Head of Tax Information Reporting
New
O
OKXDigital assets
Location: Remote Roles - EMEA, Comfort working across US, EU, and Asia time zones.Full-TimeDirector
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Experience
- 7+ years in tax information reporting, tax operations, or regulatory data reporting at a global exchange, broker, bank, fintech, or digital asset platform, including at least 3 years leading a team.
- Required Skills
- SQL
Requirements
- 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 of team leadership experience.
- Hands-on experience in a global, distributed digital asset business, including exchange or wallet transaction data, multiple legal entities, and users across many jurisdictions.
- Ability to write SQL and define data specifications for engineers.
- Experience reconciling large transaction datasets to a ledger and identifying discrepancies.
- Experience building or running data quality controls on reporting output.
- Working knowledge of CARF, DAC8, CRS, and FATCA, including due diligence rules, self-certification requirements, reportable transaction categories, and XML schemas.
- Ability to explain data and tax issues to executives, engineers, and local compliance officers, and to run a steering committee.
- Comfort working across US, EU, and Asia time zones and a record of meeting filing deadlines.
- Direct CARF or DAC8 implementation experience is strongly preferred.
- Experience managing a tax reporting vendor or platform is a plus.
- Experience building a function from a small base, including policy, controls, hiring, and running the first cycle.
Responsibilities
- Own the end-to-end CARF, DAC8, CRS 2.0, FATCA, and 1099-DA reporting cycle for entities in scope.
- Define the data specification for the tax platform vendor and work with Product and Data Engineering to build and test the pipeline.
- Build and run QA controls, reconcile reporting files to source data, validate XML schemas, and oversee release decisions.
- Manage the tax platform vendor's scope, delivery calendar, test cycles, output validation, issue resolution, and renewal.
- Set group reporting policy and interpret applicable tax reporting regimes.
- Own global tax self-certification design, validation rules, refresh triggers, and remediation for existing users.
- Define processes for restricting undocumented accounts under DAC8 and CARF.
- Maintain entity readiness tracking and report to the CCO and CARF steering committee.
- Build and lead a small senior team, and coordinate with and train local compliance and entity leads.
- Support independent testing and tax authority examinations with complete, reproducible records.
View Full Description & ApplyYou'll be redirected to the employer's site
