Head of Tax Information Reporting

The role

You will build and run the global tax information reporting function. This involves managing data, vendors, and policy for reporting frameworks like CARF, DAC8, CRS 2.0, FATCA, and US Form 1099-DA.

What you will do

• Own the end-to-end reporting cycle for CARF, DAC8, CRS 2.0, FATCA, and 1099-DA for all OKX entities.
• Define and own the data specification for the tax platform vendor.
• Build and run the QA framework and reconcile files to source.
• Manage the tax platform vendor including contract scope and delivery calendar.
• Set the group reporting policy and interpret tax 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 and lead 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 and multiple legal entities.
• Strong data skills including writing SQL and defining data specifications.
• 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.
• 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

About the company

OKX is a leading crypto exchange and the developer of OKX Wallet. It is part of OKG, a group that brings the value of Blockchain to users around the world.