Zach Rowe is a Manager on the Subject Matter Expert team at TaxBit, focusing on Tax & Information Reporting. He handles tax season execution, specifically assisting clients with the compilation, review, and ingestion of user and transaction data, as well as performing quality assurance and final delivery and submission of a variety of information returns, including Forms 1099-B, MISC, NEC, INT, DIV, K, R, and Forms 5498 and 1042-S.

He has 7 years of experience in the field – prior to joining TaxBit, he spent time on the Global Information Reporting team at PricewaterHouseCoopers, where he assisted large asset management firms and fortune 500 banks with their Know-Your-Client needs and year-end compliance, including the generation of Forms 1099 / 1042-S, and FATCA/CRS returns.

Further, after helping spec and implement an internal application at PwC to assist in the review of Forms W-8/W-9, Zach joined TaxBit to help lead the build of their Digital W-8/W-9 product offering, designed to seamlessly integrate with client’s external UI and ease the burden of customer onboarding.