Role Description
You will lead customer and payee tax reporting, documentation, and withholding across Square, Cash App, Afterpay, and our other Block businesses. You will also lead the team and providers, embed requirements in products and onboarding, modernize operations to improve compliance and customer experience.
You Will
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Own global reporting and withholding strategy, governance, and implementation of regulatory changes.
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Own Forms 1099 and 1042-S, including filing, recipient delivery, reconciliations, and corrections. Lead digital asset reporting, including applicable cost basis and transfer-reporting requirements.
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Own backup and foreign-person withholding, including under Chapters 3 and 4, state obligations, deposits, reconciliations, and Forms 945 and 1042.
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Lead applicable FATCA, Form 8966, CRS, DAC7, Australian and other local reporting.
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Partner with Product, Engineering, and Data to build and test documentation, reportability, withholding, and reporting logic, including W-9/W-9 validation, W-8 expiration tracking, TIN matching, and remediation.
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Lead notices, B-Notice processes, examinations, and penalty defense, including CP2100/CP2100A, Notice 972CG, reasonable cause, and abatement.
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Own reporting and withholding controls; coordinate SOX requirements with Tax Reporting and Internal Audit.
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Develop the team and manage platforms and providers, with clear responsibilities, review standards, escalation, and backup coverage.
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Deliver an automation roadmap with Tax Technology and Engineering, improving data quality, controls, timeliness, cost, and customer experience.
Qualifications
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10+ years of information reporting and withholding experience, including high-volume operations in payments, fintech, digital assets, or financial services.
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Bachelor's degree in Accounting, Finance, or a related field. CPA, MST, or JD strongly preferred.
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Deep 1099, Chapters 3 and 4, FATCA, and CRS expertise, with hands-on withholding, deposit, reconciliation, and related filing experience.
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Experience translating tax requirements into tested product specifications; advanced transaction-data analysis skills.
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Experience rebuilding high-volume workflows and delivering measurable improvements through automation or AI.
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Experience leading high-volume notice, penalty, and examination responses, including reasonable and abatement.
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People leadership and clear communication of reporting risk to technical, business, and executive audiences.
Requirements
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Form 1099-DA or other digital asset reporting implementation.
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Platform implementation or migration, high-volume corrections, and coordination with Support, Legal, and Compliance.
Benefits
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Remote work.
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Medical insurance.
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Flexible time off.
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Retirement savings plans.
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Modern family planning.
Company Description
Block, Inc. (NYSE: XYZ) builds technology to increase access to the global economy. Each of our brands unlocks different aspects of the economy for more people.
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Square makes commerce and financial services accessible to sellers.
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Cash App is the easy way to spend, send, and store money.
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Afterpay is transforming the way customers manage their spending over time.
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TIDAL is a music platform that empowers artists to thrive as entrepreneurs.
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Bitkey is a simple self-custody wallet built for bitcoin.
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Proto is a suite of bitcoin mining products and services. Together, weβre helping build a financial system that is open to everyone.