Head of Tax Information Reporting

The role

The Head of Tax Information Reporting will build and run the global tax information reporting function. This role involves managing data, reporting cycles, and vendor relationships for various tax regimes including CARF, DAC8, CRS 2.0, FATCA, and US Form 1099-DA.

What you will do

• Own the end-to-end CARF, DAC8, CRS 2.0, FATCA, and 1099-DA reporting cycle.
• Define and own the data specification that feeds the tax platform vendor.
• Build and run the QA framework.
• Manage the tax platform vendor.
• Set the group reporting policy and interpret the regimes.
• Own the global tax self-certification design in onboarding.
• Define the process for restricting undocumented accounts under DAC8 and CARF.
• Maintain the entity-by-entity readiness tracker.
• Build a small, senior team.
• Support independent testing and tax authority examinations.

Required qualifications

• 7+ years in tax information reporting, tax operations, or regulatory data reporting at a global exchange, broker, bank, fintech, or digital asset platform.
• At least 3 years leading a team.
• Hands-on experience in a global, distributed digital asset business with exchange or wallet transaction data, multiple legal entities, and users in many jurisdictions.
• Strong data skills including writing SQL, defining data specifications, and reconciling large transaction datasets to a ledger.
• Working knowledge of CARF, DAC8, CRS, and FATCA.
• Experience building a function from a small base.
• Ability to explain data and tax issues to executives, engineers, and local compliance officers.
• Judgment on when to escalate.
• Comfort working across US, EU, and Asia time zones.
• A record of meeting hard filing deadlines.

Nice to have

• Direct CARF or DAC8 implementation experience
• Experience managing a tax reporting vendor or reporting platform
• Experience with US Form 1099-DA or 1099-B production, backup withholding, or Qualified Intermediary reporting
• Experience with the DAC8 60-day account restriction process or equivalent undocumented account remediation at scale
• Familiarity with GDPR requirements for sharing customer data with tax authorities
• Python or similar scripting for data validation
• Experience with data warehouse tools such as Databricks
• Experience working inside a Three Lines Model
• A CPA, chartered tax adviser, or equivalent; or a degree in data science, computer science, or accounting

Benefits

• Competitive total compensation package
• L&D programs and Education subsidy
• Various team building programs and company events
• Comprehensive healthcare schemes for employees and dependants

About the company

OKX is a leading crypto exchange and the developer of OKX Wallet, providing access to crypto trading and decentralized crypto applications. The company is driven by core principles: We Before Me, Do the Right Thing, and Get Things Done.