Block
Director, Global Tax Information, Reporting & Withholding
Bay Area, CA, United States of America. Posted 3 days ago
The role
You will lead customer and payee tax reporting, documentation, and withholding across Square, Cash App, Afterpay, and other Block businesses. You will manage teams and providers, embed requirements in products, and modernize operations through automation.
What you will do
- Own global reporting and withholding strategy, governance, and implementation of regulatory changes.
- Own Forms 1099 and 1042-S, including filing, recipient delivery, reconciliations, and corrections.
- Lead digital asset reporting, including applicable cost basis and transfer-reporting requirements.
- Own backup and foreign-person withholding, including under Chapters 3 and 4, state obligations, deposits, reconciliations, and Forms 945 and 1042.
- Lead applicable FATCA, Form 8966, CRS, DAC7, Australian and other local reporting.
- Partner with Product, Engineering, and Data to build and test documentation, reportability, withholding, and reporting logic.
- Lead notices, B-Notice processes, examinations, and penalty defense.
- Own reporting and withholding controls and coordinate SOX requirements.
- Develop the team and manage platforms and providers.
- Deliver an automation roadmap with Tax Technology and Engineering.
Required qualifications
- 10+ years of information reporting and withholding experience, including high-volume operations in payments, fintech, digital assets, or financial services.
- Bachelor's degree in Accounting, Finance, or a related field.
- Deep 1099, Chapters 3 and 4, FATCA, and CRS expertise, with hands-on withholding, deposit, reconciliation, and related filing experience.
- Experience translating tax requirements into tested product specifications.
- Advanced transaction-data analysis skills.
- Experience rebuilding high-volume workflows and delivering measurable improvements through automation or AI.
- Experience leading high-volume notice, penalty, and examination responses, including reasonable and abatement.
- People leadership and clear communication of reporting risk to technical, business, and executive audiences
Nice to have
- CPA, MST, or JD
- Form 1099-DA or other digital asset reporting implementation.
- Platform implementation or migration, high-volume corrections, and coordination with Support, Legal, and Compliance.
Benefits
- Remote work
- medical insurance
- flexible time off
- retirement savings plans
- modern family planning
Before you apply
- U.S. roles are typically open for an average of 55 days before being filled.
- Candidates may submit up to 9 active applications within a 60-day period.
- Reapplications to the same role are accepted 90 days after a previous application has been reviewed.
- We may use automated AI tools to evaluate job applications.
About the company
Block, Inc. builds technology to increase access to the global economy through brands like Square, Cash App, Afterpay, TIDAL, Bitkey, and Proto.