[Hiring] Head of Tax Information Reporting @OKX

Role Description

OKX is hiring a Head of Tax Information Reporting to build and run our global tax information reporting function. The function covers the OECD Crypto-Asset Reporting Framework (CARF), the EU's DAC8 directive, the amended Common Reporting Standard (CRS 2.0), FATCA, and US Form 1099-DA across multiple reporting entities and a large global user base, with annual reporting across the EU, Brazil, and other CARF jurisdictions.

Most of the work is data: getting the right user, transaction, and balance data out of our platform, reconciling it, and turning it into accurate filings. You will own the relationship with our reporting vendor, the data specification that feeds it, and the quality checks that decide whether a file goes out.

You will run a central function that owns policy, data, vendor, QA, and submission for every entity in scope.

• Own the end-to-end CARF, DAC8, CRS 2.0, FATCA, and 1099-DA reporting cycle for every OKX entity in scope.
• Define and own the data specification that feeds the tax platform vendor.
• Build and run the QA framework.
• Manage the tax platform vendor.
• Set the group reporting policy and interpret the regimes for OKX.
• 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 a small, senior team, scaled through the reporting vendor and outside advisers.
• Support independent testing by Compliance Monitoring, Risk, and Internal Audit.

Qualifications

• 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.
• Strong data skills.
• Working knowledge of CARF, DAC8, CRS, and FATCA.
• Experience managing a tax reporting vendor or reporting platform.
• Experience building a function from a small base.
• Ability to explain data and tax issues plainly to executives, engineers, and local compliance officers.
• Judgment on when to escalate and comfort working across US, EU, and Asia time zones.

Requirements

• 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 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 for employees' growth and development.
• Various team building programs and company events.
• Comprehensive healthcare schemes for employees and dependants.
• More that we love to tell you along the process!