Head of Tax Information Reporting

About the role

In this role, you will manage the complete tax reporting cycle for OKX, ensuring compliance with CARF, DAC8, CRS, and FATCA regulations. You will be responsible for data extraction, QA processes, and vendor management, working closely with product and data engineering teams to build effective reporting pipelines.

Success in this position involves establishing robust data specifications, leading a small team, and effectively communicating tax-related issues across departments. You will report directly to the CCO and play a crucial role in shaping the tax reporting policies for the organization.

Skills that matter here

• tax information reporting: This role requires extensive knowledge and experience in managing tax reporting functions for a global exchange.
• data analysis: Strong data analysis skills are essential for reconciling large datasets and defining data specifications.
• SQL: Proficiency in SQL is necessary for extracting and validating transaction data.
• data quality controls: You will build and run quality assurance frameworks to ensure data accuracy.
• CARF: Experience with CARF implementation is crucial due to live obligations.
• FATCA: Knowledge of FATCA regulations will be important for compliance and reporting.

Who this role suits

• A background in tax information reporting at a global exchange, broker, or fintech.
• Experience leading a team and managing vendor relationships.
• Strong analytical skills with an ability to work with large datasets.
• Comfortable working across multiple time zones and meeting tight deadlines.

From the employer

What You'll Be Doing

• Own the end-to-end CARF, DAC8, CRS 2.0, FATCA, and 1099-DA reporting cycle for every OKX entity in scope: population definition, self-certification coverage, data extraction and reconciliation, file production, QA, filing, corrections, and tax authority queries.
• 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.
• Hands-on leader. 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 Look For In You

• 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: you have worked with exchange or wallet transaction data, multiple legal entities, and users spread across many jurisdictions. This is required.
• Strong data skills. You 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.
• 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.
• Direct CARF or DAC8 implementation experience is strongly preferred given live DAC8 obligations and upcoming CARF reporting.
• Experience managing a tax reporting vendor or reporting platform, including scoping, testing, and holding the vendor to a delivery calendar. The tax platform vendor experience is a plus.
• 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.

Perks & 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!