Описание

OKX is hiring a Head of Tax Information Reporting to build and run their global tax information reporting function, covering 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 involves data: getting the right user, transaction, and balance data out of the platform, reconciling it, and turning it into accurate filings. The role owns the relationship with the 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 and work closely with Product, Data Engineering, Finance Operations, Group Tax, Legal, Data Privacy, and local entity leads.

Responsibilities

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
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

Requirements

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
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
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

We offer

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
Remote work available, with a strong preference for the US or EU
Some travel to OKX offices
Full-time employment