O
Head of Tax Information Reporting
Contract type
Ongoing
Work mode
Remote
Experience
Senior · 7+ years
Job description
Head of Tax Information Reporting at OKX, responsible for building and running the global tax information reporting function covering CARF, DAC8, CRS 2.0, FATCA and US Form 1099-DA. The role is heavily data-focused, owning the data specification, vendor relationship and QA framework for accurate filings.
At a glance
- Work mode
- Remote
What you'll do
- Define and own the data specification that feeds the tax platform vendor: which users, which transactions, which balances, how they are aggregated by user and jurisdiction, and how they reconcile to the ledger; work with Product and Data Engineering to build and test the pipeline.
- Build and run the QA framework: reconcile every file to source, validate it against the OECD XML schema and local variants, sample-test self-certification reasonableness checks, and run cross-entity consistency checks for users who hold accounts with more than one OKX entity.
- Manage the tax platform vendor: contract scope, delivery calendar, test cycles, output validation, issue resolution, and the annual renewal decision.
- Set the group reporting policy and interpret the regimes for OKX: reportable crypto-assets, transfers to unhosted wallets, staking and reward income, retail payment thresholds, residency tie-breakers, and TIN rules, exercising independent technical judgment, supported by Legal and external tax advisers.
- Own the global tax self-certification design in onboarding, including validation rules, refresh triggers, and the backlog remediation program for existing users, working with Compliance and Product.
- Define the process for restricting undocumented accounts under DAC8 and CARF, including reason codes and customer communications, with restrictions applied automatically in Product and monitored by the central team.
- Maintain the entity-by-entity readiness tracker covering domestic enactment, registration, self-certification coverage, and deadlines; report weekly to the CCO and monthly to the CARF steering committee.
- Build a small, senior team, scaled through the reporting vendor and outside advisers; coordinate with and train local compliance and entity leads.
- Support independent testing by Compliance Monitoring, Risk, and Internal Audit, and support tax authority examinations with complete, reproducible records.
What we're looking for
- 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.
- Hands-on experience in a global, distributed digital asset business: worked with exchange or wallet transaction data, multiple legal entities, and users spread across many jurisdictions.
- Strong data skills: can write SQL, define data specifications for engineers, reconcile large transaction datasets to a ledger, and find the gap when the numbers do not tie; has built or run 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 the XML schemas used for exchange.
- Experience managing a tax reporting vendor or reporting platform, including scoping, testing, and holding the vendor to a delivery calendar.
- Experience building a function from a small base: writing the policy, designing the controls, hiring the team, and running the first cycle.
- Ability to explain data and tax issues plainly to executives, engineers, and local compliance officers, and to run a steering committee.
- Judgment on when to escalate, comfort working across US, EU, and Asia time zones, and a record of meeting hard filing deadlines.
Nice to have
- 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, including data protection impact assessments.
- Python or similar scripting for data validation, and experience with data warehouse tools such as Databricks.
- Experience working inside a Three Lines Model, including supporting second-line monitoring and Internal Audit.
- A CPA, chartered tax adviser, or equivalent; or a degree in data science, computer science, or accounting.
Your team
Tax Information Reporting
Global tax information reporting function covering CARF, DAC8, CRS 2.0, FATCA, and US Form 1099-DA across multiple reporting entities and a large global user base.
Benefits
- Competitive total
Apply
About OKX
A leading crypto exchange and developer of OKX Wallet
OKX is a leading crypto exchange and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps). OKX is also a trusted brand by hundreds of large institutions seeking access to crypto markets, backed by Proof of Reserves.
Mission
We believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom.
Key facts
- Crypto exchange
- Leading crypto exchange
- Developer of OKX Wallet
- Trusted by hundreds of large institutions
- Backed by Proof of Reserves
- Multiple offices globally
What they value
- We Before Me
- Do the Right Thing
- Get Things Done