Principal / Senior Product Manager, Asset (Tax Reporting, Client Statements & Portfolio)

The role

This role establishes a scalable product framework for tax reports and statements across different jurisdictions. You will define the vision and roadmap for customer tax reporting, client statements, and transaction history.

What you will do

• Define the long-term vision, strategy and roadmap for customer tax reporting, client statements and transaction history.
• Establish a scalable global tax reporting platform and expansion framework.
• Partner with Tax, Legal and Compliance teams to assess regulatory developments and prioritize regional initiatives.
• Own the development of the Tax Center, including tax documents, reporting status, and transaction.
• Lead integrations and product strategy for tax and reporting providers such as TaxBit and Sovos.
• Contribute to portfolio management and asset analytics products including asset dashboards, portfolio performance, asset allocation and P&L experiences.

Required qualifications

• Bachelor's or Master's degree in a relevant field (e.g., computer science, engineering, fintech, business).
• Ability to translate tax, regulatory and financial requirements into scalable product capabilities, workflows and data requirements.
• Experience with digital asset tax reporting, cost basis, gains and losses calculations, tax forms or e-invoicing.
• Rigorous, detail-oriented, and composed under pressure.
• High sense of ownership and accountability.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills.
• Proficiency in English.
• Mandatory Mandarin speaking.

Nice to have

• Prior working experience in well-known Internet/cryptocurrency companies such as Futu, Tiger, Coinbase, etc. preferably in brokerage, tax technology

Benefits

• Competitive total compensation package
• L&D programs and Education subsidy for employees' growth and development
• Various team building programs and company events
• Wellness and meal allowances
• Comprehensive healthcare schemes for employees and dependants

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.