QBRs (Quarterly Business Reviews), and proper partnership enablement activities across Big 4+ and IRW Vendors.
- Capture Partner-Influenced Pipeline : Educate and activate partner teams to recommend the solution in RFPs, gap analyses, and client proposals.
- Monitor emerging in-house initiatives and position the company as the infrastructure of choice.
- Build Influence Across Service Lines : Develop and maintain relationships across tax, advisory, digital assets, and managed services teams to foster trust and visibility into client projects.
- Team Structure & Global Alignment : Report to the Global Head of Partnerships, drive partner expansion, and coordinate closely with the SVP of Tax, EU Partnerships lead and Head of Partnerships to ensure unified global execution and shared playbooks.
Essential Requirements
Professional Qualifications
Personal Characteristics
Compensation
The base salary range for this role is $160,000-$195,000. Certain roles may be eligible for incentive compensation, equity, and benefits. Actual compensation will vary depending on various job-related factors, including, but not limited to location, experience, level, and job qualifications.
Benefits & Perks
Taxbit in the News
Corp Press
Forbes America's Best Startup Employers
Deloitte Top 10 Fast 500 Award
Forbes FinTech 50
Recent Product Announcements
Taxbit Announces AI Enabled Rules Engine for Crypto Accounting
Taxbit Launches DAC7 Compliance Solution for Digital Marketplaces
Taxbit Introduces The First Enterprise-Grade Legal Entity Support Solution for Digital Assets
Taxbit Launches Innovative CESOP Reporting Solution for Digital Assets
TB Thought-Leadership Pieces
Fortune - Future of Finance
NASDAQ - How Regulation and Technology Are Bridging the Gap Between Tradfi and Crypto
Future of Finance Roundtable Event (Video)
Coindesk - The Tax Implications of Sam Bankman-Fried's Conviction
Fox Business - AI tools streamlining accounting workflows and opening capacity for innovation
Bloomberg Tax - Is Anyone Paying State Taxes on Bitcoin and NFTs? (Podcast)
Alliance / Partner Announcements
IRS Taps TaxBit to Audit Bulk Crypto Transactions
Disclaimers
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