Head of Tax Information Reporting

OKX

. Own the end-to-end CARF, DAC8, CRS 2.0, FATCA, and 1099-DA reporting cycle for every OKX entity in scope, including population definition, self-certification coverage, data extraction and reconciliation, file production, QA, filing, corrections, and tax authority queries .

Posted 10/27/2026full-timeRemoteLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax information reporting and operations, with a strong focus on CARF, DAC8, CRS 2.0, and FATCA compliance. Proven ability to lead teams, manage vendor relationships, and ensure data quality across multiple jurisdictions.

Highest-signal resume keywords

Tax Information ReportingSQL ProficiencyCARF, DAC8, CRS, FATCA KnowledgeVendor ManagementTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data Specification DefinitionData ReconciliationData Quality ControlTax ReportingTransaction Dataset Analysis

Soft Skills

CommunicationJudgmentCollaborationTrainingProblem-Solving

Tools & Technologies

Data Warehouse ToolsDatabricksTax Platform Vendor Management

Certifications & Qualifications

CPAChartered Tax Adviser

Industry Keywords

Global ExchangeDigital Asset PlatformRegulatory Data ReportingInternal AuditGDPR Compliance

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Own the end-to-end CARF, DAC8, CRS 2.0, FATCA, and 1099-DA reporting cycle for every OKX entity in scope, including population definition, self-certification coverage, data extraction and reconciliation, file production, QA, filing, corrections, and tax authority queries
Define and own the data specification feeding the tax platform vendor, including users, transactions, balances, aggregation by user and jurisdiction, and ledger reconciliation
Work with Product and Data Engineering to build and test the reporting pipeline
Build and run the QA framework, including source reconciliation, OECD XML schema validation, self-certification checks, and cross-entity consistency checks
Manage the tax platform vendor, including contract scope, delivery calendar, testing, output validation, issue resolution, and annual renewal
Set group reporting policy and interpret CARF, DAC8, CRS 2.0, FATCA, and related tax rules
Own global tax self-certification design in onboarding, including validation rules, refresh triggers, and backlog remediation
Define processes for restricting undocumented accounts under DAC8 and CARF, including reason codes and customer communications
Maintain entity readiness tracking for enactment, registration, self-certification coverage, and deadlines; report weekly to the CCO and monthly to the CARF steering committee
Build a small senior team, coordinate with and train local compliance and entity leads
Support independent testing, Internal Audit, and tax authority examinations with complete, reproducible records
Collaborate with Product, Data Engineering, Finance Operations, Group Tax, Legal, Data Privacy, Compliance, and local entity leads

Requirements

What you’ll need

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, including exchange or wallet transaction data, multiple legal entities, and users across many jurisdictions; this is required
Ability to write SQL, define data specifications for engineers, reconcile large transaction datasets to a ledger, and 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 XML schemas
Experience managing a tax reporting vendor or reporting platform, including scoping, testing, and delivery calendars
Experience building a function from a small base, including policy, controls, hiring, and first-cycle execution
Ability to explain data and tax issues to executives, engineers, and local compliance officers, and run a steering committee
Judgment on when to escalate, comfort working across US, EU, and Asia time zones, and a record of meeting filing deadlines
Experience with US Form 1099-DA or 1099-B production, backup withholding, or Qualified Intermediary reporting is a nice to have
Experience with DAC8 account restriction processes or equivalent undocumented account remediation at scale is a nice to have
Familiarity with GDPR requirements and data protection impact assessments is a nice to have
Python or similar scripting and experience with data warehouse tools such as Databricks is a nice to have
Experience with Three Lines Model, second-line monitoring, and Internal Audit is a nice to have
A CPA, chartered tax adviser, or equivalent, or a degree in data science, computer science, or accounting is a nice to have

Benefits

Comp & perks

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